ACR Alpine Capital Research, LLC
Q3 2026 13F filing
Updated 3 days ago73 disclosed positions worth $7.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOLDMAN SACHS ETF TR | $1.1B | 11.21M | 15.26% | — |
| 2 | M MICROSOFT CORP | $505.4M | 985.5K | 6.87% | — |
| 3 | C CHEVRON CORPORATION | $495.5M | 2.43M | 6.74% | — |
| 4 | J JOHNSON & JOHNSON | $492.8M | 1.86M | 6.70% | — |
| 5 | L LENNAR CORP | $386.2M | 4.73M | 5.25% | — |
| 6 | T THOR INDS INC | $350.2M | 5.07M | 4.76% | — |
| 7 | V VODAFONE GROUP PLC | $323.5M | 20.03M | 4.40% | — |
| 8 | E ELEVANCE HEALTH INC FORMERLY | $315.7M | 811.9K | 4.29% | — |
| 9 | G GENERAL MTRS CO | $311M | 4.04M | 4.23% | — |
| 10 | A ARROW ELECTRS INC | $284.2M | 1.25M | 3.86% | — |
| 11 | J JPMORGAN CHASE & CO | $275.7M | 833.3K | 3.75% | — |
| 12 | G GOLDMAN SACHS ETF TR | $245.1M | 2.45M | 3.33% | — |
| 13 | M MAGNA INTL INC | $243.5M | 3.82M | 3.31% | — |
| 14 | C CITIGROUP INC | $237.7M | 1.84M | 3.23% | — |
| 15 | F FEDEX CORP | $214.6M | 752.6K | 2.92% | — |
| 16 | L LIBERTY GLOBAL LTD | $180.6M | 19.79M | 2.46% | — |
| 17 | D DOLLAR GEN CORP | $180.2M | 1.51M | 2.45% | — |
| 18 | B BERKSHIRE HATHAWAY INC DEL | $101.5M | 203.9K | 1.38% | — |
| 19 | L LIBERTY GLOBAL LTD | $79.2M | 8.91M | 1.08% | — |
| 20 | M MICROSOFT CORP | $78.6M | 153.2K | 1.07% | — |
| 21 | C CHEVRON CORPORATION | $73M | 357.5K | 0.99% | — |
| 22 | J JOHNSON & JOHNSON | $71.6M | 270.4K | 0.97% | — |
| 23 | V VODAFONE GROUP PLC | $65M | 4.03M | 0.88% | — |
| 24 | B BERKSHIRE HATHAWAY INC DEL | $61.3M | 82 | 0.83% | — |
| 25 | M MAGNA INTL INC | $60.5M | 950.1K | 0.82% | — |
| 26 | L LENNAR CORP | $52.7M | 646.0K | 0.72% | — |
| 27 | T THOR INDS INC | $49.3M | 713.2K | 0.67% | — |
| 28 | G GENERAL MTRS CO | $46.7M | 606.8K | 0.64% | — |
| 29 | J JPMORGAN CHASE & CO | $46.1M | 139.2K | 0.63% | — |
| 30 | A ARROW ELECTRS INC | $44.8M | 197.4K | 0.61% | — |
| 31 | E ELEVANCE HEALTH INC FORMERLY | $41.6M | 107.1K | 0.57% | — |
| 32 | C CITIGROUP INC | $36.9M | 284.7K | 0.50% | — |
| 33 | I INVESCO EXCHANGE TRADED FD T | $28.8M | 251.1K | 0.39% | — |
| 34 | F FEDEX CORP | $28.3M | 99.3K | 0.39% | — |
| 35 | D DOLLAR GEN CORP | $27.6M | 231.1K | 0.38% | — |
| 36 | E ISHARES TR | $23M | 228.2K | 0.31% | — |
| 37 | B BERKSHIRE HATHAWAY INC DEL | $21M | 42.3K | 0.29% | — |
| 38 | L LIBERTY GLOBAL LTD | $20M | 2.19M | 0.27% | — |
| 39 | D DELL TECHNOLOGIES INC | $13.3M | 24.7K | 0.18% | — |
| 40 | L LIBERTY GLOBAL LTD | $11.1M | 1.25M | 0.15% | — |
| 41 | B BARCLAYS PLC | $10.4M | 430.0K | 0.14% | — |
| 42 | P PEOPLE INC | $8.1M | 193.6K | 0.11% | — |
| 43 | D DELL TECHNOLOGIES INC | $7.7M | 14.4K | 0.10% | — |
| 44 | P PEOPLE INC | $7.1M | 169.4K | 0.10% | — |
| 45 | M MERCK & CO INC | $5.3M | 36.6K | 0.07% | — |
| 46 | E ECHOSTAR CORP | $4.9M | 54.7K | 0.07% | — |
| 47 | J JEFFERIES FINANCIAL GROUP IN | $4.8M | 104.7K | 0.07% | — |
| 48 | C COMSTOCK RES INC | $4.7M | 384.4K | 0.06% | — |
| 49 | ? N/A FIVE POINT HOLDINGS LLC | $4M | 850.3K | 0.05% | — |
| 50 | B BRADY CORP | $3.2M | 37.9K | 0.04% | — |