# ACR Alpine Capital Research, LLC: Form 13F holdings

An institutional investment manager in ST. LOUIS, MO. SEC CIK 1508822.

- Quarter ended: 2026-06-30
- Filed: 2026-07-29
- Reported value: $7.04bn
- Positions: 38 (70 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1508822/000150882226000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.35bn | 19.2% | 13,511,909 |  | Added +2,378,181 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $545.1m | 7.7% | 2,146,488 |  | Reduced −10,896 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $461.0m | 6.5% | 2,780,991 |  | Added +32,307 |
| [LENNAR CORP (LEN)](/companies/len.md) | CL A | $429.2m | 6.1% | 4,743,250 |  | Added +531,139 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $423.9m | 6.0% | 1,136,273 |  | Added +154,627 |
| [THOR INDS INC (THO)](/companies/tho.md) | COM | $415.5m | 5.9% | 5,527,556 |  | Added +624,432 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $348.3m | 4.9% | 1,112,339 |  | Reduced −11,345 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $342.8m | 4.9% | 4,447,271 |  | Added +421,603 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $319.9m | 4.5% | 977,345 |  | Reduced −1,150 |
| [VODAFONE GROUP PLC (VOD)](/companies/vod.md) | SPONSORED ADR | $317.7m | 4.5% | 24,019,101 |  | Reduced −2,835,851 |
| [MAGNA INTL INC (MGA)](/companies/mga.md) | COM | $315.8m | 4.5% | 4,809,078 |  | Reduced −38,368 |
| [ARROW ELECTRS INC (ARW)](/companies/arw.md) | COM | $311.1m | 4.4% | 1,457,881 |  | Reduced −2,120,432 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $290.5m | 4.1% | 2,075,702 |  | Reduced −1,468,853 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $285.4m | 4.1% | 737,922 |  | New +737,922 |
| LIBERTY GLOBAL LTD | COM CL A | $268.3m | 3.8% | 23,595,165 |  | Reduced −49,652 |
| [DOLLAR GEN CORP (DG)](/companies/dg.md) | COM | $198.8m | 2.8% | 1,727,299 |  | Added +604,734 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $122.0m | 1.7% | 243,736 |  | Added +19,075 |
| LIBERTY GLOBAL LTD | COM CL C | $97.3m | 1.4% | 8,841,834 |  | Added +1,957,210 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL A | $63.7m | 0.9% | 85 |  | Unchanged |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $25.4m | 0.4% | 58,798 |  | Reduced −58,088 |
| ISHARES TR | 0-3 MTH TREASURY | $21.8m | 0.3% | 216,767 |  | Reduced −44,600 |
| [PEOPLE INC (PPLI)](/companies/ppli.md) | COM NEW | $13.5m | 0.2% | 291,826 |  | Reduced −158,962 |
| [BARCLAYS PLC (BCS)](/companies/bcs.md) | ADR | $12.2m | 0.2% | 454,000 |  | Unchanged |
| [COMSTOCK RES INC (CRK)](/companies/crk.md) | COM | $8.2m | 0.1% | 546,413 |  | New +546,413 |
| [SOUTHERN MO BANCORP INC (SMBC)](/companies/smbc.md) | COM | $6.9m | <0.1% | 91,020 |  | Reduced −3,687 |
| [FIVE POINT HOLDINGS LLC (FPH)](/companies/fph.md) | COM CL A | $6.8m | <0.1% | 1,288,800 |  | Added +59,545 |
| [ECHOSTAR CORP (ECHO)](/companies/echo.md) | CL A | $6.7m | <0.1% | 66,050 |  | Added +53,550 |
| [JEFFERIES FINANCIAL GROUP IN (JEF)](/companies/jef.md) | COM | $6.5m | <0.1% | 129,527 |  | Added +4,757 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $5.3m | <0.1% | 41,146 |  | Added +1,697 |
| [ZIFF DAVIS INC (ZD)](/companies/zd.md) | COM | $4.5m | <0.1% | 86,526 |  | Added +13,846 |
| [MGM RESORTS INTERNATIONAL (MGM)](/companies/mgm.md) | COM | $4.4m | <0.1% | 92,792 |  | Added +2,356 |
| [LENNAR CORP (LEN)](/companies/len.md) | CL B | $3.6m | <0.1% | 40,626 |  | Added +6,671 |
| [API GROUP CORP (APG)](/companies/apg.md) | COM STK | $2.8m | <0.1% | 66,358 |  | Reduced −96 |
| LIBERTY LATIN AMERICA LTD | COM CL C | $2.8m | <0.1% | 354,642 |  | Reduced −61,575 |
| [TALEN ENERGY CORP (TLN)](/companies/tln.md) | COM | $2.5m | <0.1% | 6,500 |  | New +6,500 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | $475.0k | <0.1% | 4,173 |  | New +4,173 |
| [FEDEX FGHT HLDG CO INC (FDXF)](/companies/fdxf.md) | COMMON STOCK | $231.5k | <0.1% | 1,533 |  | New +1,533 |
| NEW FORTRESS ENERGY INC | COM CL A | $43.6k | <0.1% | 120,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| DIAMOND HILL INVT GROUP INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −23,754 |
| KENNEDY-WILSON HOLDINGS INC | COM | $0 | 0.0% | 0 |  | Sold out −354,611 |
| [NINE ENERGY SERVICE INC (NINE)](/companies/nine.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −46,500 |

Source: SEC EDGAR, Form 13F-HR, accession 0001508822-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.