ACR Alpine Capital Research, LLC

$6.7B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1508822 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $6.7B
ALL retained default holdings for this (filer, period), including NULL-value ones: 67
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 4
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 2

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:4510577b787671dd7e949109c9e3d588` · issuer key `cusip6:381430` ACCES TREASURY	ADD	+$304M	+3,018,277	$811M	$1.1B	8,115,451	11,133,728
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$156M	+38,487	$413M	$569M	2,710,197	2,748,684
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$64.4M	−79,664	$463M	$527M	2,237,048	2,157,384
position key `pos:10278` · issuer key `iss:171` COM	ADD	+$134M	+132,720	$380M	$513M	3,445,593	3,578,313
position key `pos:15297` · issuer key `iss:1928` SPONSORED ADR	ADD	+$59.0M	+784,305	$344M	$403M	26,070,647	26,854,952
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$16.9M	−45,141	$419M	$402M	3,589,696	3,544,555
position key `pos:17674` · issuer key `iss:728` COM	TRIM	−$103M	−616,950	$503M	$400M	1,740,634	1,123,684
position key `pos:13136` · issuer key `iss:1800` COM	ADD	−$32.7M	+769,342	$424M	$392M	4,133,782	4,903,124
position key `pos:15921` · issuer key `iss:1110` CL A	ADD	+$35.3M	+997,039	$331M	$366M	3,215,072	4,212,111
position key `pos:11825` · issuer key `iss:1225` COM	ADD	+$27.1M	+286,267	$336M	$363M	695,379	981,646
position key `pos:16532` · issuer key `iss:812` COM	TRIM	−$81.1M	−659,356	$381M	$300M	4,685,024	4,025,668
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$27.0M	+1,307	$315M	$288M	977,188	978,495
position key `pos:16021` · issuer key `iss:2163` COM CL A	ADD	+$45.8M	+2,097,847	$240M	$286M	21,546,970	23,644,817
position key `pos:12368` · issuer key `iss:1171` COM	TRIM	−$49.6M	−1,158,822	$320M	$271M	6,006,268	4,847,446
position key `pos:17124` · issuer key `iss:593` COM	TRIM	−$215M	−1,503,046	$349M	$133M	2,625,611	1,122,565
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$5.4M	−327	$113M	$108M	224,988	224,661
position key `pos:10723` · issuer key `iss:2163` COM CL C	ADD	+$9.9M	+467,869	$70.8M	$80.8M	6,416,755	6,884,624
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$10.0M	+99,062	$16.3M	$26.3M	162,305	261,367
position key `pos:15723` · issuer key `iss:565` CL C	ADD	+$5.7M	+10,064	$13.4M	$19.2M	106,822	116,886
position key `pos:15639` · issuer key `cusip6:44891N` COM NEW	ADD	+$1.2M	+19,801	$16.9M	$18.0M	430,987	450,788
position key `sid:sec:prov:bd279c059e7c10506922b52fe0af9cde` · issuer key `cusip6:843380` COM	ADD	+$674K	+3,675	$5.4M	$6.1M	91,032	94,707
position key `sid:sec:prov:d82de3c5ec0c0d3ab20b3900113ca4fa` · issuer key `cusip6:33833Q` COM CL A	ADD	−$282K	+114,498	$6.2M	$5.9M	1,114,757	1,229,255
position key `pos:11840` · issuer key `iss:1031` COM	ADD	−$785K	+29,012	$5.9M	$5.1M	95,758	124,770
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$862K	+2,553	$3.9M	$4.7M	36,896	39,449
position key `sid:sec:prov:d9611c81d7a8efd82f5398a03e801609` · issuer key `cusip6:25264R` COM NEW	NEW	+$4.1M	+23,754	$0	$4.1M	—	23,754
position key `pos:15446` · issuer key `cusip6:489398` COM	TRIM	−$693K	−113,865	$4.5M	$3.8M	468,476	354,611
position key `sid:sec:prov:3b6c450c94b0758fbbc866002762462a` · issuer key `cusip6:G9001E` COM CL C	TRIM	+$553K	−1,755	$3.1M	$3.7M	417,972	416,217
position key `pos:14971` · issuer key `iss:1153` COM	ADD	+$957K	+24,930	$2.4M	$3.3M	65,506	90,436
position key `pos:12914` · issuer key `iss:1037` COM	NEW	+$3.0M	+72,680	$0	$3.0M	—	72,680
position key `pos:13326` · issuer key `iss:1110` CL B	ADD	−$15.2K	+3,767	$2.9M	$2.9M	30,188	33,955
position key `pos:11066` · issuer key `iss:15` COM STK	ADD	+$337K	+4,894	$2.4M	$2.7M	61,560	66,454
position key `pos:13249` · issuer key `iss:632` CL A	NEW	+$1.5M	+12,500	$0	$1.5M	—	12,500
position key `sid:sec:prov:dfed8a1c8c8f0999073699e892f7449f` · issuer key `cusip6:65441V` COMMON STOCK	NEW	+$279K	+46,500	$0	$279K	—	46,500
pos:17773	EXIT‡e	−$36.5M	−352,994	$36.5M	$0	352,994	—
sid:sec:prov:5c0159d8e365eac662fab857eba96ecb	EXIT‡e	−$5.1M	−86,500	$5.1M	$0	86,500	—

Flags: no row carries a flag.

