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ACR ALPINE CAPITAL RESEARCH, LLC
ST. LOUIS MO
Investment Advisor
Hedge Fund
ACR Alpine Capital Research is based out of St. Louis. ACR Alpine Capital Research is a hedge fund with 5765 clients and discretionary assets under management (AUM) of $3,758,684,382 (Form ADV from 2024-10-15). Their last reported 13F filing for Q1 2025 included $4,779,708,638 in managed 13F securities
and a top 10 holdings concentration of 72.95%. ACR Alpine Capital Research's largest holding is Goldman Sachs Access Treasury 0-1 Year ETF with shares held of 4,177,961. Whalewisdom has at least 63 13F filings, 3 13D filings, 23 13G filings, and 5 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2017-05-04. The notice included securities offered of Equity
Investment Strategy
Equity Partners is a concentrated, actively managed strategy focused on capital appreciation through a value-oriented approach. It invests in 15-25 quality, publicly traded companies headquartered or domiciled in the United States or Canada, using a bottom-up approach and a long-term investment horizon. The strategy has broad latitude to invest in both equity and debt instruments throughout the corporate capital structure.
ACR uses fundamental analysis to measure the intrinsic value of a security by examining economic and financial factors, including the overall economy, industry conditions, and the company's financial condition and management. This analysis helps determine if a security is underpriced (a potential buying opportunity) or overpriced (a potential selling opportunity). ACR continuously manages assets based on the investment goals and objectives outlined in the Mutual Funds’ prospectuses and the Partnerships’ private placement memorandum.
Owners
- ACR ALPINE CAPITAL RESEARCH, LP - DIRECT OWNER
- SCIBELLI, ANTHONY, CHRISTOPHER - MANAGING DIRECTOR
- TOMPRAS, NICHOLAS, VIRGIL - CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
- GRAYSON, DARRYL, STEPHEN - MANAGING DIRECTOR
- NAKUM, MITUL, DEVJI - CHIEF OPERATING OFFICER
- STOWELL III, JOSEPH, FRANCIS - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| FDX Fedex Corp | 2.89% |
| JNJ Johnson & Johnson | 1.96% |
| LEN Lennar Corp. Class A | 1.52% |
| DG Dollar General Corp | 1.08% |
| THO Thor Industries, Inc | 1.08% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| GBIL Goldman Sachs Access | 2.38% |
| BRK.B Berkshire Hathaway I | 1.94% |
| C Citigroup, Inc | 1.1% |
| JPM JPMorgan Chase & Co. | 0.96% |
| BRK.A Berkshire Hathaway I | 0.76% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| GBIL Goldman Sachs Access | 8.76% |
| FDX Fedex Corp | 8.08% |
| JNJ Johnson & Johnson | 7.73% |
| DG Dollar General Corp | 7.72% |
| C Citigroup, Inc | 7.69% |
2025-03-31
13F Activity
| Market Value | $4.78b, Prior: $4.62b |
| Inflows (Outflows) as % of Total MV | +4.3636% |
| New Purchases | 4 stocks |
| Added To | 20 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 13 stocks |
| Top 10 Holdings % | 72.95% |
| Turnover %[1] | 11.9% |
| Turnover Alt %[2] | 7.53% |
| Time Held Top 20 | 24.85 quarters |
| Time Held Top 10 | 8.2 quarters |
| Time Held All | 18.78 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
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2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31