ACR Alpine Capital Research, LLC Q2 2022 Filing
Filed July 27, 2022
Portfolio Value
$2.2T
Holdings
41
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VODVODAFONE GROUP PLC NEW | 12,234,557 | $190.6B | 8.66% | |
| 2 | LENLENNAR CORP | 2,541,070 | $179.3B | 8.14% | |
| 3 | LBTYBLIBERTY GLOBAL PLC | 7,752,911 | $171.3B | 7.78% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 620,800 | $169.5B | 7.70% | |
| 5 | TRVCCITIGROUP INC | 3,626,635 | $166.8B | 7.57% | |
| 6 | GMGENERAL MTRS CO | 5,232,043 | $166.2B | 7.55% | |
| 7 | JNJJOHNSON & JOHNSON | 915,844 | $162.6B | 7.38% | |
| 8 | FDXFEDEX CORP | 713,485 | $161.8B | 7.34% | |
| 9 | MSFTMICROSOFT CORP | 626,611 | $160.9B | 7.31% | |
| 10 | MGAMAGNA INTL INC | 2,880,953 | $158.2B | 7.18% | |
| 11 | LUMNLUMEN TECHNOLOGIES INC | 14,255,850 | $155.5B | 7.06% | |
| 12 | JPMJPMORGAN CHASE & CO | 1,357,108 | $152.8B | 6.94% | |
| 13 | CVXCHEVRON CORP NEW | 1,035,373 | $149.9B | 6.81% | |
| 14 | LENLENNAR CORP | 115,653 | $6.8B | 0.31% | |
| 15 | JEFJEFFERIES FINL GROUP INC | 238,904 | $6.6B | 0.30% | |
| 16 | BCSBARCLAYS PLC | 636,358 | $4.8B | 0.22% | |
| 17 | RPVINVESCO EXCHANGE TRADED FD T | 63,027 | $4.7B | 0.21% | |
| 18 | DELLDELL TECHNOLOGIES INC | 83,049 | $3.8B | 0.17% | |
| 19 | BSVVANGUARD BD INDEX FDS | 48,749 | $3.7B | 0.17% | |
| 20 | LILALIBERTY LATIN AMERICA LTD | 456,593 | $3.6B | 0.16% | |
| 21 | HHC*HOWARD HUGHES CORP | 34,786 | $2.4B | 0.11% | |
| 22 | FPHFIVE POINT HOLDINGS LLC | 562,326 | $2.2B | 0.10% | |
| 23 | LQDISHARES TR | 18,442 | $2.0B | 0.09% | |
| 24 | VMWEURVMWARE INC | 17,266 | $2.0B | 0.09% | |
| 25 | AERAERCAP HOLDINGS NV | 38,053 | $1.6B | 0.07% | |
| 26 | KINSKINGSTONE COS INC | 366,371 | $1.4B | 0.07% | |
| 27 | MRKMERCK & CO INC | 14,869 | $1.4B | 0.06% | |
| 28 | NRDYNERDY INC | 576,158 | $1.2B | 0.06% | |
| 29 | RFPUSDRESOLUTE FST PRODS INC | 95,600 | $1.2B | 0.06% | |
| 30 | GBILGOLDMAN SACHS ETF TR | 11,910 | $1.2B | 0.05% | |
| 31 | SCHZSCHWAB STRATEGIC TR | 22,872 | $1.1B | 0.05% | |
| 32 | 0J7QIAC INTERACTIVECORP NEW | 9,936 | $755.0M | 0.03% | |
| 33 | SMBCSOUTHERN MO BANCORP INC | 15,121 | $684.0M | 0.03% | |
| 34 | VTIVANGUARD INDEX FDS | 3,530 | $666.0M | 0.03% | |
| 35 | CRKCOMSTOCK RES INC | 51,850 | $626.0M | 0.03% | |
| 36 | VTVVANGUARD INDEX FDS | 4,704 | $620.0M | 0.03% | |
| 37 | IBPINSTALLED BLDG PRODS INC | 6,170 | $513.0M | 0.02% | |
| 38 | SLDPSOLID POWER INC | 85,000 | $457.0M | 0.02% | |
| 39 | FNDFLOOR & DECOR HLDGS INC | 6,657 | $419.0M | 0.02% | |
| 40 | ATVIEURACTIVISION BLIZZARD INC | 3,601 | $280.0M | 0.01% | |
| 41 | YUSDALLEGHANY CORP MD | 304 | $253.0M | 0.01% |