1–20 of the 35 changes on this page

Mark-to-market only (no share change) · 3

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$3.1M	$64.2M	$61.0M	85	85
position key `pos:12296` · issuer key `iss:237` ADR	NO CHANGE	−$1.9M	$11.6M	$9.6M	454,000	454,000
position key `sid:sec:prov:31bd096d76f11be58e8f9b95ba95be3f` · issuer key `cusip6:644393` COM CL A	NO CHANGE	−$66.0K	$137K	$70.8K	120,000	120,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–33 of 33 issuers · $6.7B disclosed value over 67 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

GOLDMAN SACHS ETF TR

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · ACCES TREASURY CUSIP 381430529 src ↗	$918M	9,158,477
GOLDMAN SACHS ETF TR · ACCES TREASURY CUSIP 381430529 src ↗	$198M	1,975,251

ticker not yet mapped

$1.1B

11,133,728

16.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$496M	2,398,781
CHEVRON CORPORATION · COM CUSIP — src ↗	$72.4M	349,903

$569M

2,748,684

8.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$461M	1,885,449
JOHNSON & JOHNSON · COM CUSIP — src ↗	$66.5M	271,935

$527M

2,157,384

7.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARROW ELECTRS INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for ARROW ELECTRS INC, as it reported them
ARROW ELECTRS INC · COM CUSIP — src ↗	$449M	3,129,483
ARROW ELECTRS INC · COM CUSIP — src ↗	$64.4M	448,830

$513M

3,578,313

7.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VODAFONE GROUP PLC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for VODAFONE GROUP PLC, as it reported them
VODAFONE GROUP PLC · SPONSORED ADR CUSIP — src ↗	$333M	22,170,042
VODAFONE GROUP PLC · SPONSORED ADR CUSIP — src ↗	$70.4M	4,684,910

$403M

26,854,952

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for CITIGROUP INC, as it reported them
CITIGROUP INC · COM NEW CUSIP — src ↗	$349M	3,080,079
CITIGROUP INC · COM NEW CUSIP — src ↗	$52.7M	464,476

$402M

3,544,555

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for FEDEX CORP, as it reported them
FEDEX CORP · COM CUSIP — src ↗	$352M	988,462
FEDEX CORP · COM CUSIP — src ↗	$48.2M	135,222

$400M

1,123,684

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THOR INDS INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for THOR INDS INC, as it reported them
THOR INDS INC · COM CUSIP — src ↗	$346M	4,329,317
THOR INDS INC · COM CUSIP — src ↗	$45.8M	573,807

$392M

4,903,124

5.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LENNAR CORP

2 positions · 4 reported rows

Rows ACR Alpine Capital Research, LLC reported for LENNAR CORP, as it reported them
LENNAR CORP · CL A CUSIP — src ↗	$322M	3,708,225
LENNAR CORP · CL A CUSIP — src ↗	$43.8M	503,886
LENNAR CORP · CL B CUSIP — src ↗	$1.8M	20,924
LENNAR CORP · CL B CUSIP — src ↗	$1.1M	13,031

$369M

4,246,066

5.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIBERTY GLOBAL LTD

2 positions · 4 reported rows

Rows ACR Alpine Capital Research, LLC reported for LIBERTY GLOBAL LTD, as it reported them
LIBERTY GLOBAL LTD · COM CL A CUSIP — src ↗	$258M	21,344,901
LIBERTY GLOBAL LTD · COM CL C CUSIP — src ↗	$67.5M	5,755,422
LIBERTY GLOBAL LTD · COM CL A CUSIP — src ↗	$27.8M	2,299,916
LIBERTY GLOBAL LTD · COM CL C CUSIP — src ↗	$13.2M	1,129,202

$367M

30,529,441

5.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$310M	838,386
MICROSOFT CORP · COM CUSIP — src ↗	$53.0M	143,260

$363M

981,646

5.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL MTRS CO

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for GENERAL MTRS CO, as it reported them
GENERAL MTRS CO · COM CUSIP — src ↗	$259M	3,479,648
GENERAL MTRS CO · COM CUSIP — src ↗	$40.7M	546,020

$300M

4,025,668

4.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$247M	838,712
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$41.1M	139,783

$288M

978,495

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MAGNA INTL INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for MAGNA INTL INC, as it reported them
MAGNA INTL INC · COM CUSIP — src ↗	$218M	3,898,217
MAGNA INTL INC · COM CUSIP — src ↗	$53.0M	949,229

$271M

4,847,446

4.0%

BERKSHIRE HATHAWAY INC DEL

2 positions · 4 reported rows

Rows ACR Alpine Capital Research, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$88.1M	183,915
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$58.9M	82
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$19.5M	40,746
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$2.2M	3

$169M

224,746

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOLLAR GEN CORP

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for DOLLAR GEN CORP, as it reported them
DOLLAR GEN CORP · COM CUSIP — src ↗	$114M	963,088
DOLLAR GEN CORP · COM CUSIP — src ↗	$18.9M	159,477

