0001085146-24-000770.txt : 20240206 0001085146-24-000770.hdr.sgml : 20240206 20240206171911 ACCESSION NUMBER: 0001085146-24-000770 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ACR Alpine Capital Research, LLC CENTRAL INDEX KEY: 0001508822 ORGANIZATION NAME: 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: 24601243 BUSINESS ADDRESS: STREET 1: 190 CARONDELET PLAZA STREET 2: SUITE 1300 CITY: ST. LOUIS STATE: MO ZIP: 63105 BUSINESS PHONE: 314-932-1010 MAIL ADDRESS: STREET 1: 190 CARONDELET PLAZA STREET 2: SUITE 1300 CITY: ST. LOUIS 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 12-31-2023 12-31-2023 false ACR Alpine Capital Research, LLC

190 CARONDELET PLAZA SUITE 1300 ST. LOUIS MO 63105

13F HOLDINGS REPORT 028-14059 000110933 801-60694 N Mitul D. Nakum 314-932-7600 /s/ Mitul D. Nakum Saint Louis MO 02-06-2024 1 63 2959837261 false 1 0001728826 028-18336 000286072 801-108952 ALPINE PRIVATE CAPITAL, LLC INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 1337760 18000 SH SOLE 18000 0 0 BARCLAYS PLC ADR 06738E204 BBG001S5P2T2 7343041 931858 SH SOLE 931858 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 171136965 479832 SH SOLE 479832 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 43805338 122821 SH SOLE 1 122821 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 29468945 197566 SH SOLE 1 197566 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 123782174 829862 SH SOLE 829862 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 47436425 922170 SH SOLE 1 922170 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 174222229 3386902 SH SOLE 3386902 0 0 COMSTOCK RES INC COM 205768302 BBG001S8FX55 289731 32738 SH SOLE 1 32738 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 4530101 59217 SH SOLE 1 59217 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 3855065 50393 SH SOLE 50393 0 0 ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 BBG004DFMB86 76791 12527 SH SOLE 1 12527 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 24342038 96225 SH SOLE 1 96225 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 124505286 492174 SH SOLE 492174 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQG8 1022780 333153 SH SOLE 333153 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQG8 1108491 361072 SH SOLE 1 361072 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 777239 6967 SH SOLE 1 6967 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 165904417 4618720 SH SOLE 4618720 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 44042733 1226134 SH SOLE 1 1226134 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 98425749 986823 SH SOLE 1 986823 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 238970525 2395935 SH SOLE 2395935 0 0 HESS CORP COM 42809H107 BBG001S5NHS2 1048476 7273 SH SOLE 1 7273 0 0 HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 908028 10614 SH SOLE 10614 0 0 HOWARD HUGHES HOLDINGS INC COM 44267T102 BBG01HTMDZ63 1187605 13882 SH SOLE 1 13882 0 0 IAC INC COM NEW 44891N208 BBG00S1LR2D2 1947803 37186 SH SOLE 1 37186 0 0 IAC INC COM NEW 44891N208 BBG00S1LR2D2 890460 17000 SH SOLE 17000 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 6385087 77791 SH SOLE 1 77791 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 77825563 948167 SH SOLE 948167 0 0 JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 5393361 133466 SH SOLE 133466 0 0 JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 3970808 98263 SH SOLE 1 98263 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 128413696 819278 SH SOLE 819278 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 30071638 191857 SH SOLE 1 191857 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 44995873 264526 SH SOLE 1 264526 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 188454129 1107902 SH SOLE 1107902 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 44948377 301586 SH SOLE 1 301586 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 192039842 1288512 SH SOLE 1288512 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 2956875 22058 SH SOLE 1 22058 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 6796335 50700 SH SOLE 50700 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZHB9 1355087 76257 SH SOLE 1 76257 0 0 LIBERTY GLOBAL LTD COM CL A G61188101 BBG01K9HZHB9 8902681 500995 SH SOLE 500995 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ456 132650683 7116453 SH SOLE 7116453 0 0 LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ456 22964610 1232007 SH SOLE 1 1232007 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 198606 27058 SH SOLE 1 27058 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 3404288 463799 SH SOLE 463799 0 0 MAGNA INTL INC COM 559222401 BBG001S5SY91 170659373 2888615 SH SOLE 2888615 0 0 MAGNA INTL INC COM 559222401 BBG001S5SY91 40045133 677812 SH SOLE 1 677812 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1854103 17007 SH SOLE 1 17007 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 169600973 451018 SH SOLE 451018 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 44164424 117446 SH SOLE 1 117446 0 0 NATIONAL WESTN LIFE GROUP IN CL A 638517102 BBG008HNHYZ2 811957 1681 SH SOLE 1 1681 0 0 NERDY INC CL A COM 64081V109 BBG00XWZB4W8 1087310 317000 SH SOLE 317000 0 0 NERDY INC CL A COM 64081V109 BBG00XWZB4W8 1735484 505972 SH SOLE 1 505972 0 0 NINE ENERGY SERVICE INC COM 65441V101 BBG004M28MG8 40200 15000 SH SOLE 15000 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 943216 20232 SH SOLE 1 20232 0 0 SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 123250 85000 SH SOLE 85000 0 0 SOUTHERN MO BANCORP INC COM 843380106 BBG001S7WWN0 1911896 35810 SH SOLE 1 35810 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 141138879 1193563 SH SOLE 1193563 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 33025924 279289 SH SOLE 1 279289 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 3210341 41682 SH SOLE 1 41682 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 863967 3642 SH SOLE 1 3642 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 615386 4116 SH SOLE 1 4116 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 114208551 13127420 SH SOLE 13127420 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 BBG001S6MDB8 19703160 2264731 SH SOLE 1 2264731 0 0