ACR Alpine Capital Research, LLC Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$4.6T
Holdings
38
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GBILGOLDMAN SACHS ETF TR | 5,145,235 | $514.1B | 11.14% | |
| 2 | TRVCCITIGROUP INC | 5,760,128 | $405.5B | 8.78% | |
| 3 | GMGENERAL MTRS CO | 7,397,404 | $394.1B | 8.54% | |
| 4 | CVXCHEVRON CORP NEW | 2,159,396 | $312.8B | 6.78% | |
| 5 | JPMJPMORGAN CHASE & CO. | 1,296,290 | $310.7B | 6.73% | |
| 6 | DGDOLLAR GEN CORP NEW | 4,041,471 | $306.4B | 6.64% | |
| 7 | MSFTMICROSOFT CORP | 693,056 | $292.1B | 6.33% | |
| 8 | JNJJOHNSON & JOHNSON | 1,840,237 | $266.1B | 5.77% | |
| 9 | FDXFEDEX CORP | 852,767 | $239.9B | 5.20% | |
| 10 | MGAMAGNA INTL INC | 5,535,698 | $231.3B | 5.01% | |
| 11 | LENLENNAR CORP | 1,663,322 | $226.8B | 4.91% | |
| 12 | LBTYALIBERTY GLOBAL LTD | 17,376,978 | $221.7B | 4.80% | |
| 13 | BRK/BBERKSHIRE HATHAWAY INC DEL | 457,508 | $207.4B | 4.49% | |
| 14 | THOTHOR INDS INC | 2,142,966 | $205.1B | 4.44% | |
| 15 | VODVODAFONE GROUP PLC NEW | 22,006,311 | $186.8B | 4.05% | |
| 16 | BRK-BBERKSHIRE HATHAWAY INC DEL | 148 | $100.8B | 2.18% | |
| 17 | LBTYALIBERTY GLOBAL LTD | 7,475,928 | $98.2B | 2.13% | |
| 18 | RPVINVESCO EXCHANGE TRADED FD T | 229,614 | $20.7B | 0.45% | |
| 19 | BCSBARCLAYS PLC | 936,922 | $12.5B | 0.27% | |
| 20 | DELLDELL TECHNOLOGIES INC | 90,396 | $10.4B | 0.23% | |
| 21 | JEFJEFFERIES FINL GROUP INC | 106,814 | $8.4B | 0.18% | |
| 22 | SNRENSUNRISE COMMUNICATIONS AG | 137,571 | $5.9B | 0.13% | |
| 23 | MGMMGM RESORTS INTERNATIONAL | 161,990 | $5.6B | 0.12% | |
| 24 | LENLENNAR CORP | 38,723 | $5.1B | 0.11% | |
| 25 | 0J7QIAC INC | 87,610 | $3.8B | 0.08% | |
| 26 | FPHFIVE POINT HOLDINGS LLC | 965,658 | $3.7B | 0.08% | |
| 27 | MRKMERCK & CO INC | 27,539 | $2.7B | 0.06% | |
| 28 | LILALIBERTY LATIN AMERICA LTD | 430,914 | $2.7B | 0.06% | |
| 29 | SMBCSOUTHERN MO BANCORP INC | 47,476 | $2.7B | 0.06% | |
| 30 | TLNTALEN ENERGY CORP | 12,031 | $2.4B | 0.05% | |
| 31 | HHHHOWARD HUGHES HOLDINGS INC | 30,365 | $2.3B | 0.05% | |
| 32 | HESHESS CORP | 14,939 | $2.0B | 0.04% | |
| 33 | ARWARROW ELECTRS INC | 17,327 | $2.0B | 0.04% | |
| 34 | CORZCORE SCIENTIFIC INC NEW | 123,000 | $1.7B | 0.04% | |
| 35 | CRKCOMSTOCK RES INC | 32,738 | $596.5M | 0.01% | |
| 36 | SLDPSOLID POWER INC | 85,000 | $160.7M | 0.00% | |
| 37 | EARNELLINGTON CREDIT COMPANY | 11,978 | $79.3M | 0.00% | |
| 38 | NINEQNINE ENERGY SERVICE INC | 15,000 | $16.8M | 0.00% |