Alpine Associates Management
$1.7B Assets Reported
106 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 464,455 | $133M | 7.9% |
| AL | AIR LEASE CORP | 1,382,306 | $90M | 5.3% |
| GTLS | CHART INDS INC | 428,754 | $89M | 5.2% |
| EA | ELECTRONIC ARTS INC | 320,764 | $65M | 3.9% |
| QRVO | QORVO INC | 801,559 | $62M | 3.7% |
| UNF | UNIFIRST CORP MASS | 217,050 | $55M | 3.2% |
| KVUE | KENVUE INC | 2,968,520 | $51M | 3.0% |
| VAL | VALARIS LTD | 472,500 | $46M | 2.7% |
| SLAB | SILICON LABORATORIES INC | 222,450 | $46M | 2.7% |
| ACLX | ARCELLX INC | 378,000 | $43M | 2.6% |
Track Alpine Associates Management's 13F portfolio: $1.7B in reported holdings, 106 positions. Top holdings, AUM, and quarterly changes on SentiSense.