0001508822-13-000002.txt : 20130213 0001508822-13-000002.hdr.sgml : 20130213 20130213160019 ACCESSION NUMBER: 0001508822-13-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130213 DATE AS OF CHANGE: 20130213 EFFECTIVENESS DATE: 20130213 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: 13603011 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 ACRQ42012.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 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 02/13/2013 ---------------------- --------------- ---------- (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: 28 Form 13F Information Value Total (thousands): $294,712 List of Other Included Managers: NONE

TITLE OF VALUE SHRS OR PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT SH /PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----- ----- ----- ------- ------- ---- ---- -------- ------ ---- ----- -- BERKSHIRE HATHAWAY INC DEL COM 084670 10 8 268 2 SH SOLE 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670 70 2 22064 245978 SH SOLE 245978 CALAMOS ASSET MGMT INC CL A 12811R 10 4 14669 1387767 SH SOLE 1387767 D S T SYSTEMS INC COM 233326 10 7 17955 296280 SH SOLE 296280 DELL INC COM 24702R 10 1 22781 2246661 SH SOLE 2246661 HERSHEY CO COM 427866 10 8 814 11270 SH SOLE 11270 HOSPIRA INC COM 441060 10 0 306 9800 SH SOLE 9800 ILLINOIS TOOL WKS INC COM 452308 10 9 6993 114993 SH SOLE 114993 INTEL CORPORATION COM 458140 10 0 227 11000 SH SOLE 11000 J P MORGAN CHASE & CO COM 46625H 10 0 25189 572882 SH SOLE 572882 J P MORGAN CHASE & CO *W Exp 10/28/2018 46634E 11 4 474 40000 SH SOLE 40000 JOHNSON & JOHNSON COM 478160 10 4 24526 349866 SH SOLE 349866 LOCKHEED MARTIN CORP COM 539830 10 9 23712 256932 SH SOLE 256932 MAGNA INTL INC COM 559222 40 1 13984 279565 SH SOLE 279565 MARKET VECTORS ETF TR PHARMA ETF 57060U 21 7 13335 335652 SH SOLE 335652 MICROSOFT COM 594918 10 4 20640 772747 SH SOLE 772747 MERCK & CO INC NEW COM 58933Y 10 5 22055 538710 SH SOLE 538710 NYSE EURONEXT COM 629491 10 1 14917 472945 SH SOLE 472945 ORACLE CORPORATION COM 68389X 10 5 663 19900 SH SOLE 19900 PROCTER & GAMBLE CO COM 742718 10 9 223 3282 SH SOLE 3282 QUESTAR CORP COM 748356 10 2 228 11515 SH SOLE 11515 SUNTRUST BANKS COM 867914 10 3 544 19200 SH SOLE 19200 SYSCO CORP COM 871829 10 7 17623 556644 SH SOLE 556644 TIME WARNER INC COM NEW 887317 30 3 741 15500 SH SOLE 15500 VANGUARD INDEX FDS TOT STK MKT 922908 76 9 1565 21362 SH SOLE 21362 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937 82 7 475 5867 SH SOLE 5867 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W 20 9 20841 827352 SH SOLE 827352 WAL MART STORES INC COM 931142 10 3 6900 101122 SH SOLE 101122