ACR Alpine Capital Research, LLC Q3 2023 Filing

Filed November 6, 2023

Portfolio Value

$541.6B

Holdings

35

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (35 positions)

#StockSharesValue% PortfolioType
1
GBILGOLDMAN SACHS ETF TR
603,948$60.5M0.01%
2
BRK/BBERKSHIRE HATHAWAY INC DEL
122,380$42.9M0.01%
3
JPMJPMORGAN CHASE & CO
266,584$38.7M0.01%
4
GMGENERAL MTRS CO
1,172,051$38.6M0.01%
5
TRVCCITIGROUP INC
925,883$38.1M0.01%
6
MSFTMICROSOFT CORP
118,156$37.3M0.01%
7
LBTYBLIBERTY GLOBAL PLC
1,935,343$35.9M0.01%
8
MGAMAGNA INTL INC
665,402$35.7M0.01%
9
LENLENNAR CORP
304,121$34.1M0.01%
10
VODVODAFONE GROUP PLC NEW
3,440,107$32.6M0.01%
11
CVXCHEVRON CORP NEW
190,657$32.1M0.01%
12
JNJJOHNSON & JOHNSON
187,599$29.2M0.01%
13
THOTHOR INDS INC
276,040$26.3M0.00%
14
FDXFEDEX CORP
95,766$25.4M0.00%
15
RPVINVESCO EXCHANGE TRADED FD T
104,972$7.7M0.00%
16
DELLDELL TECHNOLOGIES INC
59,794$4.1M0.00%
17
JEFJEFFERIES FINL GROUP INC
89,789$3.3M0.00%
18
BSVVANGUARD BD INDEX FDS
43,276$3.3M0.00%
19
LENLENNAR CORP
21,622$2.2M0.00%
20
0J7QIAC INC
30,897$1.6M0.00%
21
MRKMERCK & CO INC
14,767$1.5M0.00%
22
ATVIEURACTIVISION BLIZZARD INC
16,126$1.5M0.00%
23
NRDYNERDY INC
391,318$1.4M0.00%
24
SMBCSOUTHERN MO BANCORP INC
34,583$1.3M0.00%
25
HHHHOWARD HUGHES HOLDINGS INC
13,264$983K0.00%
26
SCHZSCHWAB STRATEGIC TR
20,334$899K0.00%
27
FPHFIVE POINT HOLDINGS LLC
270,730$804K0.00%
28
VTIVANGUARD INDEX FDS
3,711$788K0.00%
29
FNDFLOOR & DECOR HLDGS INC
8,158$738K0.00%
30
IBPINSTALLED BLDG PRODS INC
4,920$614K0.00%
31
VTVVANGUARD INDEX FDS
4,096$564K0.00%
32
CRKCOMSTOCK RES INC
32,738$361K0.00%
33
LILALIBERTY LATIN AMERICA LTD
27,058$220K0.00%
34
VTSVITESSE ENERGY INC
8,823$201K0.00%
35
EARNELLINGTON RESIDENTIAL MTG RE
14,851$92K0.00%