Alpine Investment Management

ACR Alpine Capital Research as of March 31, 2017

Portfolio Holdings for ACR Alpine Capital Research

ACR Alpine Capital Research holds 26 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.2 $130M 2.0M 65.86
Level 3 Communications 10.0 $117M 2.0M 57.22
Liberty Global 10.0 $117M 3.3M 35.04
Johnson & Johnson (JNJ) 9.7 $113M 910k 124.55
Express Scripts Holding 8.3 $97M 1.5M 65.91
Vodafone 8.1 $94M 3.6M 26.43
Berkshire Hathaway (BRK.B) 8.0 $93M 557k 166.68
General Motors Company (GM) 7.2 $84M 2.4M 35.36
Spx Flow 7.1 $83M 2.4M 34.71
SPX Corporation 5.5 $64M 2.7M 24.25
Intel Corporation (INTC) 5.5 $64M 1.8M 36.07
JPMorgan Chase & Co. (JPM) 5.4 $63M 712k 87.84
Resolute Fst Prods In 2.4 $28M 5.0M 5.45
Liberty Global Inc C 0.5 $5.4M 236k 23.04
Vanguard Short-Term Bond ETF (BSV) 0.3 $3.0M 38k 79.72
Kingstone Companies (KINS) 0.2 $2.8M 173k 15.95
Howard Hughes 0.2 $2.2M 19k 117.25
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.1 $1.3M 25k 50.63
Schwab Strategic Tr us aggregate b (SCHZ) 0.1 $933k 18k 51.77
Dell Technologies Inc Class V equity 0.1 $683k 11k 64.09
Merck & Co (MRK) 0.1 $593k 9.3k 63.52
Mbia (MBI) 0.0 $437k 52k 8.47
1/100 Berkshire Htwy Cla 100 0.0 $500k 200.00 2500.00
Procter & Gamble Company (PG) 0.0 $267k 3.0k 89.72
Vanguard Total Stock Market ETF (VTI) 0.0 $151k 1.2k 121.09
Icc Holdings 0.0 $164k 10k 16.40