Greg Alexander - Conifer Management Portfolio Stock Holdings

Conifer Management disclosed 6 stock positions valued at approximately $523.8 million in its latest SEC 13F filing. The largest holdings include GROUP 1 AUTOMOTIVE INC, EQUITABLE HLDGS INC, and LITHIA MTRS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
6
Portfolio Value
$523.8M
Holdings by Sector
Conifer Management Portfolio Holdings in Q1 2026

6 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GROUP 1 AUTOMOTIVE INCGPIConsumer Cyclical47.66%755,032+186,608+32.83%$249,636,230
EQUITABLE HLDGS INCEQHFinancial Services29.75%4,200,000--$155,862,000
LITHIA MTRS INCLADConsumer Cyclical10.11%212,000-188,000-47.00%$52,940,640
MONDAY COM LTDMNDYOther5.28%400,000+300,000+300.00%$27,644,000
RIMINI STR INC DELRMNITechnology3.70%5,913,199--$19,395,293
SMITH DOUGLAS HOMES CORPSDHCReal Estate3.50%1,433,350--$18,346,880