ACR Alpine Capital Research, LLC Q3 2022 Filing
Filed October 19, 2022
Portfolio Value
$2.0T
Holdings
41
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GMGENERAL MTRS CO | 5,346,804 | $171.6B | 8.50% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 625,478 | $167.0B | 8.28% | |
| 3 | TRVCCITIGROUP INC | 3,704,185 | $154.4B | 7.65% | |
| 4 | FDXFEDEX CORP | 1,036,732 | $153.9B | 7.63% | |
| 5 | JNJJOHNSON & JOHNSON | 940,218 | $153.6B | 7.61% | |
| 6 | VODVODAFONE GROUP PLC NEW | 13,504,877 | $153.0B | 7.58% | |
| 7 | LENLENNAR CORP | 2,050,992 | $152.9B | 7.58% | |
| 8 | CVXCHEVRON CORP NEW | 1,051,526 | $151.1B | 7.49% | |
| 9 | MSFTMICROSOFT CORP | 644,163 | $150.0B | 7.43% | |
| 10 | JPMJPMORGAN CHASE & CO | 1,410,053 | $147.4B | 7.30% | |
| 11 | LBTYBLIBERTY GLOBAL PLC | 8,796,475 | $145.1B | 7.19% | |
| 12 | MGAMAGNA INTL INC | 2,968,739 | $140.8B | 6.98% | |
| 13 | LUMNLUMEN TECHNOLOGIES INC | 14,710,805 | $107.1B | 5.31% | |
| 14 | GBILGOLDMAN SACHS ETF TR | 144,847 | $14.5B | 0.72% | |
| 15 | RPVINVESCO EXCHANGE TRADED FD T | 107,951 | $7.5B | 0.37% | |
| 16 | JEFJEFFERIES FINL GROUP INC | 239,927 | $7.1B | 0.35% | |
| 17 | LENLENNAR CORP | 116,101 | $6.9B | 0.34% | |
| 18 | BCSBARCLAYS PLC | 636,358 | $4.1B | 0.20% | |
| 19 | BSVVANGUARD BD INDEX FDS | 52,736 | $3.9B | 0.20% | |
| 20 | LILALIBERTY LATIN AMERICA LTD | 589,976 | $3.6B | 0.18% | |
| 21 | DELLDELL TECHNOLOGIES INC | 97,902 | $3.3B | 0.17% | |
| 22 | HHC*HOWARD HUGHES CORP | 35,378 | $2.0B | 0.10% | |
| 23 | RFPUSDRESOLUTE FST PRODS INC | 95,466 | $1.9B | 0.09% | |
| 24 | AERAERCAP HOLDINGS NV | 38,053 | $1.6B | 0.08% | |
| 25 | FPHFIVE POINT HOLDINGS LLC | 563,674 | $1.5B | 0.07% | |
| 26 | MRKMERCK & CO INC | 16,687 | $1.4B | 0.07% | |
| 27 | NRDYNERDY INC | 580,453 | $1.2B | 0.06% | |
| 28 | ACWXISHARES TR | 27,679 | $1.1B | 0.05% | |
| 29 | 0J7QIAC INC | 18,374 | $1.0B | 0.05% | |
| 30 | VMWEURVMWARE INC | 9,426 | $1.0B | 0.05% | |
| 31 | SCHZSCHWAB STRATEGIC TR | 21,882 | $991.0M | 0.05% | |
| 32 | KINSKINGSTONE COS INC | 343,152 | $913.0M | 0.05% | |
| 33 | SMBCSOUTHERN MO BANCORP INC | 15,180 | $775.0M | 0.04% | |
| 34 | VTIVANGUARD INDEX FDS | 3,911 | $702.0M | 0.03% | |
| 35 | CRKCOMSTOCK RES INC | 34,187 | $591.0M | 0.03% | |
| 36 | VTVVANGUARD INDEX FDS | 4,476 | $553.0M | 0.03% | |
| 37 | IBPINSTALLED BLDG PRODS INC | 6,249 | $506.0M | 0.03% | |
| 38 | FNDFLOOR & DECOR HLDGS INC | 6,781 | $476.0M | 0.02% | |
| 39 | SLDPSOLID POWER INC | 85,000 | $447.0M | 0.02% | |
| 40 | YUSDALLEGHANY CORP MD | 347 | $291.0M | 0.01% | |
| 41 | ATVIEURACTIVISION BLIZZARD INC | 3,628 | $270.0M | 0.01% |