Greg Alexander - Conifer Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2026, the filing reported:

New Buys - Monday.com

Increases - Group 1 Automotive, Inc., Smith Douglas Homes Corp.

Reductions - Lithia Motors, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	GPI Group 1 Automotive, Inc.	Group 1 Automotive, Inc.	Buy	+186,608	+32.8%	$249.64M	755,032
Q1 2026	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Sell	-188,000	-47.0%	$52.94M	212,000
Q1 2026	MNDY Monday.com	Monday.com	Buy - Position Entry	+400,000	-	$27.64M	400,000
Q1 2026	SDHC Smith Douglas Homes Corp.	Smith Douglas Homes Corp.	Buy	+581,794	+68.3%	$18.35M	1,433,350
Q3 2025	EQH Equitable Holdings, Inc.	Equitable Holdings, Inc.	Sell	-800,000	-16.0%	$213.28M	4,200,000
Q3 2025	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Sell	-100,000	-20.0%	$126.40M	400,000
Q3 2025	NBIS Nebius Group	Nebius Group	Sell - Position Exit	-700,000	-100.0%	$0.00	-
Q3 2025	SDHC Smith Douglas Homes Corp.	Smith Douglas Homes Corp.	Buy	+351,556	+70.3%	$15.04M	851,556