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Disclosery

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

ACR Alpine Capital Research, LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-24, with 39 holding rows worth $2,651,551,368.

Accession
0001085146-23-002874
Filer
CIK 1508822
Filed
2023-07-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 63 entries on the cover page, a total value of $2,651,551,368 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,651,551,368 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 COM31428X106Stock1,003,321$248,723,332dollars as filed
GENERAL MTRS CO COM37045V100Stock5,520,213$212,859,414dollars as filed
Berkshire Hathaway Inc084670702COM604,667$206,191,357dollars as filed
JPMorgan Chase & Co46625H100COM1,377,646$200,364,869dollars as filed
LENNAR CORP CL A526057104Stock1,595,400$199,919,603dollars as filed
Microsoft Corp594918104COM578,789$197,100,939dollars as filed
MAGNA INTL INC COM559222401Stock3,467,570$195,709,670dollars as filed
Citigroup Inc.172967424COM4,062,577$187,041,050dollars as filed
LIBERTY GLOBAL PLCG5480U120SHS CL C10,455,829$185,800,089dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR18,637,140$176,120,971dollars as filed
Johnson & Johnson478160104COM954,518$157,991,783dollars as filed
THOR INDS INC885160101COM1,446,387$149,701,019dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS1,449,239$145,025,338dollars as filed
Chevron Corporation166764100COM799,019$125,725,601dollars as filed
LENNAR CORP CL B526057302Stock82,181$9,284,809dollars as filed
INVESCO EXCHANGE TRADED FD T46137V258S&P500 PUR VAL105,844$8,208,192dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM211,030$6,999,865dollars as filed
BARCLAYS PLC ADR06738E204ADR846,858$6,656,304dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock103,153$5,581,609dollars as filed
LIBERTY LATIN AMERICA LTDG9001E128COM CL C578,091$4,983,148dollars as filed
Vanguard Short-Term Bond ETF921937827SHS41,525$3,138,048dollars as filed
NERDY INC64081V109CL A COM656,646$2,738,214dollars as filed
PEOPLE INC44891N208COM NEW38,991$2,448,635dollars as filed
HOWARD HUGHES CORPORATION44267D107COMMON STOCK25,735$2,031,006dollars as filed
Merck & Co.,Inc.58933Y105COM14,767$1,703,964dollars as filed
FIVE POINT HOLDINGS LLC33833Q106COM CL A565,385$1,633,962dollars as filed
SOUTHERN MISSOURI BANCORP843380106COMMON STOCK40,724$1,565,838dollars as filed
AERCAP HOLDINGS NV SHSN00985106Stock18,000$1,143,360dollars as filed
INSTALLED BLDG PRODS INC45780R101COM6,320$885,811dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B18,133$837,019dollars as filed
VTI922908769COM3,614$795,998dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock7,640$794,254dollars as filed
Vanguard Value ETF922908744SHS4,077$579,404dollars as filed
COMSTOCK RES INC COM205768302Stock32,738$379,761dollars as filed
ACTVISION BLIZZARD INC00507V109COM3,627$305,756dollars as filed
SOLID POWER INC CLASS A COM83422N105Stock85,000$215,900dollars as filed
VITESSE ENERGY INC COMMON STOCK92852X103Stock8,971$200,950dollars as filed
ELLINGTON CREDIT COMPANY288578107COM SHS BEN INT14,851$107,076dollars as filed
NINE ENERGY SERVICE INC65441V101COM15,000$57,450dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-002874this filing2023-07-24acceptance time not in the bulk data set