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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 $5,585,570,953 across 36 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-01. Its ten largest share positions make up 70.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004431

Period
2025-06-30
Reported value
$5.59B
Holdings
36
Top 10 weight
70.79%
New
0
Sold out
5

Part of the filer group ACR Alpine Capital Research, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARWadded+2,069,832$264M
GBILadded+815,756$81.7M
THOadded+782,114$69.5M
Cadded+518,494$44.1M
CVXadded+225,583$32.3M

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
SUNRISE COMMUNICATIONS AGexited-104,817-$5.06M
BCSreduced-135,000-$2.51M
DGreduced-19,595-$2.24M
TLNexited-11,076-$2.21M
BRK-Breduced-2,966-$1.44M

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, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004431, largest first. % of portfolio is the value over $5,585,570,953, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,170,045 shares; 2024Q4: 5,145,235 shares; 2025Q1: 4,177,961 shares; 2025Q2: 4,993,717 shares 4,993,717$500M8.95%+815,756Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043,284 shares; 2024Q4: 5,760,128 shares; 2025Q1: 5,177,452 shares; 2025Q2: 5,695,946 shares 5,695,946$485M8.68%+518,494Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 4,041,471 shares; 2025Q1: 4,197,437 shares; 2025Q2: 4,177,842 shares 4,177,842$478M8.56%-19,595Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,648 shares; 2024Q4: 2,142,966 shares; 2025Q1: 3,482,917 shares; 2025Q2: 4,265,031 shares 4,265,031$379M6.78%+782,114Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292,876 shares; 2024Q4: 7,397,404 shares; 2025Q1: 7,691,140 shares; 2025Q2: 7,690,243 shares 7,690,243$378M6.78%-897Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,597 shares; 2024Q4: 852,767 shares; 2025Q1: 1,585,033 shares; 2025Q2: 1,594,721 shares 1,594,721$362M6.49%+9,688Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,237 shares; 2024Q4: 693,056 shares; 2025Q1: 700,762 shares; 2025Q2: 712,318 shares 712,318$354M6.34%+11,556Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424,914 shares; 2024Q4: 2,159,396 shares; 2025Q1: 2,193,567 shares; 2025Q2: 2,419,150 shares 2,419,150$346M6.2%+225,583Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,419 shares; 2024Q4: 1,840,237 shares; 2025Q1: 2,226,559 shares; 2025Q2: 2,228,942 shares 2,228,942$340M6.1%+2,383Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,942 shares; 2024Q4: 1,296,290 shares; 2025Q1: 1,124,542 shares; 2025Q2: 1,139,366 shares 1,139,366$330M5.91%+14,824Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,121 shares; 2024Q4: 1,663,322 shares; 2025Q1: 2,679,944 shares; 2025Q2: 2,955,813 shares 2,955,813$327M5.85%+275,869Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,908,675 shares; 2024Q4: 22,006,311 shares; 2025Q1: 25,696,928 shares; 2025Q2: 25,866,761 shares 25,866,761$276M4.94%+169,833Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 17,327 shares; 2025Q1: 86,541 shares; 2025Q2: 2,156,373 shares 2,156,373$275M4.92%+2,069,832Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,631,939 shares; 2024Q4: 5,535,698 shares; 2025Q1: 5,982,399 shares; 2025Q2: 6,018,606 shares 6,018,606$232M4.16%+36,207Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,010,235 shares; 2024Q4: 17,376,978 shares; 2025Q1: 19,835,384 shares; 2025Q2: 20,518,151 shares 20,518,151$205M3.68%+682,767Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,186 shares; 2024Q4: 457,508 shares; 2025Q1: 229,287 shares; 2025Q2: 226,321 shares 226,321$110M1.97%-2,966Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,843,270 shares; 2024Q4: 7,475,928 shares; 2025Q1: 7,303,923 shares; 2025Q2: 7,188,227 shares 7,188,227$74.1M1.33%-115,696Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 85 shares; 2025Q2: 85 shares 85$61.9M1.11%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,380 shares; 2024Q4: 90,396 shares; 2025Q1: 106,642 shares; 2025Q2: 104,395 shares 104,395$12.8M0.23%-2,247Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,922 shares; 2024Q4: 936,922 shares; 2025Q1: 793,122 shares; 2025Q2: 658,122 shares 658,122$12.2M0.22%-135,000Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,551 shares; 2024Q4: 87,610 shares; 2025Q1: 163,727 shares; 2025Q2: 168,437 shares 168,437$6.29M0.11%+4,710Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,385 shares; 2024Q4: 161,990 shares; 2025Q1: 173,221 shares; 2025Q2: 175,194 shares 175,194$6.02M0.11%+1,973Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097,165 shares; 2024Q4: 965,658 shares; 2025Q1: 998,198 shares; 2025Q2: 1,008,398 shares 1,008,398$5.55M0.1%+10,200Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,100 shares; 2024Q4: 123,000 shares; 2025Q1: 208,000 shares; 2025Q2: 233,000 shares 233,000$3.98M0.07%+25,000Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,710 shares; 2024Q4: 38,723 shares; 2025Q1: 33,347 shares; 2025Q2: 35,761 shares 35,761$3.76M0.07%+2,414Timeline
LILAKLIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,975 shares; 2024Q4: 430,914 shares; 2025Q1: 426,505 shares; 2025Q2: 588,958 shares 588,958$3.66M0.07%+162,453Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,348 shares; 2024Q4: 106,814 shares; 2025Q1: 36,155 shares; 2025Q2: 53,280 shares 53,280$2.91M0.05%+17,125Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: 27,539 shares; 2025Q1: 33,126 shares; 2025Q2: 33,822 shares 33,822$2.68M0.05%+696Timeline
SMBCSOUTHERN MO BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,991 shares; 2024Q4: 47,476 shares; 2025Q1: 48,543 shares; 2025Q2: 48,565 shares 48,565$2.66M0.05%+22Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,590 shares; 2024Q4: 14,939 shares; 2025Q1: 16,161 shares; 2025Q2: 16,367 shares 16,367$2.27M0.04%+206
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,490 shares; 2025Q2: 39,472 shares 39,472$2.02M0.04%+12,982Timeline
RPVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,380 shares; 2024Q4: 229,614 shares; 2025Q1: 4,091 shares; 2025Q2: 21,062 shares 21,062$1.97M0.04%+16,971Timeline
KWKENNEDY-WILSON HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,483 shares; 2025Q2: 181,868 shares 181,868$1.24M0.02%+68,385Timeline
SLDPSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares 85,000$186K<0.01%0Timeline
EARNELLINGTON CREDIT COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,239 shares; 2024Q4: 11,978 shares; 2025Q1: 11,978 shares; 2025Q2: 11,978 shares 11,978$68.9K<0.01%0Timeline
NINE ENERGY SERVICE INCNINE ENERGY SERVICE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000$11.6K<0.01%0

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SUNRISE COMMUNICATIONS AGSUNRISE COMMUNICATIONS AG104,817$5.06Mshares
TLNTALEN ENERGY CORP11,076$2.21Mshares
FTAIFTAI AVIATION LTD12,500$1.39Mshares
ANGIANGI INC85,906$1.32Mshares
CRKCOMSTOCK RES INC32,738$666Kshares

How Q2 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 0001085146-25-004431 base2025-08-01acceptance time not in the bulk data set