Filed: 4/30/2026ACC: 0001508822-26-000004
📋 What this filing means
ACR ALPINE CAPITAL RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $6.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$6.70B
Total AUM (reported)
106.97M
Total Shares
Allocation by class
COM$3.78B56.5%
ACCES TREASURY$1.12B16.7%
CL A$428.28M6.4%
COM NEW$424.12M6.3%
SPONSORED ADR$403.36M6.0%
COM CL A$291.89M4.4%
CL B NEW$107.66M1.6%
Portfolio Concentration
Top 3$2.21B33.0%
4–10$2.84B42.4%
11–25$1.62B24.1%
Rest$30.10M0.4%
Top 3 weight
33.0%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 106.97M
Sole
Full voting authority
106.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
GOLDMAN SACHS ETF TR
SOLEShares11.13M
TypeSH
Market value$1.12B
16.65%
Sole
11.13M
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares2.75M
TypeSH
Market value$568.70M
8.49%
Sole
2.75M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.16M
TypeSH
Market value$527.35M
7.87%
Sole
2.16M
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares3.58M
TypeSH
Market value$513.17M
7.66%
Sole
3.58M
Shared
0.00
None
0.00
VODAFONE GROUP PLC
SOLEShares26.85M
TypeSH
Market value$403.36M
6.02%
Sole
26.85M
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares3.54M
TypeSH
Market value$401.99M
6.00%
Sole
3.54M
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares1.12M
TypeSH
Market value$400.23M
5.98%
Sole
1.12M
Shared
0.00
None
0.00
THOR INDS INC
SOLEShares4.90M
TypeSH
Market value$391.71M
5.85%
Sole
4.90M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares4.21M
TypeSH
Market value$365.78M
5.46%
Sole
4.21M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares981.65K
TypeSH
Market value$363.38M
5.42%
Sole
981.65K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares4.03M
TypeSH
Market value$299.91M
4.48%
Sole
4.03M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares978.50K
TypeSH
Market value$287.83M
4.30%
Sole
978.50K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares23.64M
TypeSH
Market value$285.87M
4.27%
Sole
23.64M
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares4.85M
TypeSH
Market value$270.54M
4.04%
Sole
4.85M
Shared
0.00
None
0.00
DOLLAR GEN CORP
SOLEShares1.12M
TypeSH
Market value$133.28M
1.99%
Sole
1.12M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares224.66K
TypeSH
Market value$107.66M
1.61%
Sole
224.66K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares6.88M
TypeSH
Market value$80.76M
1.21%
Sole
6.88M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares85.00
TypeSH
Market value$61.04M
0.91%
Sole
85.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares261.37K
TypeSH
Market value$26.31M
0.39%
Sole
261.37K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares116.89K
TypeSH
Market value$19.18M
0.29%
Sole
116.89K
Shared
0.00
None
0.00
IAC INC
SOLEShares450.79K
TypeSH
Market value$18.05M
0.27%
Sole
450.79K
Shared
0.00
None
0.00
BARCLAYS PLC
SOLEShares454K
TypeSH
Market value$9.61M
0.14%
Sole
454K
Shared
0.00
None
0.00
SOUTHERN MO BANCORP INC
SOLEShares94.71K
TypeSH
Market value$6.06M
0.09%
Sole
94.71K
Shared
0.00
None
0.00
FIVE POINT HOLDINGS LLC
SOLEShares1.23M
TypeSH
Market value$5.95M
0.09%
Sole
1.23M
Shared
0.00
None
0.00
JEFFERIES FINANCIAL GROUP IN
SOLEShares124.77K
TypeSH
Market value$5.15M
0.08%
Sole
124.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 11.13M | SH | $1.12B 16.65% | 11.13M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 2.75M | SH | $568.70M 8.49% | 2.75M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.16M | SH | $527.35M 7.87% | 2.16M | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 3.58M | SH | $513.17M 7.66% | 3.58M | 0.00 | 0.00 |
VODAFONE GROUP PLCSOLE | SPONSORED ADR | 26.85M | SH | $403.36M 6.02% | 26.85M | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 3.54M | SH | $401.99M 6.00% | 3.54M | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 1.12M | SH | $400.23M 5.98% | 1.12M | 0.00 | 0.00 |
THOR INDS INCSOLE | COM | 4.90M | SH | $391.71M 5.85% | 4.90M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 4.21M | SH | $365.78M 5.46% | 4.21M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 981.65K | SH | $363.38M 5.42% | 981.65K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 4.03M | SH | $299.91M 4.48% | 4.03M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 978.50K | SH | $287.83M 4.30% | 978.50K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 23.64M | SH | $285.87M 4.27% | 23.64M | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 4.85M | SH | $270.54M 4.04% | 4.85M | 0.00 | 0.00 |
DOLLAR GEN CORPSOLE | COM | 1.12M | SH | $133.28M 1.99% | 1.12M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 224.66K | SH | $107.66M 1.61% | 224.66K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL C | 6.88M | SH | $80.76M 1.21% | 6.88M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 85.00 | SH | $61.04M 0.91% | 85.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 261.37K | SH | $26.31M 0.39% | 261.37K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 116.89K | SH | $19.18M 0.29% | 116.89K | 0.00 | 0.00 |
IAC INCSOLE | COM NEW | 450.79K | SH | $18.05M 0.27% | 450.79K | 0.00 | 0.00 |
BARCLAYS PLCSOLE | ADR | 454K | SH | $9.61M 0.14% | 454K | 0.00 | 0.00 |
SOUTHERN MO BANCORP INCSOLE | COM | 94.71K | SH | $6.06M 0.09% | 94.71K | 0.00 | 0.00 |
FIVE POINT HOLDINGS LLCSOLE | COM CL A | 1.23M | SH | $5.95M 0.09% | 1.23M | 0.00 | 0.00 |
JEFFERIES FINANCIAL GROUP INSOLE | COM | 124.77K | SH | $5.15M 0.08% | 124.77K | 0.00 | 0.00 |
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