$133M

1,122,565

2.0%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$26.3M

261,367

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELL TECHNOLOGIES INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for DELL TECHNOLOGIES INC, as it reported them
DELL TECHNOLOGIES INC · CL C CUSIP — src ↗	$10.6M	64,747
DELL TECHNOLOGIES INC · CL C CUSIP — src ↗	$8.6M	52,139

$19.2M

116,886

0.3%

—

IAC INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for IAC INC, as it reported them
IAC INC · COM NEW CUSIP — src ↗	$9.7M	241,262
IAC INC · COM NEW CUSIP — src ↗	$8.4M	209,526

ticker not yet mapped

$18.0M

450,788

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BARCLAYS PLC · ADR CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$9.6M

454,000

0.1%

—

SOUTHERN MO BANCORP INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for SOUTHERN MO BANCORP INC, as it reported them
SOUTHERN MO BANCORP INC · COM CUSIP 843380106 src ↗	$4.3M	66,596
SOUTHERN MO BANCORP INC · COM CUSIP 843380106 src ↗	$1.8M	28,111

ticker not yet mapped

$6.1M

94,707

0.1%

—

FIVE POINT HOLDINGS LLC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for FIVE POINT HOLDINGS LLC, as it reported them
FIVE POINT HOLDINGS LLC · COM CL A CUSIP 33833Q106 src ↗	$3.8M	791,913
FIVE POINT HOLDINGS LLC · COM CL A CUSIP 33833Q106 src ↗	$2.1M	437,342

ticker not yet mapped

$5.9M

1,229,255

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JEFFERIES FINANCIAL GROUP IN

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for JEFFERIES FINANCIAL GROUP IN, as it reported them
JEFFERIES FINANCIAL GROUP IN · COM CUSIP — src ↗	$4.1M	98,813
JEFFERIES FINANCIAL GROUP IN · COM CUSIP — src ↗	$1.1M	25,957

$5.1M

124,770

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$4.2M	35,140
MERCK & CO INC · COM CUSIP — src ↗	$518K	4,309

$4.7M

39,449

0.1%

—

DIAMOND HILL INVT GROUP INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for DIAMOND HILL INVT GROUP INC, as it reported them
DIAMOND HILL INVT GROUP INC · COM NEW CUSIP 25264R207 src ↗	$2.8M	16,165
DIAMOND HILL INVT GROUP INC · COM NEW CUSIP 25264R207 src ↗	$1.3M	7,589

ticker not yet mapped

$4.1M

23,754

0.1%

—

KENNEDY-WILSON HOLDINGS INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for KENNEDY-WILSON HOLDINGS INC, as it reported them
KENNEDY-WILSON HOLDINGS INC · COM CUSIP — src ↗	$2.3M	210,080
KENNEDY-WILSON HOLDINGS INC · COM CUSIP — src ↗	$1.6M	144,531

ticker not yet mapped

$3.8M

354,611

0.1%

—

LIBERTY LATIN AMERICA LTD

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for LIBERTY LATIN AMERICA LTD, as it reported them
LIBERTY LATIN AMERICA LTD · COM CL C CUSIP G9001E128 src ↗	$3.5M	395,814
LIBERTY LATIN AMERICA LTD · COM CL C CUSIP G9001E128 src ↗	$180K	20,403

ticker not yet mapped

$3.7M

416,217

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MGM RESORTS INTERNATIONAL

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for MGM RESORTS INTERNATIONAL, as it reported them
MGM RESORTS INTERNATIONAL · COM CUSIP — src ↗	$1.9M	52,499
MGM RESORTS INTERNATIONAL · COM CUSIP — src ↗	$1.4M	37,937

$3.3M

90,436

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZIFF DAVIS INC

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for ZIFF DAVIS INC, as it reported them
ZIFF DAVIS INC · COM CUSIP — src ↗	$1.9M	45,356
ZIFF DAVIS INC · COM CUSIP — src ↗	$1.1M	27,324

$3.0M

72,680

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

API GROUP CORP

1 position · 2 reported rows

Rows ACR Alpine Capital Research, LLC reported for API GROUP CORP, as it reported them
API GROUP CORP · COM STK CUSIP — src ↗	$2.4M	58,829
API GROUP CORP · COM STK CUSIP — src ↗	$309K	7,625

$2.7M

66,454

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECHOSTAR CORP · CL A CUSIP —
2026-03-31 filed 2026-04-30 +30d

src ↗

$1.5M

12,500

0.0%

—

NINE ENERGY SERVICE INC · COMMON STOCK CUSIP 65441V200
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$279K

46,500

0.0%

—

NEW FORTRESS ENERGY INC · COM CL A CUSIP 644393100
2026-03-31 filed 2026-04-30 +30d

src ↗

ticker not yet mapped

$70.8K

120,000

0.0%

1–20 of 33 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 99.5%above median 80.0%
Concentration index: 753 bpsabove median 446 bps
Positions with value: 67 / 67median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 99.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 753 · QoQ moves: 38

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ACR Alpine Capital Research, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).