Alpine Investment Management

ACR Alpine Capital Research as of March 31, 2022

Portfolio Holdings for ACR Alpine Capital Research

ACR Alpine Capital Research holds 37 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vodafone Group Sponsored Adr (VOD) 9.8 $197M 12M 16.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.7 $195M 554k 352.91
Liberty Global SHS CL C 9.5 $192M 7.4M 25.91
General Motors Company (GM) 9.3 $188M 4.3M 43.74
Magna Intl Inc cl a (MGA) 8.8 $177M 2.7M 64.31
Chevron Corporation (CVX) 8.5 $171M 1.1M 162.83
Citigroup Com New (C) 8.1 $163M 3.1M 53.40
Johnson & Johnson (JNJ) 8.0 $162M 912k 177.23
Lumen Technologies (LUMN) 7.8 $157M 14M 11.27
JPMorgan Chase & Co. (JPM) 6.7 $135M 993k 136.32
Microsoft Corporation (MSFT) 6.6 $133M 431k 308.31
Spx Flow 2.4 $49M 567k 86.22
Resolute Fst Prods In 1.6 $33M 2.6M 12.91
Lennar Corp CL B (LEN.B) 0.4 $7.9M 115k 68.34
Jefferies Finl Group (JEF) 0.4 $7.4M 226k 32.85
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.3 $5.1M 59k 85.64
Barclays Adr (BCS) 0.2 $5.0M 636k 7.90
Liberty Latin America Com Cl C (LILAK) 0.2 $4.4M 456k 9.59
Comstock Resources (CRK) 0.2 $3.9M 300k 13.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $3.7M 48k 77.89
Dell Technologies CL C (DELL) 0.2 $3.5M 70k 50.18
Five Point Holdings Com Cl A (FPH) 0.2 $3.4M 558k 6.11
Howard Hughes 0.2 $3.3M 32k 103.68
Aercap Holdings Nv SHS (AER) 0.1 $2.4M 47k 50.28
Kingstone Companies (KINS) 0.1 $2.0M 373k 5.32
Vmware Cl A Com 0.1 $2.0M 17k 113.83
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $1.3M 13k 99.95
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.2M 24k 50.59
Merck & Co (MRK) 0.1 $1.2M 15k 82.07
Iac Interactivecorp Com New (IAC) 0.0 $975k 9.7k 100.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $828k 3.6k 227.72
Vanguard Index Fds Value Etf (VTV) 0.0 $698k 4.7k 147.69
Nerdy Cl A Com (NRDY) 0.0 $696k 137k 5.09
Southern Missouri Ban (SMBC) 0.0 $682k 14k 49.93
Floor & Decor Hldgs Cl A (FND) 0.0 $528k 6.5k 81.07
Installed Bldg Prods (IBP) 0.0 $509k 6.0k 84.47
Activision Blizzard 0.0 $272k 3.4k 80.05