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ACR Alpine Capital Research, LLC
Updated 3 days agoManaged by Acr Alpine Capital Research, Llc • Latest filing Q3 2026
Portfolio value
$7.4B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $6.4B |
| Q1 2026 | $6.7B |
| Q2 2026 | $7B |
| Q3 2026 | $7.4B |
Top holdings
73 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $1.1B | 11.21M | 15.26% | — | |
| 2 | $505.4M | 985.5K | 6.87% | — | |
| 3 | $495.5M | 2.43M | 6.74% | — | |
| 4 | $492.8M | 1.86M | 6.70% | — | |
| 5 | $386.2M | 4.73M | 5.25% | — | |
| 6 | $350.2M | 5.07M | 4.76% | — | |
| 7 | $323.5M | 20.03M | 4.40% | — | |
| 8 | $315.7M | 811.9K | 4.29% | — | |
| 9 | $311M | 4.04M | 4.23% | — | |
| 10 | $284.2M | 1.25M | 3.86% | — | |
| 11 | $275.7M | 833.3K | 3.75% | — | |
| 12 | $245.1M | 2.45M | 3.33% | — | |
| 13 | $243.5M | 3.82M | 3.31% | — | |
| 14 | $237.7M | 1.84M | 3.23% | — | |
| 15 | $214.6M | 752.6K | 2.92% | — | |
| 16 | $180.6M | 19.79M | 2.46% | — | |
| 17 | $180.2M | 1.51M | 2.45% | — | |
| 18 | $101.5M | 203.9K | 1.38% | — | |
| 19 | $79.2M | 8.91M | 1.08% | — | |
| 20 | $78.6M | 153.2K | 1.07% | — |