Christian Marzullo
Alpine Associates Management Inc.
Assets Managed
$1.696B
Holdings
70
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
12.82%(2Q avg: 1.79%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Alpine Associates Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.
Assets under management
The assets under management (AUM) of Alpine Associates Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.696B in assets, with a quarterly growth rate of 12.82% and a 2-quarter average growth rate of 1.79%. The portfolio is managed by Christian Marzullo, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NSC Norfolk Southern Corp
| 7.86% | $133.299M 464,455 shares@ $287.0 avg price | Decreased -0.79% |
AL Air Lease Corp
| 5.3% | $89.767M 1.382M shares@ $64.94 avg price | Increased 23.57% |
GTLS Chart Industries Inc
| 5.23% | $88.645M 428,754 shares@ $206.76 avg price | Decreased -0.5% |
EA Electronic Arts Inc
| 3.86% | $65.394M 320,764 shares@ $203.88 avg price | Increased 18.19% |
QRVO Qorvo Inc
| 3.66% | $62.041M 801,559 shares@ $77.41 avg price | Increased 93.12% |
UNF Unifirst Corp Ma
| 3.22% | $54.608M 217,050 shares@ $251.59 avg price | New Position |
KVUE Kenvue Inc
| 3.02% | $51.177M 2.969M shares@ $17.24 avg price | Increased 37.52% |
VAL Valaris Ltd
| 2.74% | $46.324M 472,500 shares@ $98.04 avg price | New Position |
SLAB Silicon Laboratories Inc
| 2.73% | $46.303M 222,450 shares@ $208.16 avg price | New Position |
ACLX Arcellx Inc
| 2.56% | $43.402M 378,000 shares@ $114.82 avg price | New Position |
1-10 of 70