Acr Alpine Capital Research 13F annual report

Acr Alpine Capital Research is an investment fund managing more than $3.3 trillion ran by Mitul Nakum. There are currently 36 companies in Nakum’s portfolio. The largest investments include Goldman Sachs Etf Tr and Citigroup Inc, together worth $797 billion.

Limited to 30 biggest holdings

$3.3 trillion Assets Under Management (AUM)

As of 29th April 2024, Acr Alpine Capital Research’s top holding is 4,984,835 shares of Goldman Sachs Etf Tr currently worth over $503 billion and making up 15.3% of the portfolio value. In addition, the fund holds 4,656,970 shares of Citigroup Inc worth $295 billion, whose value grew 46.3% in the past six months. The third-largest holding is General Mtrs Co worth $287 billion and the next is Berkshire Hathaway worth $252 billion, with 598,662 shares owned.

Currently, Acr Alpine Capital Research's portfolio is worth at least $3.3 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Acr Alpine Capital Research

The Acr Alpine Capital Research office and employees reside in St. Louis, Missouri. According to the last 13-F report filed with the SEC, Mitul Nakum serves as the Chief Operating Officer at Acr Alpine Capital Research.

Recent trades

In the most recent 13F filing, Acr Alpine Capital Research revealed that it had opened a new position in MGM Resorts International and bought 83,083 shares worth $3.92 billion. This means they effectively own approximately 0.1% of the company. MGM Resorts International makes up 0.9% of the fund's Consumer Discretionary sector allocation and has decreased its share price by approximately 0.1% in the past year.

The investment fund also strengthened its position in Goldman Sachs Etf Tr by buying 1,602,077 additional shares. This makes their stake in Goldman Sachs Etf Tr total 4,984,835 shares worth $503 billion.

On the other hand, there are companies that Acr Alpine Capital Research is getting rid of from its portfolio. Acr Alpine Capital Research closed its position in Aercap Holdings Nv on 6th May 2024. It sold the previously owned 18,000 shares for $1.34 billion. Mitul Nakum also disclosed a decreased stake in Berkshire Hathaway by approximately 0.1%. This leaves the value of the investment at $252 billion and 598,662 shares.

One of the largest hedge funds

The two most similar investment funds to Acr Alpine Capital Research are Optiver B.v and Galileo (ptc) Ltd. They manage $3.3 trillion and $3.29 trillion respectively.

Mitul Nakum investment strategy

Acr Alpine Capital Research’s portfolio is diversified across 8 sectors. Currently, their heaviest sector is Finance — making up 16.9% of the total portfolio value. The fund focuses on investments in the United States as 38.9% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 33% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $179 billion.

The complete list of Acr Alpine Capital Research trades based on 13F SEC filings

These positions were updated on May 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Goldman Sachs Etf Tr	47.36% 4,984,835	$502,920,058,000	15.25%
Citigroup Inc	8.07% 4,656,970	$294,506,754,000	8.93%
General Mtrs Co	8.43% 6,337,547	$287,407,767,000	8.72%
Berkshire Hathaway Inc.	0.66% 598,662	$251,749,303,000	7.63%
Magna International Inc.	11.79% 3,986,843	$217,203,231,000	6.59%
Jpmorgan Chase Co	25.85% 1,017,609	$203,827,135,000	6.18%
Microsoft Corporation	18.68% 462,298	$194,497,972,000	5.90%
Lennar Corp.	28.29% 1,192,435	$203,977,463,000	6.19%
Vodafone Group plc	40.39% 21,608,956	$192,319,710,000	5.83%
Chevron Corp.	15.49% 1,186,600	$187,174,313,000	5.68%
Johnson Johnson	11.06% 1,122,972	$177,642,859,000	5.39%
Thor Inds Inc	0.76% 1,461,587	$171,502,655,000	5.20%
Fedex Corp	9.78% 530,833	$153,803,686,000	4.66%
Liberty Global Ltd	22.29% 10,915,574	$190,574,912,000	5.78%
Dell Technologies Inc	11.08% 97,463	$11,121,503,000	0.34%
Jefferies Finl Group Inc	2.44% 237,381	$10,468,503,000	0.32%
Barclays plc	14.82% 1,069,922	$10,110,763,000	0.31%
IAC Inc	35.73% 73,548	$3,923,050,000	0.12%
MGM Resorts International	Opened 83,083	$3,922,348,000	0.12%
Invesco Exchange Traded Fd T	96.03% 40,755	$3,604,351,000	0.11%
Liberty Latin America Ltd	0.63% 487,763	$3,409,466,000	0.10%
Vanguard Bd Index Fds	6.40% 44,350	$3,400,326,000	0.10%
Nerdy Inc	15.69% 952,062	$2,770,500,000	0.08%
Five Point Holdings LLC	19.29% 828,123	$2,592,025,000	0.08%
Merck Co Inc	4.27% 17,733	$2,339,869,000	0.07%
Southern Mo Bancorp Inc	36.09% 48,735	$2,130,207,000	0.06%
Howard Hughes Corporation	12.18% 27,479	$1,995,525,000	0.06%
Hess Corporation	58.75% 11,546	$1,762,381,000	0.05%
Aercap Holdings Nv	Closed 18,000	$1,337,760,000
Schwab Strategic Tr	17.46% 23,764	$1,093,144,000	0.03%
National Westn Life Group In	27.19% 2,138	$1,051,810,000	0.03%
Vanguard Index Fds	2.60% 7,960	$1,671,886,000	0.05%
Floor Decor Hldgs Inc	41.60% 4,069	$527,424,000	0.02%
Comstock Res Inc	No change 32,738	$303,809,000	0.01%
Solid Power Inc	No change 85,000	$172,550,000	0.01%
Ellington Residential Mtg Re	No change 12,527	$86,562,000	0.00%
Nine Energy Service Inc	No change 15,000	$33,600,000	0.00%
No transactions found
Showing first 500 out of 37 holdings