ACR Alpine Capital Research, LLC Q2 2024 Filing
Filed August 1, 2024
Portfolio Value
$3.2B
Holdings
35
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GBILGOLDMAN SACHS ETF TR | 4,950,929 | $495.5T | 15304850.12% | |
| 2 | TRVCCITIGROUP INC | 4,655,969 | $295.5T | 9126520.36% | |
| 3 | GMGENERAL MTRS CO | 6,321,758 | $293.7T | 9072189.07% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 589,000 | $239.6T | 7401013.88% | |
| 5 | MGAMAGNA INTL INC | 5,116,081 | $214.4T | 6621348.78% | |
| 6 | MSFTMICROSOFT CORP | 456,557 | $204.1T | 6303026.78% | |
| 7 | JPMJPMORGAN CHASE & CO. | 1,006,985 | $203.7T | 6291119.28% | |
| 8 | VODVODAFONE GROUP PLC NEW | 21,870,016 | $194.0T | 5991944.40% | |
| 9 | CVXCHEVRON CORP NEW | 1,190,921 | $186.3T | 5754007.55% | |
| 10 | JNJJOHNSON & JOHNSON | 1,178,374 | $172.2T | 5319939.68% | |
| 11 | LENLENNAR CORP | 1,127,073 | $168.9T | 5217493.75% | |
| 12 | FDXFEDEX CORP | 527,926 | $158.3T | 4889419.71% | |
| 13 | LBTYALIBERTY GLOBAL LTD | 8,104,082 | $144.7T | 4468246.23% | |
| 14 | THOTHOR INDS INC | 1,524,303 | $142.4T | 4399927.66% | |
| 15 | LBTYALIBERTY GLOBAL LTD | 3,058,910 | $53.3T | 1646869.31% | |
| 16 | JEFJEFFERIES FINL GROUP INC | 240,196 | $12.0T | 369182.58% | |
| 17 | BCSBARCLAYS PLC | 1,069,922 | $11.5T | 353945.71% | |
| 18 | DELLDELL TECHNOLOGIES INC | 79,986 | $11.0T | 340725.61% | |
| 19 | LENLENNAR CORP | 61,909 | $8.6T | 266627.58% | |
| 20 | LILALIBERTY LATIN AMERICA LTD | 484,098 | $4.7T | 143847.96% | |
| 21 | MGMMGM RESORTS INTERNATIONAL | 94,326 | $4.2T | 129479.34% | |
| 22 | 0J7QIAC INC | 77,639 | $3.6T | 112352.97% | |
| 23 | FPHFIVE POINT HOLDINGS LLC | 962,595 | $2.8T | 87117.69% | |
| 24 | SMBCSOUTHERN MO BANCORP INC | 60,860 | $2.7T | 84612.80% | |
| 25 | HHHHOWARD HUGHES HOLDINGS INC | 28,581 | $1.9T | 57224.42% | |
| 26 | HESHESS CORP | 12,147 | $1.8T | 55349.68% | |
| 27 | NRDYNERDY INC | 991,332 | $1.7T | 51136.45% | |
| 28 | MRKMERCK & CO INC | 12,514 | $1.5T | 47853.29% | |
| 29 | ARWARROW ELECTRS INC | 10,182 | $1.2T | 37979.67% | |
| 30 | RPVINVESCO EXCHANGE TRADED FD T | 9,264 | $772.8B | 23870.63% | |
| 31 | FNDFLOOR & DECOR HLDGS INC | 4,069 | $404.5B | 12494.32% | |
| 32 | CRKCOMSTOCK RES INC | 32,738 | $339.8B | 10496.49% | |
| 33 | SLDPSOLID POWER INC | 85,000 | $140.3B | 4332.09% | |
| 34 | EARNELLINGTON CREDIT COMPANY | 12,527 | $87.1B | 2689.23% | |
| 35 | NINEQNINE ENERGY SERVICE INC | 15,000 | $25.2B | 778.39% |