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13F-HR filed by ACR Alpine Capital Research, LLC

ACR Alpine Capital Research, LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-28, with 39 holding rows worth $2,457,623,382.

Accession
0001085146-23-001978
Filed
2023-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 63 entries on the cover page, a total value of $2,457,623,382 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,457,623,382 with VALUE read as dollars as filed, 13F file number 028-14059. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FEDEX CORP COM31428X106Stock1,007,789$230,269,846dollars as filed
LENNAR CORP CL A526057104Stock2,010,199$211,292,029dollars as filed
GENERAL MTRS CO COM37045V100Stock5,380,358$197,351,563dollars as filed
Microsoft Corp594918104COM669,547$193,030,664dollars as filed
Berkshire Hathaway Inc084670702COM605,781$187,047,227dollars as filed
LIBERTY GLOBAL PLCG5480U120SHS CL C9,025,569$183,941,105dollars as filed
MAGNA INTL INC COM559222401Stock3,424,395$183,444,869dollars as filed
Citigroup Inc.172967424COM3,842,307$180,165,776dollars as filed
JPMorgan Chase & Co46625H100COM1,375,785$179,278,625dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR16,169,472$178,510,981dollars as filed
Johnson & Johnson478160104COM947,725$146,897,582dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS1,233,218$123,494,553dollars as filed
THOR INDS INC885160101COM1,420,116$113,098,094dollars as filed
Chevron Corporation166764100COM554,991$90,552,480dollars as filed
LENNAR CORP CL B526057302Stock98,073$8,758,899dollars as filed
INVESCO EXCHANGE TRADED FD T46137V258S&P500 PUR VAL106,251$8,064,526dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM220,812$7,008,573dollars as filed
BARCLAYS PLC ADR06738E204ADR743,358$5,344,744dollars as filed
LIBERTY LATIN AMERICA LTDG9001E128COM CL C581,275$4,801,335dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock103,213$4,150,195dollars as filed
Vanguard Short-Term Bond ETF921937827SHS45,117$3,451,023dollars as filed
HOWARD HUGHES CORPORATION44267D107COMMON STOCK37,661$3,012,880dollars as filed
NERDY INC64081V109CL A COM648,702$2,711,574dollars as filed
PEOPLE INC44891N208COM NEW38,959$2,010,284dollars as filed
Merck & Co.,Inc.58933Y105COM14,763$1,570,636dollars as filed
FIVE POINT HOLDINGS LLC33833Q106COM CL A568,659$1,342,035dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock18,000$1,012,140dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B20,212$948,145dollars as filed
SOUTHERN MISSOURI BANCORP843380106COMMON STOCK21,213$793,578dollars as filed
VTI922908769COM3,764$768,264dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock7,649$751,285dollars as filed
INSTALLED BLDG PRODS INC45780R101COM6,329$721,696dollars as filed
Vanguard Value ETF922908744SHS4,165$575,235dollars as filed
VITESSE ENERGY INC COMMON STOCK92852X103Stock19,252$366,365dollars as filed
COMSTOCK RES INC COM205768302Stock32,834$354,279dollars as filed
ACTVISION BLIZZARD INC00507V109COM3,627$310,435dollars as filed
SOLID POWER INC CLASS A COM83422N105Stock85,000$255,850dollars as filed
ELLINGTON CREDIT COMPANY288578107COM SHS BEN INT14,851$108,412dollars as filed
NINE ENERGY SERVICE INC65441V101COM10,000$55,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-001978this filing2023-04-28acceptance time not in the bulk data set