ACR Alpine Capital Research, LLC Q4 2021 Filing
Filed January 26, 2022
Portfolio Value
$1.9T
Holdings
32
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GMGENERAL MTRS CO | 3,142,912 | $184.3B | 9.90% | |
| 2 | LBTYBLIBERTY GLOBAL PLC | 6,455,633 | $181.3B | 9.74% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 569,384 | $170.2B | 9.15% | |
| 4 | CVXCHEVRON CORP NEW | 1,428,313 | $167.6B | 9.01% | |
| 5 | MGAMAGNA INTL INC | 1,979,531 | $160.2B | 8.61% | |
| 6 | VODVODAFONE GROUP PLC NEW | 10,696,928 | $159.7B | 8.58% | |
| 7 | TRVCCITIGROUP INC | 2,612,595 | $157.8B | 8.48% | |
| 8 | JNJJOHNSON & JOHNSON | 885,416 | $151.5B | 8.14% | |
| 9 | JPMJPMORGAN CHASE & CO | 859,307 | $136.1B | 7.31% | |
| 10 | LUMNLUMEN TECHNOLOGIES INC | 10,467,339 | $131.4B | 7.06% | |
| 11 | MSFTMICROSOFT CORP | 322,014 | $108.3B | 5.82% | |
| 12 | —SPX FLOW INC | 593,484 | $51.3B | 2.76% | |
| 13 | RFPUSDRESOLUTE FST PRODS INC | 2,588,072 | $39.5B | 2.12% | |
| 14 | LENLENNAR CORP | 106,703 | $10.2B | 0.55% | |
| 15 | JEFJEFFERIES FINL GROUP INC | 201,845 | $7.8B | 0.42% | |
| 16 | BCSBARCLAYS PLC | 636,358 | $6.6B | 0.35% | |
| 17 | RPVINVESCO EXCHANGE TRADED FD T | 58,092 | $4.7B | 0.25% | |
| 18 | CRKCOMSTOCK RES INC | 571,323 | $4.6B | 0.25% | |
| 19 | LILALIBERTY LATIN AMERICA LTD | 357,246 | $4.1B | 0.22% | |
| 20 | BSVVANGUARD BD INDEX FDS | 45,796 | $3.7B | 0.20% | |
| 21 | FPHFIVE POINT HOLDINGS LLC | 505,912 | $3.3B | 0.18% | |
| 22 | HHC*HOWARD HUGHES CORP | 31,387 | $3.2B | 0.17% | |
| 23 | DELLDELL TECHNOLOGIES INC | 42,614 | $2.4B | 0.13% | |
| 24 | GBILGOLDMAN SACHS ETF TR | 22,572 | $2.3B | 0.12% | |
| 25 | VMWEURVMWARE INC | 16,534 | $1.9B | 0.10% | |
| 26 | KINSKINGSTONE COS INC | 359,974 | $1.8B | 0.10% | |
| 27 | SCHZSCHWAB STRATEGIC TR | 25,057 | $1.4B | 0.07% | |
| 28 | 0J7QIAC INTERACTIVECORP NEW | 6,934 | $906.0M | 0.05% | |
| 29 | VTIVANGUARD INDEX FDS | 3,648 | $881.0M | 0.05% | |
| 30 | SMBCSOUTHERN MO BANCORP INC | 16,556 | $864.0M | 0.05% | |
| 31 | VTVVANGUARD INDEX FDS | 4,829 | $710.0M | 0.04% | |
| 32 | FNDFLOOR & DECOR HLDGS INC | 2,905 | $378.0M | 0.02% |