ACR Alpine Capital Research as of Dec. 31, 2022
Portfolio Holdings for ACR Alpine Capital Research
ACR Alpine Capital Research holds 41 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.5 | $189M | 613k | 308.90 | |
| JPMorgan Chase & Co. (JPM) | 8.4 | $187M | 1.4M | 134.10 | |
| Lennar Corp Cl A (LEN) | 8.3 | $185M | 2.0M | 90.50 | |
| General Motors Company (GM) | 8.1 | $180M | 5.3M | 33.64 | |
| FedEx Corporation (FDX) | 7.6 | $170M | 979k | 173.20 | |
| Magna Intl Inc cl a (MGA) | 7.5 | $167M | 3.0M | 56.19 | |
| Johnson & Johnson (JNJ) | 7.3 | $163M | 922k | 176.65 | |
| Liberty Global SHS CL C | 7.2 | $161M | 8.3M | 19.43 | |
| Citigroup Com New (C) | 7.0 | $156M | 3.4M | 45.23 | |
| Microsoft Corporation (MSFT) | 6.9 | $154M | 641k | 239.82 | |
| Vodafone Group Sponsored Adr (VOD) | 5.7 | $126M | 13M | 10.12 | |
| Chevron Corporation (CVX) | 5.5 | $122M | 677k | 179.49 | |
| Thor Industries (THO) | 3.4 | $75M | 989k | 75.49 | |
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 2.9 | $64M | 826k | 77.98 | |
| Lumen Technologies (LUMN) | 2.3 | $52M | 9.9M | 5.22 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.0 | $22M | 220k | 99.71 | |
| Lennar Corp CL B (LEN.B) | 0.4 | $8.5M | 113k | 74.78 | |
| Jefferies Finl Group (JEF) | 0.4 | $8.1M | 236k | 34.28 | |
| Barclays Adr (BCS) | 0.2 | $5.0M | 636k | 7.80 | |
| Liberty Latin America Com Cl C (LILAK) | 0.2 | $4.5M | 586k | 7.60 | |
| Dell Technologies CL C (DELL) | 0.2 | $3.8M | 96k | 40.22 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.6M | 47k | 75.28 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.1M | 29k | 105.43 | |
| Howard Hughes | 0.1 | $2.8M | 37k | 76.42 | |
| Resolute Fst Prods In | 0.1 | $2.0M | 91k | 21.59 | |
| Merck & Co (MRK) | 0.1 | $1.6M | 15k | 110.95 | |
| Nerdy Cl A Com (NRDY) | 0.1 | $1.3M | 574k | 2.25 | |
| Five Point Holdings Com Cl A (FPH) | 0.1 | $1.2M | 535k | 2.33 | |
| Vmware Cl A Com | 0.1 | $1.2M | 9.4k | 122.76 | |
| Aercap Holdings Nv SHS (AER) | 0.0 | $1.0M | 18k | 58.32 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.0M | 22k | 45.65 | |
| Iac Com New (IAC) | 0.0 | $861k | 19k | 44.40 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $725k | 3.8k | 191.17 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $718k | 16k | 45.50 | |
| Southern Missouri Ban (SMBC) | 0.0 | $690k | 15k | 45.83 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $614k | 4.4k | 140.37 | |
| Installed Bldg Prods (IBP) | 0.0 | $515k | 6.0k | 85.60 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $485k | 7.0k | 69.63 | |
| Comstock Resources (CRK) | 0.0 | $451k | 33k | 13.71 | |
| Activision Blizzard | 0.0 | $261k | 3.4k | 76.55 | |
| Solid Power Class A Com (SLDP) | 0.0 | $216k | 85k | 2.54 |
