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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 $6,698,443,239 across 36 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 75.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001508822-26-000004

Period
2026-03-31
Reported value
$6.7B
Holdings
36
Top 10 weight
75.41%
New
4
Sold out
2

Part of the filer group ACR Alpine Capital Research, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GBILadded+3,018,277$302M
MSFTadded+286,267$106M
LENadded+997,039$86.6M
THOadded+769,342$61.5M
LBTYAadded+2,097,847$25.4M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FDXreduced-616,950-$220M
DGreduced-1,503,046-$178M
MGAreduced-1,158,822-$64.7M
GMreduced-659,356-$49.1M
RPVexited-352,994-$36.5M

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 2026

Share positions as resolved from 13F-HR 0001508822-26-000004, largest first. % of portfolio is the value over $6,698,443,239, 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; 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; 2025Q4: 8,115,451 shares; 2026Q1: 11,133,728 shares 11,133,728$1.12B16.65%+3,018,277Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,710,197 shares; 2026Q1: 2,748,684 shares 2,748,684$569M8.49%+38,487Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,237,048 shares; 2026Q1: 2,157,384 shares 2,157,384$527M7.87%-79,664Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 17,327 shares; 2025Q1: 86,541 shares; 2025Q2: 2,156,373 shares; 2025Q3: 2,416,815 shares; 2025Q4: 3,445,593 shares; 2026Q1: 3,578,313 shares 3,578,313$513M7.66%+132,720Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 26,070,647 shares; 2026Q1: 26,854,952 shares 26,854,952$403M6.02%+784,305Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,589,696 shares; 2026Q1: 3,544,555 shares 3,544,555$402M6%-45,141Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,740,634 shares; 2026Q1: 1,123,684 shares 1,123,684$400M5.98%-616,950Timeline
THOTHOR INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,133,782 shares; 2026Q1: 4,903,124 shares 4,903,124$392M5.85%+769,342Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,215,072 shares; 2026Q1: 4,212,111 shares 4,212,111$366M5.46%+997,039Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,237 shares; 2024Q4: 693,056 shares; 2025Q1: 700,762 shares; 2025Q2: 712,318 shares; 2025Q3: 693,079 shares; 2025Q4: 695,379 shares; 2026Q1: 981,646 shares 981,646$363M5.42%+286,267Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,685,024 shares; 2026Q1: 4,025,668 shares 4,025,668$300M4.48%-659,356Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 977,188 shares; 2026Q1: 978,495 shares 978,495$288M4.3%+1,307Timeline
LBTYALIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 21,546,970 shares; 2026Q1: 23,644,817 shares 23,644,817$286M4.27%+2,097,847Timeline
MGAMAGNA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,006,268 shares; 2026Q1: 4,847,446 shares 4,847,446$271M4.04%-1,158,822Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,625,611 shares; 2026Q1: 1,122,565 shares 1,122,565$133M1.99%-1,503,046Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,186 shares; 2024Q4: 457,508 shares; 2025Q1: 229,287 shares; 2025Q2: 226,321 shares; 2025Q3: 226,049 shares; 2025Q4: 224,988 shares; 2026Q1: 224,661 shares 224,661$108M1.61%-327Timeline
LBTYKLIBERTY GLOBAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 6,416,755 shares; 2026Q1: 6,884,624 shares 6,884,624$80.8M1.21%+467,869Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85$61M0.91%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,000 shares; 2025Q4: 162,305 shares; 2026Q1: 261,367 shares 261,367$26.3M0.39%+99,062Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,380 shares; 2024Q4: 90,396 shares; 2025Q1: 106,642 shares; 2025Q2: 104,395 shares; 2025Q3: 105,217 shares; 2025Q4: 106,822 shares; 2026Q1: 116,886 shares 116,886$19.2M0.29%+10,064Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,551 shares; 2024Q4: 87,610 shares; 2025Q1: 163,727 shares; 2025Q2: 168,437 shares; 2025Q3: 181,719 shares; 2025Q4: 430,987 shares; 2026Q1: 450,788 shares 450,788$18M0.27%+19,801Timeline
BCSBARCLAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020,922 shares; 2024Q4: 936,922 shares; 2025Q1: 793,122 shares; 2025Q2: 658,122 shares; 2025Q3: 454,000 shares; 2025Q4: 454,000 shares; 2026Q1: 454,000 shares 454,000$9.61M0.14%0Timeline
SMBCSOUTHERN MO BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,991 shares; 2024Q4: 47,476 shares; 2025Q1: 48,543 shares; 2025Q2: 48,565 shares; 2025Q3: 53,207 shares; 2025Q4: 91,032 shares; 2026Q1: 94,707 shares 94,707$6.06M0.09%+3,675Timeline
FPHFIVE POINT HOLDINGS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,114,757 shares; 2026Q1: 1,229,255 shares 1,229,255$5.95M0.09%+114,498Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,348 shares; 2024Q4: 106,814 shares; 2025Q1: 36,155 shares; 2025Q2: 53,280 shares; 2025Q3: 53,352 shares; 2025Q4: 95,758 shares; 2026Q1: 124,770 shares 124,770$5.15M0.08%+29,012Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: 27,539 shares; 2025Q1: 33,126 shares; 2025Q2: 33,822 shares; 2025Q3: 36,139 shares; 2025Q4: 36,896 shares; 2026Q1: 39,449 shares 39,449$4.75M0.07%+2,553Timeline
DHILDIAMOND HILL INVT GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,754 shares 23,754$4.09M0.06%newTimeline
KWKENNEDY-WILSON HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,483 shares; 2025Q2: 181,868 shares; 2025Q3: 185,589 shares; 2025Q4: 468,476 shares; 2026Q1: 354,611 shares 354,611$3.84M0.06%-113,865Timeline
LILAKLIBERTY LATIN AMERICA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,975 shares; 2024Q4: 430,914 shares; 2025Q1: 426,505 shares; 2025Q2: 588,958 shares; 2025Q3: 587,130 shares; 2025Q4: 417,972 shares; 2026Q1: 416,217 shares 416,217$3.67M0.05%-1,755Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,385 shares; 2024Q4: 161,990 shares; 2025Q1: 173,221 shares; 2025Q2: 175,194 shares; 2025Q3: 180,789 shares; 2025Q4: 65,506 shares; 2026Q1: 90,436 shares 90,436$3.35M0.05%+24,930Timeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,680 shares 72,680$3.05M0.05%newTimeline
LEN-BLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,710 shares; 2024Q4: 38,723 shares; 2025Q1: 33,347 shares; 2025Q2: 35,761 shares; 2025Q3: 28,883 shares; 2025Q4: 30,188 shares; 2026Q1: 33,955 shares 33,955$2.86M0.04%+3,767Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,490 shares; 2025Q2: 39,472 shares; 2025Q3: 60,153 shares; 2025Q4: 61,560 shares; 2026Q1: 66,454 shares 66,454$2.69M0.04%+4,894Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500$1.46M0.02%newTimeline
NINENINE ENERGY SERVICE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,500 shares 46,500$279K<0.01%newTimeline
NFENEW FORTRESS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,000 shares; 2025Q4: 120,000 shares; 2026Q1: 120,000 shares 120,000$70.8K<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
RPVINVESCO EXCHANGE TRADED FD T352,994$36.5Mshares
VGSHVANGUARD SCOTTSDALE FDS86,500$5.08Mshares

How Q1 2026 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 0001508822-26-000004 base2026-04-30acceptance time not in the bulk data set