ACR Alpine Capital Research, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GOLDMAN SACHS ETF TR | 4,768,657 | 8,115,451 | +3,346,794 | 477,962,456 | 811,058,208 | +333,095,752 |
| FEDEX CORP | 1,726,667 | 1,740,634 | +13,967 | 407,165,446 | 502,799,501 | +95,634,055 |
| ARROW ELECTRS INC | 2,416,815 | 3,445,593 | +1,028,778 | 292,434,640 | 379,635,437 | +87,200,797 |
| CITIGROUP INC | 3,601,290 | 3,589,696 | -11,594 | 365,530,931 | 418,881,676 | +53,350,745 |
| JOHNSON & JOHNSON | 2,232,076 | 2,237,048 | +4,972 | 413,871,736 | 462,957,268 | +49,085,532 |
| VODAFONE GROUP PLC NEW | 26,095,086 | 26,070,647 | -24,439 | 302,702,996 | 344,393,253 | +41,690,257 |
| INVESCO EXCHANGE TRADED FD T | 0 | 352,994 | +352,994 | 0 | 36,485,459 | +36,485,459 |
| MAGNA INTL INC | 6,076,011 | 6,006,268 | -69,743 | 287,881,413 | 320,134,073 | +32,252,660 |
| CHEVRON CORP NEW | 2,471,567 | 2,710,197 | +238,630 | 383,809,796 | 413,061,194 | +29,251,398 |
| IAC INC | 181,719 | 430,987 | +249,268 | 6,191,166 | 16,851,592 | +10,660,426 |
| ISHARES TR | 96,000 | 162,305 | +66,305 | 9,667,200 | 16,321,391 | +6,654,191 |
| VANGUARD SCOTTSDALE FDS | 0 | 86,500 | +86,500 | 0 | 5,080,145 | +5,080,145 |
| KENNEDY-WILSON HOLDINGS INC | 185,589 | 468,476 | +282,887 | 1,544,100 | 4,530,162 | +2,986,062 |
| SOUTHERN MO BANCORP INC | 53,207 | 91,032 | +37,825 | 2,796,560 | 5,381,812 | +2,585,252 |
| JEFFERIES FINL GROUP INC | 53,352 | 95,758 | +42,406 | 3,490,288 | 5,934,124 | +2,443,836 |
| BARCLAYS PLC | 454,000 | 454,000 | 0 | 9,384,180 | 11,554,300 | +2,170,120 |
| MERCK & CO INC | 36,139 | 36,896 | +757 | 3,033,147 | 3,883,673 | +850,526 |
| API GROUP CORP | 60,153 | 61,560 | +1,407 | 2,067,459 | 2,355,286 | +287,827 |
| BERKSHIRE HATHAWAY INC DEL | 85 | 85 | 0 | 64,107,000 | 64,158,000 | +51,000 |
| NEW FORTRESS ENERGY INC | 120,000 | 120,000 | 0 | 265,200 | 136,800 | -128,400 |
| FIVE POINT HOLDINGS LLC | 1,062,657 | 1,114,757 | +52,100 | 6,514,088 | 6,231,492 | -282,596 |
| BERKSHIRE HATHAWAY INC DEL | 226,049 | 224,988 | -1,061 | 113,643,651 | 113,090,301 | -553,350 |
| LENNAR CORP | 28,883 | 30,188 | +1,305 | 3,465,671 | 2,871,482 | -594,189 |
| THOR INDS INC | 4,107,070 | 4,133,782 | +26,712 | 425,862,134 | 424,415,395 | -1,446,739 |
| DELL TECHNOLOGIES INC | 105,217 | 106,822 | +1,605 | 14,916,614 | 13,446,753 | -1,469,861 |
| LIBERTY LATIN AMERICA LTD | 587,130 | 417,972 | -169,158 | 4,955,374 | 3,118,072 | -1,837,302 |
| LIBERTY GLOBAL LTD | 21,237,740 | 21,546,970 | +309,230 | 243,384,499 | 240,033,246 | -3,351,253 |
| MGM RESORTS INTERNATIONAL | 180,789 | 65,506 | -115,283 | 6,266,147 | 2,390,314 | -3,875,833 |
| LIBERTY GLOBAL LTD | 7,125,306 | 6,416,755 | -708,551 | 83,722,345 | 70,840,981 | -12,881,364 |
| MICROSOFT CORP | 693,079 | 695,379 | +2,300 | 358,980,584 | 336,299,396 | -22,681,188 |
| JPMORGAN CHASE & CO. | 1,100,218 | 977,188 | -123,030 | 347,041,716 | 314,869,449 | -32,172,267 |
| LENNAR CORP | 2,880,031 | 3,215,072 | +335,041 | 362,999,155 | 330,509,371 | -32,489,784 |
| DOLLAR GEN CORP NEW | 3,895,406 | 2,625,611 | -1,269,795 | 402,590,249 | 348,602,386 | -53,987,863 |
| GENERAL MTRS CO | 7,236,999 | 4,685,024 | -2,551,975 | 441,239,831 | 380,986,188 | -60,253,643 |