EdgeMarket › What Alpine Associates Management Inc. reported owning
What Alpine Associates Management Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
70Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NSC NORFOLK SOUTHERN CORP | 133.3M | 7.9% | 464.5K | 350.72 | +22.8% |
| unmapped CUSIP 00912X302 | 89.8M | 5.3% | 1.4M | — | — |
| unmapped CUSIP 16115Q308 | 88.6M | 5.2% | 428.8K | — | — |
| EA ELECTRONIC ARTS INC. | 65.4M | 3.9% | 320.8K | 209.70 | +33.5% |
| QRVO Qorvo, Inc. | 62.0M | 3.7% | 801.6K | 95.56 | +7.3% |
| UNF UNIFIRST CORP | 54.6M | 3.2% | 217.1K | 290.25 | +66.9% |
| KVUE Kenvue Inc. | 51.2M | 3.0% | 3.0M | 19.06 | -11.9% |
| VAL Valaris Ltd | 46.3M | 2.7% | 472.5K | 87.76 | +94.9% |
| SLAB SILICON LABORATORIES INC. | 46.3M | 2.7% | 222.4K | 218.00 | +63.0% |
| unmapped CUSIP 03940C100 | 43.4M | 2.6% | 378.0K | — | — |
| PEN Penumbra Inc | 43.3M | 2.6% | 131.9K | 325.18 | +27.2% |
| WBD Warner Bros. Discovery, Inc. | 43.0M | 2.5% | 1.6M | 28.55 | +147.4% |
| unmapped CUSIP 03753U106 | 34.8M | 2.0% | 864.0K | — | — |
| unmapped CUSIP 152309100 | 34.4M | 2.0% | 865.5K | — | — |
| SKYT SkyWater Technology, LLC | 33.7M | 2.0% | 1.2M | 32.46 | +239.9% |
| unmapped CUSIP 574795100 | 33.6M | 2.0% | 189.0K | — | — |
| unmapped CUSIP 436440101 | 32.7M | 1.9% | 432.2K | — | — |
| unmapped CUSIP 126349109 | 32.2M | 1.9% | 402.5K | — | — |
| ZIM ZIM Integrated Shipping Services Ltd. | 31.1M | 1.8% | 1.2M | 28.25 | +84.3% |
| unmapped CUSIP G4474Y214 | 30.3M | 1.8% | 590.6K | — | — |
| TXNM TXNM ENERGY INC | 29.9M | 1.8% | 512.1K | 57.22 | +1.2% |
| unmapped CUSIP 185123106 | 29.9M | 1.8% | 1.3M | — | — |
| WBS WEBSTER FINANCIAL CORP | 28.9M | 1.7% | 416.5K | 77.57 | +33.2% |
| BHF Brighthouse Financial, Inc. | 27.2M | 1.6% | 453.9K | 52.27 | +12.0% |
| AES AES CORP | 26.6M | 1.6% | 1.9M | 14.77 | +11.9% |
| unmapped CUSIP 81211K100 | 26.3M | 1.5% | 624.9K | — | — |
| AAUC Allied Gold Corp | 25.9M | 1.5% | 837.3K | 23.58 | +79.0% |
| unmapped CUSIP 88362T103 | 24.5M | 1.4% | 485.9K | — | — |
| LBRDK Liberty Broadband Corp | 23.7M | 1.4% | 472.2K | 36.02 | -41.3% |
| unmapped CUSIP 74267C106 | 23.4M | 1.4% | 945.6K | — | — |
| unmapped CUSIP 03152W109 | 23.1M | 1.4% | 1.6M | — | — |
| unmapped CUSIP 138103106 | 22.5M | 1.3% | 2.1M | — | — |
| DBRG DigitalBridge Group, Inc. | 22.4M | 1.3% | 1.5M | 15.93 | +41.1% |
| unmapped CUSIP 68278B107 | 22.1M | 1.3% | 920.7K | — | — |
| NATL NCR Atleos Corp | 20.7M | 1.2% | 474.8K | 46.41 | +22.1% |
| unmapped CUSIP 23954D109 | 19.8M | 1.2% | 925.0K | — | — |
| unmapped CUSIP 8676EP108 | 19.2M | 1.1% | 3.0M | — | — |
| unmapped CUSIP 81619Q105 | 19.2M | 1.1% | 1.2M | — | — |
| SSTK Shutterstock, Inc. | 18.9M | 1.1% | 1.1M | 5.32 | -74.9% |
| unmapped CUSIP 81686C104 | 18.9M | 1.1% | 1.6M | — | — |
| unmapped CUSIP 866683105 | 18.7M | 1.1% | 1.1M | — | — |
| unmapped CUSIP 637870106 | 18.0M | 1.1% | 475.9K | — | — |
| unmapped CUSIP 554489104 | 14.1M | 0.8% | 748.5K | — | — |
| SIMO Silicon Motion Technology CORP | 13.1M | 0.8% | 116.9K | 258.36 | +248.5% |
| SUNC SunocoCorp LLC | 11.5M | 0.7% | 186.7K | 77.26 | — |
| TALK Talkspace, Inc. | 9.6M | 0.6% | 1.9M | 5.25 | +103.5% |
| IMXI International Money Express, Inc. | 9.5M | 0.6% | 601.0K | 14.12 | -2.9% |
| unmapped CUSIP 030506109 | 9.0M | 0.5% | 225.8K | — | — |
| CDE Coeur Mining, Inc. | 7.6M | 0.5% | 407.5K | 20.97 | +83.1% |
| TWO TWO HARBORS INVESTMENT CORP. | 7.6M | 0.4% | 664.3K | 12.05 | +19.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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