Greg Alexander - Conifer Management 13F Activity & Position Changes (Q1 2025)
As of Mar 31, 2025, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2025. 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 2025, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - Nebius Group
Complete Exits - Stellantis
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.