0001085146-23-000581.txt : 20230202
0001085146-23-000581.hdr.sgml : 20230202
20230202100719
ACCESSION NUMBER: 0001085146-23-000581
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230202
DATE AS OF CHANGE: 20230202
EFFECTIVENESS DATE: 20230202
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ACR Alpine Capital Research, LLC
CENTRAL INDEX KEY: 0001508822
IRS NUMBER: 814872049
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14059
FILM NUMBER: 23579146
BUSINESS ADDRESS:
STREET 1: 8000 MARYLAND AVE.
STREET 2: SUITE 700
CITY: CLAYTON
STATE: MO
ZIP: 63105
BUSINESS PHONE: 314-932-1010
MAIL ADDRESS:
STREET 1: 8000 MARYLAND AVE.
STREET 2: SUITE 700
CITY: CLAYTON
STATE: MO
ZIP: 63105
FORMER COMPANY:
FORMER CONFORMED NAME: Alpine Investment Management, LLC
DATE OF NAME CHANGE: 20101227
13F-HR
1
primary_doc.xml
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0001508822
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12-31-2022
12-31-2022
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ACR Alpine Capital Research, LLC
8000 MARYLAND AVE.
SUITE 700
CLAYTON
MO
63105
13F HOLDINGS REPORT
028-14059
000110933
801-60694
N
Mitul D. Nakum
Chief Operating Officer
314-932-7600
/s/ Mitul D. Nakum
Saint Louis
MO
02-02-2023
1
65
2226800805
false
1
0001728826
028-18336
000286072
801-108952
ALPINE PRIVATE CAPITAL, LLC
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ACTIVISION BLIZZARD INC
COM
00507V109
BBG001S6C009
261112
3411
SH
SOLE
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3411
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AERCAP HOLDINGS NV
SHS
N00985106
BBG001SNX4Y4
1049760
18000
SH
SOLE
18000
0
0
BARCLAYS PLC
ADR
06738E204
BBG001S5P2T2
4963592
636358
SH
SOLE
636358
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
37572125
121632
SH
SOLE
1
121632
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
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491478
SH
SOLE
491478
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
23294930
129784
SH
SOLE
1
129784
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
98272702
547511
SH
SOLE
547511
0
0
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
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2731035
SH
SOLE
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0
0
CITIGROUP INC
COM NEW
172967424
BBG001S72ZG4
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SH
SOLE
1
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0
0
COMSTOCK RES INC
COM
205768302
BBG001S8FX55
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SH
SOLE
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32858
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DELL TECHNOLOGIES INC
CL C
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SOLE
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DELL TECHNOLOGIES INC
CL C
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FEDEX CORP
COM
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BBG001S5R3M5
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SOLE
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FEDEX CORP
COM
31428X106
BBG001S5R3M5
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SH
SOLE
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FIVE POINT HOLDINGS LLC
COM CL A
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BBG00BK2WQG8
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SOLE
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FIVE POINT HOLDINGS LLC
COM CL A
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BBG00BK2WQG8
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SH
SOLE
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FLOOR & DECOR HLDGS INC
CL A
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BBG007GJ2F90
484486
6958
SH
SOLE
1
6958
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0
GENERAL MTRS CO
COM
37045V100
BBG001SM1DK6
34478780
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SH
SOLE
1
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GENERAL MTRS CO
COM
37045V100
BBG001SM1DK6
145141111
4314540
SH
SOLE
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GOLDMAN SACHS ETF TR
ACCES TREASURY
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BBG00DRGSD25
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SH
SOLE
1
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0
GOLDMAN SACHS ETF TR
ACCES TREASURY
381430529
BBG00DRGSD25
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SH
SOLE
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HOWARD HUGHES CORP
COM
44267D107
BBG001T420F8
1987990
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SH
SOLE
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0
HOWARD HUGHES CORP
COM
44267D107
BBG001T420F8
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SH
SOLE
1
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IAC INC
COM NEW
44891N208
BBG00S1LR2D2
860650
19384
SH
SOLE
1
19384
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0
INSTALLED BLDG PRODS INC
COM
45780R101
BBG005TJKF09
515226
6019
SH
SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
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BBG00KJR2X19
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SH
SOLE
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ISHARES TR
IBOXX INV CP ETF
464287242
BBG001S60QR6
3100802
29411
SH
SOLE
29411
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0
ISHARES TR
MSCI ACWI EX US
464288240
BBG001S56R18
718309
15787
SH
SOLE
1
15787
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
BBG001S5SX02
2578130
75208
SH
SOLE
1
75208
0
0
JEFFERIES FINL GROUP INC
COM
47233W109
BBG001S5SX02
5513287
160831
SH
SOLE
160831
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0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
132847011
