Chief Operating Officer

0001085146-23-002874.txt : 20230724 0001085146-23-002874.hdr.sgml : 20230724 20230724152500 ACCESSION NUMBER: 0001085146-23-002874 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231104919 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 X0202 13F-HR LIVE false false false 0001508822 XXXXXXXX 06-30-2023 06-30-2023 false 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 07-24-2023 1 63 2651551368 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 305756 3627 SH SOLE 1 3627 0 0 AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 1143360 18000 SH SOLE 18000 0 0 BARCLAYS PLC ADR 06738E204 BBG001S5P2T2 6656304 846858 SH SOLE 846858 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 164792593 483263 SH SOLE 483263 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 41398764 121404 SH SOLE 1 121404 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 24793954 157572 SH SOLE 1 157572 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 100931647 641447 SH SOLE 641447 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 150739523 3274099 SH SOLE 3274099 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 36301527 788478 SH SOLE 1 788478 0 0 COMSTOCK RES INC COM 205768302 BBG001S8FX55 379761 32738 SH SOLE 1 32738 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2854844 52760 SH SOLE 1 52760 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2726765 50393 SH SOLE 50393 0 0 ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 BBG004DFMB86 107076 14851 SH SOLE 1 14851 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 46470342 187456 SH SOLE 1 187456 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 202252990 815865 SH SOLE 815865 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQG8 962812 333153 SH SOLE 333153 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQG8 671150 232232 SH SOLE 1 232232 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 794254 7640 SH SOLE 1 7640 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 41477681 1075666 SH SOLE 1 1075666 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 171381733 4444547 SH SOLE 4444547 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 40910221 408816 SH SOLE 1 408816 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 104115117 1040423 SH SOLE 1040423 0 0 HOWARD HUGHES CORP COM 44267D107 BBG001T420F8 1113877 14114 SH SOLE 14114 0 0 HOWARD HUGHES CORP COM 44267D107 BBG001T420F8 917129 11621 SH SOLE 1 11621 0 0 IAC INC COM NEW 44891N208 BBG00S1LR2D2 1067600 17000 SH SOLE 17000 0 0 IAC INC COM NEW 44891N208 BBG00S1LR2D2 1381035 21991 SH SOLE 1 21991 0 0 INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 885811 6320 SH SOLE 1 6320 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 66460 857 SH SOLE 857 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 8141732 104987 SH SOLE 1 104987 0 0 JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 4427067 133466 SH SOLE 133466 0 0 JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 2572798 77564 SH SOLE 1 77564 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 128050569 773626 SH SOLE 773626 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 29941214 180892 SH SOLE 1 180892 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 162076189 1114385 SH SOLE 1114385 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 38288680 263261 SH SOLE 1 263261 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 37753647 301282 SH SOLE 1 301282 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 162165956 1294118 SH SOLE 1294118 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 3056109 27050 SH SOLE 1 27050 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 6228700 55131 SH SOLE 55131 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 BBG001SJNBH7 33525877 1886656 SH SOLE 1 1886656 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 BBG001SJNBH7 152274212 8569173 SH SOLE 8569173 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 4739340 549807 SH SOLE 549807 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 243808 28284 SH SOLE 1 28284 0 0 MAGNA INTL INC COM 559222401 BBG001S5SY91 36866890 653205 SH SOLE 1 653205 0 0 MAGNA INTL INC COM 559222401 BBG001S5SY91 158842780 2814365 SH SOLE 2814365 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1703964 14767 SH SOLE 1 14767 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 157328582 461997 SH SOLE 461997 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 39772357 116792 SH SOLE 1 116792 0 0 NERDY INC CL A COM 64081V109 BBG00XWZB4W8 1416324 339646 SH SOLE 1 339646 0 0 NERDY INC CL A COM 64081V109 BBG00XWZB4W8 1321890 317000 SH SOLE 317000 0 0 NINE ENERGY SERVICE INC COM 65441V101 BBG004M28MG8 57450 15000 SH SOLE 15000 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 837019 18133 SH SOLE 1 18133 0 0 SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 215900 85000 SH SOLE 85000 0 0 SOUTHERN MO BANCORP INC COM 843380106 BBG001S7WWN0 1565838 40724 SH SOLE 1 40724 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 121509275 1174003 SH SOLE 1174003 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 28191744 272384 SH SOLE 1 272384 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 3138048 41525 SH SOLE 1 41525 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 795998 3614 SH SOLE 1 3614 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 579404 4077 SH SOLE 1 4077 0 0 VITESSE ENERGY INC COMMON STOCK 92852X103 BBG01B9G0J34 3315 148 SH SOLE 148 0 0 VITESSE ENERGY INC COMMON STOCK 92852X103 BBG01B9G0J34 197635 8823 SH SOLE 1 8823 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 144540347 15295275 SH SOLE 15295275 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 31580624 3341865 SH SOLE 1 3341865 0 0