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ACR Alpine Capital Research, LLC
Nicholas Tompras · Asset Manager · Value
ACR Alpine Capital Research, LLC is a fundamental valuation-based asset management firm headquartered in St. Louis, Missouri. Founded in 1999 by Nicholas Tompras, the firm is 100% employee-owned and specializes in managing concentrated investment portfolios for financial intermediaries, institutional investors, and high-net-worth individuals. ACR is known for its disciplined approach to valuation, focusing on intrinsic value and the mitigation of risk to protect and maximize long-term purchasing power. The firm offers a variety of investment strategies, including its flagship Equity Quality Return strategy, and serves as an advisor to mutual funds and private investment partnerships.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.2% |
| YTD return | +10.6% |
| Sharpe ratio | 4.27 |
| Win rate | 53% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.acr-invest.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GM | General Motors Company | 12.3% | +37.1% |
| DG | Dollar General Corporation | 11.8% | +23.6% |
| VOD | Vodafone Group PLC ADR | 10.3% | +50.8% |
| FDX | FedEx Corporation | 10.0% | +24.1% |
| JNJ | Johnson & Johnson | 8.2% | +45.8% |
| C | Citigroup Inc | 7.8% | +37.6% |
| THO | Thor Industries Inc | 7.1% | -32.1% |
| CVX | Chevron Corp | 6.7% | +33.2% |
| JPM | JPMorgan Chase & Co | 5.4% | +14.4% |
| MSFT | Microsoft Corporation | 4.5% | -3.3% |
| ARW | Arrow Electronics Inc | 4.5% | +80.0% |
| LBTYA | Liberty Global PLC | 4.2% | -13.7% |
| LEN | Lennar Corporation | 3.9% | -38.8% |
| BRK-A | Berkshire Hathaway Inc | 2.5% | +0.8% |
| BCS | Barclays PLC ADR | 0.2% | +22.8% |
| DELL | Dell Technologies Inc | 0.1% | +285.7% |
| IAC | IAC Inc. | 0.1% | +23.6% |
| JDSPY | JD Sports Fashion PLC | 0.1% | 0.0% |
| MGM | MGM Resorts International | 0.1% | +11.6% |
| FPH | Five Point Holdings LLC | 0.1% | -19.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | CVX | 6.7% → 9.4% |
| Aug 3, 2026 | SELL | FDX | 10.0% → 6.0% |
| Aug 3, 2026 | BUY | MSFT | 4.5% → 9.1% |
| Aug 3, 2026 | SELL | C | 7.8% → 4.8% |
| Aug 3, 2026 | BUY | ELV | 0.0% → 4.9% |
Investment Style Analysis
ACR Alpine Capital Research, LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Telecom Services and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, ACR Alpine Capital Research, LLC made a significant move by increasing exposure to CVX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
ACR's investment philosophy is built upon the core principles of fundamental valuation, absolute return orientation, and risk management. The firm employs a bottom-up research process to identify quality businesses and securities trading at a significant discount to their intrinsic value, thereby providing a quantifiable margin of safety. ACR prioritizes the protection of capital from permanent impairment and speculative loss over chasing short-term market fluctuations. Its strategy is characterized by high conviction, concentrated portfolios, and a willingness to hold liquid reserves when attractive opportunities that meet its strict valuation criteria are unavailable.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with ACR Alpine Capital Research, LLC.
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Frequently asked questions
How is the simulated portfolio for ACR Alpine Capital Research, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is ACR Alpine Capital Research, LLC's largest holding?
As of the latest filing, ACR Alpine Capital Research, LLC's top position is General Motors Company (GM), representing 12.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is ACR Alpine Capital Research, LLC's historical performance and risk profile?
Our simulation indicates a total return of +22.2% with a win rate of 53%. Notably, the portfolio maintains a Sharpe Ratio of 4.27, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does ACR Alpine Capital Research, LLC primarily invest in?
ACR Alpine Capital Research, LLC has a strong preference for the Telecom Services sector, which makes up 14.5% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is ACR Alpine Capital Research, LLC's portfolio concentrated or diversified?
ACR Alpine Capital Research, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has ACR Alpine Capital Research, LLC performed in 2026?
Our AI-simulated model portfolio for ACR Alpine Capital Research, LLC tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nicholas Tompras manage ACR Alpine Capital Research, LLC directly?
Yes, Nicholas Tompras serves as the key portfolio manager for ACR Alpine Capital Research, LLC, overseeing the investment strategy and final capital allocation decisions.