ACR Alpine Capital Research, LLC
Top Portfolio Positions
28 positions ·
$5,294,709,322 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
2,748,684 | $568,702,718 | 10.74% |
| JNJ |
Johnson & Johnson
Healthcare
|
2,157,384 | $527,350,944 | 9.96% |
| ARW |
Arrow Electronics, Inc.
Technology
|
3,578,313 | $513,165,867 | 9.69% |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
26,854,952 | $403,361,378 | 7.62% |
| C |
Citigroup Inc
Financial Services
|
3,544,555 | $401,987,982 | 7.59% |
| FDX |
Fedex Corp
Industrials
|
1,123,684 | $400,233,766 | 7.56% |
| THO |
Thor Industries Inc
Consumer Cyclical
|
4,903,124 | $391,710,576 | 7.40% |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
4,212,111 | $365,779,719 | 6.91% |
| MSFT |
Microsoft Corp
Technology
|
981,646 | $363,375,899 | 6.86% |
| GM |
General Motors Co
Consumer Cyclical
|
4,025,668 | $299,912,266 | 5.66% |
Holdings in LEN
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,779,719 | 4,212,111 | Shares | Sole | 2026-04-30 | |
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