Acr Alpine Capital Research, LLC Top Holdings and 13F Report (2025) About Acr Alpine Capital Research, LLCInvestment ActivityAcr Alpine Capital Research, LLC has $4.78 billion in total holdings as of March 31, 2025.Acr Alpine Capital Research, LLC owns shares of 41 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.42% of the portfolio was purchased this quarter.About 8.07% of the portfolio was sold this quarter.This quarter, Acr Alpine Capital Research, LLC has purchased 38 new stocks and bought additional shares in 20 stocks.Acr Alpine Capital Research, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Goldman Sachs Access Treasury 0-1 Year ETF $418,548,138FedEx $386,399,453Johnson & Johnson $369,252,559Dollar General $369,080,660Citigroup $367,547,319 Largest New Holdings this Quarter G3730V105 - FTAI Aviation $1,387,875 Holding00183L201 - ANGI INC $1,323,809 Holding489398107 - Kennedy-Wilson $985,032 Holding00187Y100 - APi Group $947,282 Holding Largest Purchases this Quarter FedEx 732,266 shares (about $178.51M)Lennar 1,016,622 shares (about $116.69M)THOR Industries 1,339,951 shares (about $101.58M)Johnson & Johnson 386,322 shares (about $64.07M)Vodafone Group Public 3,690,617 shares (about $34.58M) Largest Sales this Quarter Berkshire Hathaway 228,221 shares (about $121.55M)Goldman Sachs Access Treasury 0-1 Year ETF 967,274 shares (about $96.90M)Berkshire Hathaway 63 shares (about $50.30M)JPMorgan Chase & Co. 171,748 shares (about $42.13M)Citigroup 582,676 shares (about $41.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAcr Alpine Capital Research, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGBILGoldman Sachs Access Treasury 0-1 Year ETF$418,548,138$96,901,510 ▼-18.8%4,177,9618.8%ETFFDXFedEx$386,399,453$178,511,855 ▲85.9%1,585,0338.1%TransportationJNJJohnson & Johnson$369,252,559$64,067,643 ▲21.0%2,226,5597.7%MedicalDGDollar General$369,080,660$13,714,091 ▲3.9%4,197,4377.7%Retail/WholesaleCCitigroup$367,547,319$41,364,169 ▼-10.1%5,177,4527.7%FinanceCVXChevron$366,961,825$5,716,467 ▲1.6%2,193,5677.7%EnergyGMGeneral Motors$361,714,298$13,814,403 ▲4.0%7,691,1407.6%Auto/Tires/TrucksLENLennar$307,603,929$116,687,857 ▲61.1%2,679,9446.4%ConstructionJPMJPMorgan Chase & Co.$275,850,092$42,129,775 ▼-13.2%1,124,5425.8%FinanceTHOTHOR Industries$264,039,931$101,581,683 ▲62.5%3,482,9175.5%ConstructionMSFTMicrosoft$263,058,909$2,892,754 ▲1.1%700,7625.5%Computer and TechnologyVODVodafone Group Public$240,780,211$34,581,081 ▲16.8%25,696,9285.0%Computer and TechnologyLIBERTY GLOBAL LTD$228,305,270$28,296,253 ▲14.1%19,835,3844.8%COM CL AMGAMagna International$203,341,734$15,183,366 ▲8.1%5,982,3994.3%Auto/Tires/TrucksBRK.BBerkshire Hathaway$122,113,884$121,546,153 ▼-49.9%229,2872.6%FinanceLIBERTY GLOBAL LTD$87,427,957$2,058,900 ▼-2.3%7,303,9231.8%COM CL CBRK.ABerkshire Hathaway$67,867,536$50,301,821 ▼-42.6%851.4%FinanceBCSBarclays$12,182,354$2,208,768 ▼-15.3%793,1220.3%FinanceDELLDell Technologies$9,720,418$1,480,823 ▲18.0%106,6420.2%Computer and TechnologyARWArrow Electronics$8,985,552$7,186,490 ▲399.5%86,5410.2%Computer and TechnologyIACIAC$7,521,618$3,496,815 ▲86.9%163,7270.2%Multi-Sector ConglomeratesFPHFive Point$5,330,378$173,764 ▲3.4%998,1980.1%FinanceMGMMGM Resorts International$5,134,270$332,887 ▲6.9%173,2210.1%Consumer DiscretionarySUNRISE COMMUNICATIONS AG$5,061,613$1,581,691 ▼-23.8%104,8170.1%ADS CL ALEN.BLennar$3,637,157$586,360 ▼-13.9%33,3470.1%ConstructionMRKMerck & Co., Inc.$2,973,390$501,489 ▲20.3%33,1260.1%MedicalLILAKLiberty Latin America$2,648,598$27,380 ▼-1.0%426,5050.1%Computer and TechnologyHESHess$2,581,397$195,190 ▲8.2%16,1610.1%EnergySMBCSouthern Missouri Bancorp$2,525,206$55,505 ▲2.2%48,5430.1%FinanceTALEN ENERGY CORP$2,211,545$190,685 ▼-7.9%11,0760.0%COMJEFJefferies Financial Group$1,936,823$3,785,202 ▼-66.2%36,1550.0%FinanceCORE SCIENTIFIC INC NEW$1,505,920$615,400 ▲69.1%208,0000.0%COMFTAIFTAI Aviation$1,387,875$1,387,875 ▲New Holding12,5000.0%AerospaceANGI INC$1,323,809$1,323,809 ▲New Holding85,9060.0%CL A NEWKWKennedy-Wilson$985,032$985,032 ▲New Holding113,4830.0%FinanceAPGAPi Group$947,282$947,282 ▲New Holding26,4900.0%Business ServicesCRKComstock Resources$665,8910.0%32,7380.0%EnergyRPVInvesco S&P 500 Pure Value ETF$377,804$20,827,057 ▼-98.2%4,0910.0%ETFSLDPSolid Power$89,2500.0%85,0000.0%Auto/Tires/TrucksEARNEllington Credit$64,8010.0%11,9780.0%FinanceNINENine Energy Service$16,9500.0%15,0000.0%EnergyHOWARD HUGHES HOLDINGS INC$0$2,335,676 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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