ACR Alpine Capital Research, LLC
SEC Form 13F institutional filer · CIK 0001508822
13F-HR · 16 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$4.66B
Top-10 concentration
95.8%
ACR Alpine Capital Research, LLC — $4.66B AUM allocation strategy
ACR Alpine Capital Research, LLC files SEC Form 13F and reports $4.66B of long US equity value across 16 reported holdings for 2026-03-31.
Its largest sector bet is Financials 41.0%, followed by Consumer Discretionary 14.4% and Energy 12.2%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ACR Alpine Capital Research, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.66B
total across 16 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GS +3.02M sh · +$304M+$LEN +1M sh · +$35.3M+$MSFT +286K sh · +$27.1M
Biggest trims (shares)
−$DG −1.5M sh · −$215M−$GM −659K sh · −$81.1M−$FDX −617K sh · −$103M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage23.9%—
- Diversified Banks14.8%—
- Integrated Oil & Gas12.2%—
- Pharmaceuticals11.4%—
- Air Freight & Logistics8.6%—
- Homebuilding7.9%—
- Systems Software7.8%—
- Automobile Manufacturers6.4%—
- Other holdings7.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GS | Goldman Sachs Group Inc | 11.1M | $1.12B | +3.02M | 23.9% |
| $CVX | Chevron Corporation | 2.75M | $569M | +38.5K | 12.2% |
| $JNJ | Johnson & Johnson | 2.16M | $527M | -79.7K | 11.3% |
| $C | Citigroup Inc | 3.54M | $402M | -45.1K | 8.6% |
| $FDX | FedEx Corporation | 1.12M | $400M | -617K | 8.6% |
| $LEN | Lennar Corporation | 4.25M | $369M | +1M | 7.9% |
| $MSFT | Microsoft Corporation | 982K | $363M | +286K | 7.8% |
| $GM | General Motors Company | 4.03M | $300M | -659K | 6.4% |
| $JPM | JP Morgan Chase & Co | 978K | $288M | +1.31K | 6.2% |
| $DG | Dollar General Corporation | 1.12M | $133M | -1.5M | 2.9% |
…and 6 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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