0001085146-22-001554.txt : 20220426 0001085146-22-001554.hdr.sgml : 20220426 20220425175152 ACCESSION NUMBER: 0001085146-22-001554 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220426 DATE AS OF CHANGE: 20220425 EFFECTIVENESS DATE: 20220426 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: 22851027 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 13F-HR LIVE false false false 0001508822 XXXXXXXX 03-31-2022 03-31-2022 false ACR Alpine Capital Research, LLC

8000 MARYLAND AVE. SUITE 700 CLAYTON MO 63105

13F HOLDINGS REPORT 028-14059 N Mitul D. Nakum 314-932-7600 /s/ Mitul D. Nakum Saint Louis MO 04-25-2022 1 59 2014356 false 1 0001728826 028-18336 ALPINE PRIVATE CAPITAL, LLC INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACTIVISION BLIZZARD INC COM 00507V109 272 3398 SH SOLE 1 3398 0 0 AERCAP HOLDINGS NV SHS N00985106 2363 47000 SH SOLE 47000 0 0 BARCLAYS PLC ADR 06738E204 5027 636358 SH SOLE 636358 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44023 124743 SH SOLE 1 124743 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 151369 428917 SH SOLE 428917 0 0 CHEVRON CORP NEW COM 166764100 33684 206869 SH SOLE 1 206869 0 0 CHEVRON CORP NEW COM 166764100 137733 845871 SH SOLE 845871 0 0 CITIGROUP INC COM NEW 172967424 32170 602428 SH SOLE 1 602428 0 0 CITIGROUP INC COM NEW 172967424 131206 2457048 SH SOLE 2457048 0 0 COMSTOCK RES INC COM 205768302 2857 218932 SH SOLE 218932 0 0 COMSTOCK RES INC COM 205768302 1051 80521 SH SOLE 1 80521 0 0 DELL TECHNOLOGIES INC CL C 24703L202 2027 40393 SH SOLE 40393 0 0 DELL TECHNOLOGIES INC CL C 24703L202 1484 29565 SH SOLE 1 29565 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 2036 333153 SH SOLE 333153 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 1376 225134 SH SOLE 1 225134 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 528 6513 SH SOLE 1 6513 0 0 GENERAL MTRS CO COM 37045V100 150605 3443195 SH SOLE 3443195 0 0 GENERAL MTRS CO COM 37045V100 36889 843362 SH SOLE 1 843362 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1320 13206 SH SOLE 1 13206 0 0 HOWARD HUGHES CORP COM 44267D107 569 5488 SH SOLE 1 5488 0 0 HOWARD HUGHES CORP COM 44267D107 2695 26014 SH SOLE 26014 0 0 IAC INTERACTIVECORP NEW COM NEW 44891N208 975 9725 SH SOLE 1 9725 0 0 INSTALLED BLDG PRODS INC COM 45780R101 509 6026 SH SOLE 1 6026 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 5076 59268 SH SOLE 1 59268 0 0 JEFFERIES FINL GROUP INC COM 47233W109 4922 149831 SH SOLE 149831 0 0 JEFFERIES FINL GROUP INC COM 47233W109 2499 76085 SH SOLE 1 76085 0 0 JOHNSON & JOHNSON COM 478160104 129616 731341 SH SOLE 731341 0 0 JOHNSON & JOHNSON COM 478160104 31968 180374 SH SOLE 1 180374 0 0 JPMORGAN CHASE & CO COM 46625H100 26421 193813 SH SOLE 1 193813 0 0 JPMORGAN CHASE & CO COM 46625H100 108959 799287 SH SOLE 799287 0 0 KINGSTONE COS INC COM 496719105 819 153915 SH SOLE 1 153915 0 0 KINGSTONE COS INC COM 496719105 1163 218625 SH SOLE 218625 0 0 LENNAR CORP CL B 526057302 5328 77959 SH SOLE 77959 0 0 LENNAR CORP CL B 526057302 2525 36944 SH SOLE 1 36944 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 156977 6058561 SH SOLE 6058561 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 35038 1352288 SH SOLE 1 1352288 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 4076 424984 SH SOLE 424984 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 301 31404 SH SOLE 1 31404 0 0 LUMEN TECHNOLOGIES INC COM 550241103 126219 11199596 SH SOLE 11199596 0 0 LUMEN TECHNOLOGIES INC COM 550241103 30810 2733835 SH SOLE 1 2733835 0 0 MAGNA INTL INC COM 559222401 34342 534010 SH SOLE 1 534010 0 0 MAGNA INTL INC COM 559222401 142295 2212641 SH SOLE 2212641 0 0 MERCK & CO INC COM 58933Y105 1214 14792 SH SOLE 1 14792 0 0 MICROSOFT CORP COM 594918104 27622 89592 SH SOLE 1 89592 0 0 MICROSOFT CORP COM 594918104 105092 340865 SH SOLE 340865 0 0 NERDY INC CL A COM 64081V109 696 136667 SH SOLE 1 136667 0 0 RESOLUTE FST PRODS INC COM 76117W109 7773 602063 SH SOLE 1 602063 0 0 RESOLUTE FST PRODS INC COM 76117W109 25284 1958454 SH SOLE 1958454 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1221 24135 SH SOLE 1 24135 0 0 SOUTHERN MO BANCORP INC COM 843380106 682 13660 SH SOLE 1 13660 0 0 SPX FLOW INC COM 78469X107 38311 444340 SH SOLE 444340 0 0 SPX FLOW INC COM 78469X107 10604 122990 SH SOLE 1 122990 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3727 47849 SH SOLE 1 47849 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 828 3636 SH SOLE 1 3636 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 698 4726 SH SOLE 1 4726 0 0 VMWARE INC CL A COM 928563402 1073 9426 SH SOLE 9426 0 0 VMWARE INC CL A COM 928563402 891 7823 SH SOLE 1 7823 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 35839 2156393 SH SOLE 1 2156393 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 160679 9667811 SH SOLE 9667811 0 0