Alpine Investment Management

ACR Alpine Capital Research as of Dec. 31, 2020

Portfolio Holdings for ACR Alpine Capital Research

ACR Alpine Capital Research holds 31 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Magna Intl Inc cl a (MGA) 10.0 $174M 2.5M 70.80
General Motors Company (GM) 9.7 $169M 4.1M 41.64
Citigroup Com New (C) 8.7 $151M 2.5M 61.66
Affiliated Managers (AMG) 8.3 $145M 1.4M 101.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.1 $140M 605k 231.87
Vodafone Group Sponsored Adr (VOD) 7.2 $126M 7.6M 16.48
JPMorgan Chase & Co. (JPM) 6.9 $120M 944k 127.07
Liberty Global SHS CL C 6.7 $116M 4.9M 23.65
Chevron Corporation (CVX) 6.6 $115M 1.4M 84.45
Johnson & Johnson (JNJ) 6.3 $110M 696k 157.38
Spx Flow 6.2 $109M 1.9M 57.96
CenturyLink 5.1 $90M 9.2M 9.75
Microsoft Corporation (MSFT) 4.1 $71M 320k 222.42
Whirlpool Corporation (WHR) 2.2 $38M 210k 180.49
Resolute Fst Prods In 1.6 $28M 4.3M 6.54
Barclays Adr (BCS) 0.3 $5.3M 657k 7.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $5.0M 61k 82.90
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $4.3M 43k 100.12
Liberty Latin America Com Cl C (LILAK) 0.2 $4.1M 369k 11.09
Jefferies Finl Group (JEF) 0.2 $4.1M 166k 24.54
Howard Hughes 0.2 $3.8M 48k 78.93
Lennar Corp CL B (LEN.B) 0.2 $3.3M 53k 61.35
Comstock Resources (CRK) 0.1 $2.2M 511k 4.37
Dell Technologies CL C (DELL) 0.1 $1.9M 26k 73.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.8M 32k 56.04
Kingstone Companies (KINS) 0.1 $1.3M 190k 6.65
Vanguard Index Fds Value Etf (VTV) 0.0 $725k 6.1k 118.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $516k 9.4k 55.15
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $472k 7.7k 61.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $464k 2.4k 194.55
Five Point Holdings Com Cl A (FPH) 0.0 $78k 14k 5.42