0001508822-11-000002.txt : 20111031 0001508822-11-000002.hdr.sgml : 20111031 20111031164347 ACCESSION NUMBER: 0001508822-11-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111031 DATE AS OF CHANGE: 20111031 EFFECTIVENESS DATE: 20111031 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alpine Investment Management, LLC CENTRAL INDEX KEY: 0001508822 IRS NUMBER: 431945310 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14059 FILM NUMBER: 111168673 BUSINESS ADDRESS: STREET 1: 8000 MARYLAND AVE. STREET 2: SUITE 700 CITY: CLAYTON STATE: MO ZIP: 63105 BUSINESS PHONE: 314-932-1010 MAIL ADDRESS: STREET 1: 8000 MARYLAND AVE. STREET 2: SUITE 700 CITY: CLAYTON STATE: MO ZIP: 63105 13F-HR 1 ACRQ32011.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2011 Check here if Amendment |_|; Amendment Number: _____ This Amendment (Check only one.): |_| is a restatement. |_| adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Alpine Investment Management, LLC Address: 8000 Maryland Avenue, Suite 700 St. Louis, MO 63105 Form 13F File Number: 028-14059 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Nick Tompras Title: President Phone: 314-932-7600 Signature, Place, and Date of Signing: /s/ Nick Tompras St. Louis, MO 10/27/2011 ---------------------- --------------- ---------- (Signature) (City, State) (Date) Report Type (Check only one): |X| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) |_| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) |_| 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 27 Form 13F Information Value Total (thousands): $140,207 List of Other Included Managers: NONE

TITLE OF VALUE SHRS OR PUT/ INVESTMENT OTHER VOTINE AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT SH /PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----- ----- ----- ------- ------- ---- ---- -------- ------ ---- ----- -- ALLEGHANY CORP DEL COM 017175 10 0 4791 16606 SH SOLE 16606 BERKSHIRE HATHAWAY INC DEL COM 084670 10 8 213 2 SH SOLE 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670 70 2 9000 126684 SH SOLE 126684 CALAMOS ASSET MGMT INC CL A 12811R 10 4 6540 653425 SH SOLE 653425 COLGATE PALMOLIVE CO COM 194162 10 3 253 2856 SH SOLE 2856 D S T SYSTEMS INC COM 233326 10 7 6419 146455 SH SOLE 146455 DELL INC COM 24702R 10 1 7535 532883 SH SOLE 532883 DIAGEO P L C SPON ADR NEW 25243Q 20 5 3944 51945 SH SOLE 51945 HOME DEPOT INC COM 437076 10 2 2466 75025 SH SOLE 75025 ILLINOIS TOOL WKS INC COM 452308 10 9 8005 192420 SH SOLE 192420 J P MORGAN CHASE & CO COM 46625H 10 0 7595 252168 SH SOLE 252168 J P MORGAN CHASE & CO *W Exp 10/28/2018 46634E 11 4 186 20000 SH SOLE 20000 JOHNSON & JOHNSON COM 478160 10 4 10784 169317 SH SOLE 169317 LOCKHEED MARTIN CORP COM 539830 10 9 8958 123327 SH SOLE 123327 MAGNA INTL INC COM 559222 40 1 6248 189510 SH SOLE 189510 MCGRAW HILL COS INC COM 580645 10 9 8675 211575 SH SOLE 211575 MERCK & CO INC NEW COM 58933Y 10 5 8300 253827 SH SOLE 253827 NYSE EURONEXT COM 629491 10 1 6188 266272 SH SOLE 266272 PHARMACEUTICAL HLDRS TR DEPOSITRY RCPT 71712A 20 6 7768 119050 SH SOLE 119050 PROCTER & GAMBLE CO COM 742718 10 9 210 3321 SH SOLE 3321 SPDR SERIES TRUST S&P Pharmac 78464A 72 2 665 14528 SH SOLE 14528 SYSCO CORP COM 871829 10 7 7563 291995 SH SOLE 291995 VANGUARD INDEX FDS TOT STK MKT 922908 76 9 691 11975 SH SOLE 11975 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937 82 7 228 2802 SH SOLE 2802 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W 20 9 8212 320032 SH SOLE 320032 VODAFONE GROUP PLC NEW CALL 92857W 20 9 80 18000 SH CALL SOLE 18000 WAL MART STORES INC COM 931142 10 3 8690 167447 SH SOLE 167447