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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • ACR Alpine Capital
Value
$6.4B
Stocks
30 Stocks (1 new)
Turnover
0.0%
Top Holdings
GSLC(22.07%) JNJ(6.12%) MGA(5.54%) BRK.A(5.47%) CVX(5.24%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| GSLC | None | GOLDMAN SACHS ETF TR | General | $247.9M | 0 | 22.1% | 0 | No Change |
| JNJ | None | Johnson & Johnson | Health Care | $68.8M | 0 | 6.1% | 0 | No Change |
| MGA | None | Magna International Inc. | Consumer Discretionary | $62.3M | 0 | 5.5% | 0 | No Change |
| BRK.A | None | Berkshire Hathaway | General | $61.4M | 0 | 5.5% | 0 | No Change |
| CVX | None | Chevron Corporation | Energy | $58.9M | 0 | 5.2% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $56.8M | 0 | 5.0% | 0 | No Change |
| VOD | None | Vodacom | Communication Services | $52.9M | 0 | 4.7% | 0 | No Change |
| LEN.B | None | Lennar Corporation | General | $50.4M | 0 | 4.5% | 0 | No Change |
| THO | None | Thor Industries | Consumer Discretionary | $49.2M | 0 | 4.4% | 0 | No Change |
| GM | None | General Motors | Consumer Discretionary | $45.9M | 0 | 4.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| PPLIPPLI | $5.6M | +100.0% | 0.5% | New |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 10 | $461.1M | 41.0% |
| Consumer Discretionary | 3 | $157.4M | 14.0% |
| Information Technology | 3 | $110.0M | 9.8% |
| Health Care | 3 | $103.9M | 9.3% |
| Communication Services | 4 | $87.2M | 7.8% |
| Industrials | 2 | $63.7M | 5.7% |
| Energy | 1 | $58.9M | 5.2% |
| Financials | 2 | $50.6M | 4.5% |
| Consumer Staples | 1 | $26.4M | 2.4% |
| Real Estate | 1 | $4.3M | 0.4% |