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SH
SOLE
752035
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0
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
30029585
169995
SH
SOLE
1
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0
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
151845779
1132332
SH
SOLE
1132332
0
0
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
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SH
SOLE
1
262793
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0
LENNAR CORP
CL A
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BBG001S5SRK3
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SH
SOLE
1
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0
LENNAR CORP
CL A
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BBG001S5SRK3
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SH
SOLE
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LENNAR CORP
CL B
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BBG001SKR1T9
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SH
SOLE
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LENNAR CORP
CL B
526057302
BBG001SKR1T9
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SH
SOLE
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LIBERTY GLOBAL PLC
SHS CL C
G5480U120
BBG001SJNBH7
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SH
SOLE
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LIBERTY GLOBAL PLC
SHS CL C
G5480U120
BBG001SJNBH7
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SH
SOLE
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LIBERTY LATIN AMERICA LTD
COM CL C
G9001E128
BBG00JKWJ004
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30413
SH
SOLE
1
30413
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0
LIBERTY LATIN AMERICA LTD
COM CL C
G9001E128
BBG00JKWJ004
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SH
SOLE
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LUMEN TECHNOLOGIES INC
COM
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BBG001S5Q8G2
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SH
SOLE
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LUMEN TECHNOLOGIES INC
COM
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SH
SOLE
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MAGNA INTL INC
COM
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BBG001S5SY91
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SH
SOLE
1
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0
MAGNA INTL INC
COM
559222401
BBG001S5SY91
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SH
SOLE
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MERCK & CO INC
COM
58933Y105
BBG001S5TC52
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SH
SOLE
1
14771
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
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SH
SOLE
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0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
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SH
SOLE
1
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0
NERDY INC
CL A COM
64081V109
BBG00XWZB4W8
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317000
SH
SOLE
317000
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0
NERDY INC
CL A COM
64081V109
BBG00XWZB4W8
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SH
SOLE
1
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RESOLUTE FST PRODS INC
COM
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BBG001TJ3TQ9
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SH
SOLE
48000
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0
RESOLUTE FST PRODS INC
COM
76117W109
BBG001TJ3TQ9
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SH
SOLE
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SCHWAB STRATEGIC TR
US AGGREGATE B
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BBG001WBMLH8
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21937
SH
SOLE
1
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0
0
SOLID POWER INC
CLASS A COM
83422N105
BBG0112HCTV5
215900
85000
SH
SOLE
85000
0
0
SOUTHERN MO BANCORP INC
COM
843380106
BBG001S7WWN0
689604
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SH
SOLE
1
15047
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THOR INDS INC
COM
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BBG001S5WPH6
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SH
SOLE
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THOR INDS INC
COM
885160101
BBG001S5WPH6
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SH
SOLE
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VANGUARD BD INDEX FDS
SHORT TRM BOND
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BBG001ST39Q2
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SH
SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
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BBG001SHTB03
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SH
SOLE
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0
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
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SH
SOLE
1
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0
0
VMWARE INC
CL A COM
928563402
BBG001S6TFZ0
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SH
SOLE
9426
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0
VODAFONE GROUP PLC NEW
SPONSORED ADR
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BBG001S6MDB8
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SH
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VODAFONE GROUP PLC NEW
SPONSORED ADR
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BBG001S6MDB8
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SH
SOLE
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