Filed: 7/29/2026ACC: 0001508822-26-000005
📋 What this filing means
ACR ALPINE CAPITAL RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $7.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$7.04B
Total AUM (reported)
107.85M
Total Shares
Allocation by class
COM$4.01B56.9%
ACCES TREASURY$1.35B19.2%
CL A$499.57M7.1%
SPONSORED ADR$317.65M4.5%
COM NEW$303.99M4.3%
COM CL A$275.11M3.9%
CL B NEW$121.96M1.7%
Portfolio Concentration
Top 3$2.36B33.5%
4–10$2.60B36.9%
11–25$2.04B29.0%
Rest$46.65M0.7%
Top 3 weight
33.5%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 107.85M
Sole
Full voting authority
107.85M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
GOLDMAN SACHS ETF TR
SOLEShares13.51M
TypeSH
Market value$1.35B
19.21%
Sole
13.51M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.15M
TypeSH
Market value$545.14M
7.74%
Sole
2.15M
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares2.78M
TypeSH
Market value$460.98M
6.54%
Sole
2.78M
Shared
0.00
None
0.00
LENNAR CORP
SOLEShares4.74M
TypeSH
Market value$429.22M
6.09%
Sole
4.74M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.14M
TypeSH
Market value$423.85M
6.02%
Sole
1.14M
Shared
0.00
None
0.00
THOR INDS INC
SOLEShares5.53M
TypeSH
Market value$415.45M
5.90%
Sole
5.53M
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares1.11M
TypeSH
Market value$348.31M
4.94%
Sole
1.11M
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares4.45M
TypeSH
Market value$342.80M
4.87%
Sole
4.45M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares977.35K
TypeSH
Market value$319.91M
4.54%
Sole
977.35K
Shared
0.00
None
0.00
VODAFONE GROUP PLC
SOLEShares24.02M
TypeSH
Market value$317.65M
4.51%
Sole
24.02M
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares4.81M
TypeSH
Market value$315.76M
4.48%
Sole
4.81M
Shared
0.00
None
0.00
ARROW ELECTRS INC
SOLEShares1.46M
TypeSH
Market value$311.13M
4.42%
Sole
1.46M
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares2.08M
TypeSH
Market value$290.52M
4.12%
Sole
2.08M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares737.92K
TypeSH
Market value$285.38M
4.05%
Sole
737.92K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares23.60M
TypeSH
Market value$268.28M
3.81%
Sole
23.60M
Shared
0.00
None
0.00
DOLLAR GEN CORP
SOLEShares1.73M
TypeSH
Market value$198.83M
2.82%
Sole
1.73M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares243.74K
TypeSH
Market value$121.96M
1.73%
Sole
243.74K
Shared
0.00
None
0.00
LIBERTY GLOBAL LTD
SOLEShares8.84M
TypeSH
Market value$97.26M
1.38%
Sole
8.84M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares85.00
TypeSH
Market value$63.65M
0.90%
Sole
85.00
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares58.80K
TypeSH
Market value$25.37M
0.36%
Sole
58.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares216.77K
TypeSH
Market value$21.82M
0.31%
Sole
216.77K
Shared
0.00
None
0.00
PEOPLE INC
SOLEShares291.83K
TypeSH
Market value$13.47M
0.19%
Sole
291.83K
Shared
0.00
None
0.00
BARCLAYS PLC
SOLEShares454K
TypeSH
Market value$12.19M
0.17%
Sole
454K
Shared
0.00
None
0.00
COMSTOCK RES INC
SOLEShares546.41K
TypeSH
Market value$8.15M
0.12%
Sole
546.41K
Shared
0.00
None
0.00
SOUTHERN MO BANCORP INC
SOLEShares91.02K
TypeSH
Market value$6.94M
0.10%
Sole
91.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 13.51M | SH | $1.35B 19.21% | 13.51M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.15M | SH | $545.14M 7.74% | 2.15M | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 2.78M | SH | $460.98M 6.54% | 2.78M | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 4.74M | SH | $429.22M 6.09% | 4.74M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.14M | SH | $423.85M 6.02% | 1.14M | 0.00 | 0.00 |
THOR INDS INCSOLE | COM | 5.53M | SH | $415.45M 5.90% | 5.53M | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 1.11M | SH | $348.31M 4.94% | 1.11M | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 4.45M | SH | $342.80M 4.87% | 4.45M | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 977.35K | SH | $319.91M 4.54% | 977.35K | 0.00 | 0.00 |
VODAFONE GROUP PLCSOLE | SPONSORED ADR | 24.02M | SH | $317.65M 4.51% | 24.02M | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 4.81M | SH | $315.76M 4.48% | 4.81M | 0.00 | 0.00 |
ARROW ELECTRS INCSOLE | COM | 1.46M | SH | $311.13M 4.42% | 1.46M | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 2.08M | SH | $290.52M 4.12% | 2.08M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 737.92K | SH | $285.38M 4.05% | 737.92K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL A | 23.60M | SH | $268.28M 3.81% | 23.60M | 0.00 | 0.00 |
DOLLAR GEN CORPSOLE | COM | 1.73M | SH | $198.83M 2.82% | 1.73M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 243.74K | SH | $121.96M 1.73% | 243.74K | 0.00 | 0.00 |
LIBERTY GLOBAL LTDSOLE | COM CL C | 8.84M | SH | $97.26M 1.38% | 8.84M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 85.00 | SH | $63.65M 0.90% | 85.00 | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 58.80K | SH | $25.37M 0.36% | 58.80K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MTH TREASURY | 216.77K | SH | $21.82M 0.31% | 216.77K | 0.00 | 0.00 |
PEOPLE INCSOLE | COM NEW | 291.83K | SH | $13.47M 0.19% | 291.83K | 0.00 | 0.00 |
BARCLAYS PLCSOLE | ADR | 454K | SH | $12.19M 0.17% | 454K | 0.00 | 0.00 |
COMSTOCK RES INCSOLE | COM | 546.41K | SH | $8.15M 0.12% | 546.41K | 0.00 | 0.00 |
SOUTHERN MO BANCORP INCSOLE | COM | 91.02K | SH | $6.94M 0.10% | 91.02K | 0.00 | 0.00 |
Page 1 of 2