13F
← All fund report cards

ACR Alpine Capital Research, LLC

13F equity value
$6.7B
Positions
36
Top 10 concentration
75.4%
Quarters / total new picks
17 / 33
13F equity value over time
$0M$26B$51B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 17 quarters, returned +2.8% per quarter — versus +4.2% per quarter from simply owning every 13F stock. It beat that baseline in only 41.2% of quarters (excess t = -0.34, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.9%
t-stat
-0.34
Quarterly win rate
41%
Annualized excess
-9.0%
$1 → follow vs universe
$1.36 vs $1.92
Cumulative return: $1 invested in new picks vs universe
1.00 20180930: universe 1.04620181231: universe 1.03520200331: universe 1.24720200630: universe 1.37820201231: universe 1.44120210331: universe 1.45420210630: universe 1.57020220331: universe 1.68620220630: universe 1.56220221231: universe 1.45020231231: universe 1.51520240331: universe 1.55020240630: universe 1.69020240930: universe 1.67620241231: universe 1.56420250331: universe 1.70520250930: universe 1.917 20180930: follow 0.95720181231: follow 0.90820200331: follow 1.06720200630: follow 1.13220201231: follow 1.19520210331: follow 1.10920210630: follow 1.24320220331: follow 1.54720220630: follow 1.27420221231: follow 1.08720231231: follow 1.36920240331: follow 1.33720240630: follow 1.19220240930: follow 1.01020241231: follow 0.96920250331: follow 1.11820250930: follow 1.362 0.84 1.45 2.07 2018202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 36 · 2026 Q1

Ticker Value Weight QoQ
GBIL $1.1B
16.7%
ADD
CVX $569M
8.5%
HOLD
JNJ $527M
7.9%
TRIM
ARW $513M
7.7%
ADD
VOD $403M
6.0%
ADD
C $402M
6.0%
HOLD
FDX $400M
6.0%
TRIM
THO $392M
5.9%
ADD
LEN $366M
5.5%
ADD
MSFT $363M
5.4%
ADD
GM $300M
4.5%
TRIM
JPM $288M
4.3%
HOLD
LBTYA $286M
4.3%
ADD
MGA $271M
4.0%
TRIM
DG $133M
2.0%
TRIM
BRK/B $108M
1.6%
HOLD
LBTYA $81M
1.2%
ADD
BRK/A $61M
0.9%
HOLD
SGOV $26M
0.4%
ADD
DELL $19M
0.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.