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ACR Alpine Capital Research, LLC

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13F filer, CIK 1508822, ST. LOUIS, MO

ACR Alpine Capital Research, LLC reported $4,779,708,638 across 41 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-06. Its ten largest share positions make up 72.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002641

Period
2025-03-31
Reported value
$4.78B
Holdings
41
Top 10 weight
72.95%
New
4
Sold out
1

Part of the filer group ACR Alpine Capital Research, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FDXadded+732,266$179M
LENadded+1,016,622$117M
THOadded+1,339,951$102M
JNJadded+386,322$64.1M
VODadded+3,690,617$34.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRK-Breduced-228,221-$122M
GBILreduced-967,274-$96.9M
BRK-Areduced-63-$50.3M
JPMreduced-171,748-$42.1M
Creduced-582,676-$41.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002641, largest first. % of portfolio is the value over $4,779,708,638, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,170,045 shares; 2024Q4: 5,145,235 shares; 2025Q1: 4,177,961 shares 4,177,961$419M8.76%-967,274Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,597 shares; 2024Q4: 852,767 shares; 2025Q1: 1,585,033 shares 1,585,033$386M8.08%+732,266Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,419 shares; 2024Q4: 1,840,237 shares; 2025Q1: 2,226,559 shares 2,226,559$369M7.73%+386,322Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 4,041,471 shares; 2025Q1: 4,197,437 shares 4,197,437$369M7.72%+155,966Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043,284 shares; 2024Q4: 5,760,128 shares; 2025Q1: 5,177,452 shares 5,177,452$368M7.69%-582,676Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,914 shares; 2024Q4: 2,159,396 shares; 2025Q1: 2,193,567 shares 2,193,567$367M7.68%+34,171Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292,876 shares; 2024Q4: 7,397,404 shares; 2025Q1: 7,691,140 shares 7,691,140$362M7.57%+293,736Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,121 shares; 2024Q4: 1,663,322 shares; 2025Q1: 2,679,944 shares 2,679,944$308M6.44%+1,016,622Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,942 shares; 2024Q4: 1,296,290 shares; 2025Q1: 1,124,542 shares 1,124,542$276M5.77%-171,748Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,648 shares; 2024Q4: 2,142,966 shares; 2025Q1: 3,482,917 shares 3,482,917$264M5.52%+1,339,951Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,237 shares; 2024Q4: 693,056 shares; 2025Q1: 700,762 shares 700,762$263M5.5%+7,706Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,908,675 shares; 2024Q4: 22,006,311 shares; 2025Q1: 25,696,928 shares 25,696,928$241M5.04%+3,690,617Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010,235 shares; 2024Q4: 17,376,978 shares; 2025Q1: 19,835,384 shares 19,835,384$228M4.78%+2,458,406Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631,939 shares; 2024Q4: 5,535,698 shares; 2025Q1: 5,982,399 shares 5,982,399$203M4.25%+446,701Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,186 shares; 2024Q4: 457,508 shares; 2025Q1: 229,287 shares 229,287$122M2.55%-228,221Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843,270 shares; 2024Q4: 7,475,928 shares; 2025Q1: 7,303,923 shares 7,303,923$87.4M1.83%-172,005Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 85 shares 85$67.9M1.42%-63Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,922 shares; 2024Q4: 936,922 shares; 2025Q1: 793,122 shares 793,122$12.2M0.25%-143,800Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,380 shares; 2024Q4: 90,396 shares; 2025Q1: 106,642 shares 106,642$9.72M0.2%+16,246Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 17,327 shares; 2025Q1: 86,541 shares 86,541$8.99M0.19%+69,214Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,551 shares; 2024Q4: 87,610 shares; 2025Q1: 163,727 shares 163,727$7.52M0.16%+76,117Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097,165 shares; 2024Q4: 965,658 shares; 2025Q1: 998,198 shares 998,198$5.33M0.11%+32,540Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,385 shares; 2024Q4: 161,990 shares; 2025Q1: 173,221 shares 173,221$5.13M0.11%+11,231Timeline
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,571 shares; 2025Q1: 104,817 shares 104,817$5.06M0.11%-32,754
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,710 shares; 2024Q4: 38,723 shares; 2025Q1: 33,347 shares 33,347$3.64M0.08%-5,376Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: 27,539 shares; 2025Q1: 33,126 shares 33,126$2.97M0.06%+5,587Timeline
LILAKLIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,975 shares; 2024Q4: 430,914 shares; 2025Q1: 426,505 shares 426,505$2.65M0.06%-4,409Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,590 shares; 2024Q4: 14,939 shares; 2025Q1: 16,161 shares 16,161$2.58M0.05%+1,222
SMBCSOUTHERN MO BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,991 shares; 2024Q4: 47,476 shares; 2025Q1: 48,543 shares 48,543$2.53M0.05%+1,067Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,031 shares; 2025Q1: 11,076 shares 11,076$2.21M0.05%-955Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,348 shares; 2024Q4: 106,814 shares; 2025Q1: 36,155 shares 36,155$1.94M0.04%-70,659Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,100 shares; 2024Q4: 123,000 shares; 2025Q1: 208,000 shares 208,000$1.51M0.03%+85,000Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares 12,500$1.39M0.03%newTimeline
ANGIANGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,906 shares 85,906$1.32M0.03%newTimeline
KWKENNEDY-WILSON HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,483 shares 113,483$985K0.02%newTimeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,490 shares 26,490$947K0.02%newTimeline
CRKCOMSTOCK RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,738 shares; 2024Q4: 32,738 shares; 2025Q1: 32,738 shares 32,738$666K0.01%0Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,380 shares; 2024Q4: 229,614 shares; 2025Q1: 4,091 shares 4,091$378K0.01%-225,523Timeline
SLDPSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares 85,000$89.2K<0.01%0Timeline
EARNELLINGTON CREDIT COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,239 shares; 2024Q4: 11,978 shares; 2025Q1: 11,978 shares 11,978$64.8K<0.01%0Timeline
NINE ENERGY SERVICE INCNINE ENERGY SERVICE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000$16.9K<0.01%0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HHHHOWARD HUGHES HOLDINGS INC30,365$2.34Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002641 base2025-05-06acceptance time not in the bulk data set