Chief Operating Officer

0001085146-23-001978.txt : 20230428 0001085146-23-001978.hdr.sgml : 20230428 20230428165202 ACCESSION NUMBER: 0001085146-23-001978 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23867676 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 03-31-2023 03-31-2023 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 04-28-2023 1 63 2457623382 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 310435 3627 SH SOLE 1 3627 0 0 AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 1012140 18000 SH SOLE 18000 0 0 BARCLAYS PLC ADR 06738E204 BBG001S5P2T2 5344744 743358 SH SOLE 743358 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 37829883 122518 SH SOLE 1 122518 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 149217344 483263 SH SOLE 483263 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 71777169 439918 SH SOLE 439918 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 18775311 115073 SH SOLE 1 115073 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 144709527 3086149 SH SOLE 3086149 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 35456249 756158 SH SOLE 1 756158 0 0 COMSTOCK RES INC COM 205768302 BBG001S8FX55 354279 32834 SH SOLE 1 32834 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2026303 50393 SH SOLE 50393 0 0 DELL TECHNOLOGIES INC CL C 24703L202 BBG00DW3SZT0 2123892 52820 SH SOLE 1 52820 0 0 ELLINGTON RESIDENTIAL MTG RE COM SHS BEN INT 288578107 BBG004DFMB86 108412 14851 SH SOLE 1 14851 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 187213190 819349 SH SOLE 819349 0 0 FEDEX CORP COM 31428X106 BBG001S5R3M5 43056656 188440 SH SOLE 1 188440 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQG8 786241 333153 SH SOLE 333153 0 0 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 BBG00BK2WQG8 555794 235506 SH SOLE 1 235506 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 BBG007GJ2F90 751285 7649 SH SOLE 1 7649 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 38579694 1051791 SH SOLE 1 1051791 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 158771869 4328567 SH SOLE 4328567 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 91652588 915244 SH SOLE 915244 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 31841965 317974 SH SOLE 1 317974 0 0 HOWARD HUGHES CORP COM 44267D107 BBG001T420F8 931760 11647 SH SOLE 1 11647 0 0 HOWARD HUGHES CORP COM 44267D107 BBG001T420F8 2081120 26014 SH SOLE 26014 0 0 IAC INC COM NEW 44891N208 BBG00S1LR2D2 877200 17000 SH SOLE 17000 0 0 IAC INC COM NEW 44891N208 BBG00S1LR2D2 1133084 21959 SH SOLE 1 21959 0 0 INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKF09 721696 6329 SH SOLE 1 6329 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 7903163 104125 SH SOLE 1 104125 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 BBG00KJR2X19 161363 2126 SH SOLE 2126 0 0 JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 4547263 143266 SH SOLE 143266 0 0 JEFFERIES FINL GROUP INC COM 47233W109 BBG001S5SX02 2461310 77546 SH SOLE 1 77546 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 118912980 767180 SH SOLE 767180 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 27984602 180545 SH SOLE 1 180545 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 144811109 1111281 SH SOLE 1111281 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 34467516 264504 SH SOLE 1 264504 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 40189019 382352 SH SOLE 1 382352 0 0 LENNAR CORP CL A 526057104 BBG001S5SRK3 171103010 1627847 SH SOLE 1627847 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 2945265 32978 SH SOLE 1 32978 0 0 LENNAR CORP CL B 526057302 BBG001SKR1T9 5813634 65095 SH SOLE 65095 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 BBG001SJNBH7 33625451 1649924 SH SOLE 1 1649924 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 BBG001SJNBH7 150315654 7375645 SH SOLE 7375645 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 249518 30208 SH SOLE 1 30208 0 0 LIBERTY LATIN AMERICA LTD COM CL C G9001E128 BBG00JKWJ004 4551817 551067 SH SOLE 551067 0 0 MAGNA INTL INC COM 559222401 BBG001S5SY91 148733652 2776435 SH SOLE 2776435 0 0 MAGNA INTL INC COM 559222401 BBG001S5SY91 34711217 647960 SH SOLE 1 647960 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1570636 14763 SH SOLE 1 14763 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 39206213 135991 SH SOLE 1 135991 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 153824451 533556 SH SOLE 533556 0 0 NERDY INC CL A COM 64081V109 BBG00XWZB4W8 1386514 331702 SH SOLE 1 331702 0 0 NERDY INC CL A COM 64081V109 BBG00XWZB4W8 1325060 317000 SH SOLE 317000 0 0 NINE ENERGY SERVICE INC COM 65441V101 BBG004M28MG8 55600 10000 SH SOLE 10000 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 948145 20212 SH SOLE 1 20212 0 0 SOLID POWER INC CLASS A COM 83422N105 BBG0112HCTV5 255850 85000 SH SOLE 85000 0 0 SOUTHERN MO BANCORP INC COM 843380106 BBG001S7WWN0 793578 21213 SH SOLE 1 21213 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 21051799 264337 SH SOLE 1 264337 0 0 THOR INDS INC COM 885160101 BBG001S5WPH6 92046295 1155779 SH SOLE 1155779 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 3451023 45117 SH SOLE 1 45117 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 768264 3764 SH SOLE 1 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