ACR ALPINE CAPITAL RESEARCH, LLC

PrivateCIK: 1508822
Location

ST. LOUIS, MO

38
Positions
$7.04B
Total AUM (reported)
107.85M
Total Shares

Allocation by class

TOTAL AUM$7.04B38 positions
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 333.5%4–1036.9%11–2529.0%Rest0.7%TOP 1070.4%0%100%
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

SOLE
ACCES TREASURY
Shares13.51M
TypeSH
Market value$1.35B
19.21%
Sole
13.51M
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares2.15M
TypeSH
Market value$545.14M
7.74%
Sole
2.15M
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares2.78M
TypeSH
Market value$460.98M
6.54%
Sole
2.78M
Shared
0.00
None
0.00

LENNAR CORP

SOLE
CL A
Shares4.74M
TypeSH
Market value$429.22M
6.09%
Sole
4.74M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.14M
TypeSH
Market value$423.85M
6.02%
Sole
1.14M
Shared
0.00
None
0.00

THOR INDS INC

SOLE
COM
Shares5.53M
TypeSH
Market value$415.45M
5.90%
Sole
5.53M
Shared
0.00
None
0.00

FEDEX CORP

SOLE
COM
Shares1.11M
TypeSH
Market value$348.31M
4.94%
Sole
1.11M
Shared
0.00
None
0.00

GENERAL MTRS CO

SOLE
COM
Shares4.45M
TypeSH
Market value$342.80M
4.87%
Sole
4.45M
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares977.35K
TypeSH
Market value$319.91M
4.54%
Sole
977.35K
Shared
0.00
None
0.00

VODAFONE GROUP PLC

SOLE
SPONSORED ADR
Shares24.02M
TypeSH
Market value$317.65M
4.51%
Sole
24.02M
Shared
0.00
None
0.00

MAGNA INTL INC

SOLE
COM
Shares4.81M
TypeSH
Market value$315.76M
4.48%
Sole
4.81M
Shared
0.00
None
0.00

ARROW ELECTRS INC

SOLE
COM
Shares1.46M
TypeSH
Market value$311.13M
4.42%
Sole
1.46M
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares2.08M
TypeSH
Market value$290.52M
4.12%
Sole
2.08M
Shared
0.00
None
0.00

ELEVANCE HEALTH INC FORMERLY

SOLE
COM
Shares737.92K
TypeSH
Market value$285.38M
4.05%
Sole
737.92K
Shared
0.00
None
0.00

LIBERTY GLOBAL LTD

SOLE
COM CL A
Shares23.60M
TypeSH
Market value$268.28M
3.81%
Sole
23.60M
Shared
0.00
None
0.00

DOLLAR GEN CORP

SOLE
COM
Shares1.73M
TypeSH
Market value$198.83M
2.82%
Sole
1.73M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares243.74K
TypeSH
Market value$121.96M
1.73%
Sole
243.74K
Shared
0.00
None
0.00

LIBERTY GLOBAL LTD

SOLE
COM CL C
Shares8.84M
TypeSH
Market value$97.26M
1.38%
Sole
8.84M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares85.00
TypeSH
Market value$63.65M
0.90%
Sole
85.00
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares58.80K
TypeSH
Market value$25.37M
0.36%
Sole
58.80K
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares216.77K
TypeSH
Market value$21.82M
0.31%
Sole
216.77K
Shared
0.00
None
0.00

PEOPLE INC

SOLE
COM NEW
Shares291.83K
TypeSH
Market value$13.47M
0.19%
Sole
291.83K
Shared
0.00
None
0.00

BARCLAYS PLC

SOLE
ADR
Shares454K
TypeSH
Market value$12.19M
0.17%
Sole
454K
Shared
0.00
None
0.00

COMSTOCK RES INC

SOLE
COM
Shares546.41K
TypeSH
Market value$8.15M
0.12%
Sole
546.41K
Shared
0.00
None
0.00

SOUTHERN MO BANCORP INC

SOLE
COM
Shares91.02K
TypeSH
Market value$6.94M
0.10%
Sole
91.02K
Shared
0.00
None
0.00
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