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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 $5,852,572,901 across 35 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-30. Its ten largest share positions make up 69.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001508822-25-000007

Period
2025-09-30
Reported value
$5.85B
Holdings
35
Top 10 weight
69.03%
New
2
Sold out
3

Part of the filer group ACR Alpine Capital Research, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ARWadded+260,442$31.5M
FDXadded+131,946$31.1M
SGOVnew+96,000$9.67M
LBTYAadded+719,589$8.25M
CVXadded+52,417$8.14M

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
Creduced-2,094,656-$213M
DGreduced-282,436-$29.2M
GMreduced-453,244-$27.6M
GBILreduced-225,060-$22.6M
THOreduced-157,961-$16.4M

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, Q3 2025

Share positions as resolved from 13F-HR 0001508822-25-000007, largest first. % of portfolio is the value over $5,852,572,901, 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; 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; 2025Q3: 4,768,657 shares 4,768,657$478M8.17%-225,060Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,236,999 shares 7,236,999$441M7.54%-453,244Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 4,107,070 shares 4,107,070$426M7.28%-157,961Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,232,076 shares 2,232,076$414M7.07%+3,134Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,597 shares; 2024Q4: 852,767 shares; 2025Q1: 1,585,033 shares; 2025Q2: 1,594,721 shares; 2025Q3: 1,726,667 shares 1,726,667$407M6.96%+131,946Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,895,406 shares 3,895,406$403M6.88%-282,436Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,471,567 shares 2,471,567$384M6.56%+52,417Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,601,290 shares 3,601,290$366M6.25%-2,094,656Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,880,031 shares 2,880,031$363M6.2%-75,782Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,237 shares; 2024Q4: 693,056 shares; 2025Q1: 700,762 shares; 2025Q2: 712,318 shares; 2025Q3: 693,079 shares 693,079$359M6.13%-19,239Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,100,218 shares 1,100,218$347M5.93%-39,148Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 26,095,086 shares 26,095,086$303M5.17%+228,325Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 17,327 shares; 2025Q1: 86,541 shares; 2025Q2: 2,156,373 shares; 2025Q3: 2,416,815 shares 2,416,815$292M5%+260,442Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 6,076,011 shares 6,076,011$288M4.92%+57,405Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 21,237,740 shares 21,237,740$243M4.16%+719,589Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,186 shares; 2024Q4: 457,508 shares; 2025Q1: 229,287 shares; 2025Q2: 226,321 shares; 2025Q3: 226,049 shares 226,049$114M1.94%-272Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 7,125,306 shares 7,125,306$83.7M1.43%-62,921Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85$64.1M1.1%0Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,380 shares; 2024Q4: 90,396 shares; 2025Q1: 106,642 shares; 2025Q2: 104,395 shares; 2025Q3: 105,217 shares 105,217$14.9M0.25%+822Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,000 shares 96,000$9.67M0.17%newTimeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,020,922 shares; 2024Q4: 936,922 shares; 2025Q1: 793,122 shares; 2025Q2: 658,122 shares; 2025Q3: 454,000 shares 454,000$9.38M0.16%-204,122Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097,165 shares; 2024Q4: 965,658 shares; 2025Q1: 998,198 shares; 2025Q2: 1,008,398 shares; 2025Q3: 1,062,657 shares 1,062,657$6.51M0.11%+54,259Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,385 shares; 2024Q4: 161,990 shares; 2025Q1: 173,221 shares; 2025Q2: 175,194 shares; 2025Q3: 180,789 shares 180,789$6.27M0.11%+5,595Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,551 shares; 2024Q4: 87,610 shares; 2025Q1: 163,727 shares; 2025Q2: 168,437 shares; 2025Q3: 181,719 shares 181,719$6.19M0.11%+13,282Timeline
LILAKLIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,975 shares; 2024Q4: 430,914 shares; 2025Q1: 426,505 shares; 2025Q2: 588,958 shares; 2025Q3: 587,130 shares 587,130$4.96M0.08%-1,828Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,348 shares; 2024Q4: 106,814 shares; 2025Q1: 36,155 shares; 2025Q2: 53,280 shares; 2025Q3: 53,352 shares 53,352$3.49M0.06%+72Timeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,710 shares; 2024Q4: 38,723 shares; 2025Q1: 33,347 shares; 2025Q2: 35,761 shares; 2025Q3: 28,883 shares 28,883$3.47M0.06%-6,878Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: 27,539 shares; 2025Q1: 33,126 shares; 2025Q2: 33,822 shares; 2025Q3: 36,139 shares 36,139$3.03M0.05%+2,317Timeline
SMBCSOUTHERN MO BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,991 shares; 2024Q4: 47,476 shares; 2025Q1: 48,543 shares; 2025Q2: 48,565 shares; 2025Q3: 53,207 shares 53,207$2.8M0.05%+4,642Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,100 shares; 2024Q4: 123,000 shares; 2025Q1: 208,000 shares; 2025Q2: 233,000 shares; 2025Q3: 155,000 shares 155,000$2.78M0.05%-78,000Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,490 shares; 2025Q2: 39,472 shares; 2025Q3: 60,153 shares 60,153$2.07M0.04%+20,681Timeline
KWKENNEDY-WILSON HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,483 shares; 2025Q2: 181,868 shares; 2025Q3: 185,589 shares 185,589$1.54M0.03%+3,721Timeline
SLDPSOLID POWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,000 shares; 2024Q4: 85,000 shares; 2025Q1: 85,000 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares 85,000$295K0.01%0Timeline
NFENEW FORTRESS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares 120,000$265K<0.01%newTimeline
NINE ENERGY SERVICE INCNINE ENERGY SERVICE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000$9.48K<0.01%0

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
HESS CORPHESS CORP16,367$2.27Mshares
RPVINVESCO EXCHANGE TRADED FD T21,062$1.97Mshares
EARNELLINGTON CREDIT COMPANY11,978$68.9Kshares

How Q3 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 0001508822-25-000007 base2025-10-30acceptance time not in the bulk data set