ACR Alpine Capital Research, LLC Q2 2023 Filing
Filed July 24, 2023
Portfolio Value
$2.7B
Holdings
39
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FDXFEDEX CORP | 1,003,321 | $248.7T | 9380295.99% | |
| 2 | GMGENERAL MTRS CO | 5,520,213 | $212.9T | 8027732.22% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 604,667 | $206.2T | 7776254.61% | |
| 4 | JPMJPMORGAN CHASE & CO | 1,377,646 | $200.4T | 7556515.75% | |
| 5 | LENLENNAR CORP | 1,595,400 | $199.9T | 7539723.09% | |
| 6 | MSFTMICROSOFT CORP | 578,789 | $197.1T | 7433420.63% | |
| 7 | MGAMAGNA INTL INC | 3,467,570 | $195.7T | 7380950.62% | |
| 8 | TRVCCITIGROUP INC | 4,062,577 | $187.0T | 7054024.23% | |
| 9 | LBTYBLIBERTY GLOBAL PLC | 10,455,829 | $185.8T | 7007222.90% | |
| 10 | VODVODAFONE GROUP PLC NEW | 18,637,140 | $176.1T | 6642186.82% | |
| 11 | JNJJOHNSON & JOHNSON | 954,518 | $158.0T | 5958466.69% | |
| 12 | THOTHOR INDS INC | 1,446,387 | $149.7T | 5645790.67% | |
| 13 | GBILGOLDMAN SACHS ETF TR | 1,449,239 | $145.0T | 5469453.09% | |
| 14 | CVXCHEVRON CORP NEW | 799,019 | $125.7T | 4741587.13% | |
| 15 | LENLENNAR CORP | 82,181 | $9.3T | 350165.21% | |
| 16 | RPVINVESCO EXCHANGE TRADED FD T | 105,844 | $8.2T | 309561.91% | |
| 17 | JEFJEFFERIES FINL GROUP INC | 211,030 | $7.0T | 263991.34% | |
| 18 | BCSBARCLAYS PLC | 846,858 | $6.7T | 251034.36% | |
| 19 | DELLDELL TECHNOLOGIES INC | 103,153 | $5.6T | 210503.55% | |
| 20 | LILALIBERTY LATIN AMERICA LTD | 578,091 | $5.0T | 187933.33% | |
| 21 | BSVVANGUARD BD INDEX FDS | 41,525 | $3.1T | 118347.64% | |
| 22 | NRDYNERDY INC | 656,646 | $2.7T | 103268.39% | |
| 23 | 0J7QIAC INC | 38,991 | $2.4T | 92347.27% | |
| 24 | HHC*HOWARD HUGHES CORP | 25,735 | $2.0T | 76596.90% | |
| 25 | MRKMERCK & CO INC | 14,767 | $1.7T | 64262.92% | |
| 26 | FPHFIVE POINT HOLDINGS LLC | 565,385 | $1.6T | 61622.88% | |
| 27 | SMBCSOUTHERN MO BANCORP INC | 40,724 | $1.6T | 59053.66% | |
| 28 | AERAERCAP HOLDINGS NV | 18,000 | $1.1T | 43120.42% | |
| 29 | IBPINSTALLED BLDG PRODS INC | 6,320 | $885.8B | 33407.28% | |
| 30 | SCHZSCHWAB STRATEGIC TR | 18,133 | $837.0B | 31567.15% | |
| 31 | VTIVANGUARD INDEX FDS | 3,614 | $796.0B | 30020.09% | |
| 32 | FNDFLOOR & DECOR HLDGS INC | 7,640 | $794.3B | 29954.32% | |
| 33 | VTVVANGUARD INDEX FDS | 4,077 | $579.4B | 21851.51% | |
| 34 | CRKCOMSTOCK RES INC | 32,738 | $379.8B | 14322.22% | |
| 35 | ATVIEURACTIVISION BLIZZARD INC | 3,627 | $305.8B | 11531.21% | |
| 36 | SLDPSOLID POWER INC | 85,000 | $215.9B | 8142.40% | |
| 37 | VTSVITESSE ENERGY INC | 8,971 | $200.9B | 7578.58% | |
| 38 | EARNELLINGTON RESIDENTIAL MTG RE | 14,851 | $107.1B | 4038.24% | |
| 39 | NINEQNINE ENERGY SERVICE INC | 15,000 | $57.5B | 2166.66% |