Greg Alexander - Conifer Management 13F Activity & Position Changes (Q2 2020)
As of Jun 30, 2020, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. 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 Q2 2020, the filing reported:
New Buys - Angi Inc., Boot Barn Holdings, Inc.
Increases - Equitable Holdings, Inc., EVI Industries, Inc.
Reductions - Alphabet Inc.
Complete Exits - CarMax Inc, Primerica, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2020
|
ANGI
Angi Inc.
|
Buy - Position Entry |
+1,517,500
|
|
Q2 2020
|
BOOT
Boot Barn Holdings, Inc.
|
Buy - Position Entry |
+923,500
|
|
Q2 2020
|
EQH
Equitable Holdings, Inc.
|
Buy |
+3,099,270
|
|
Q2 2020
|
EVI
EVI Industries, Inc.
|
Buy |
+48,996
|
|
Q2 2020
|
GOOGL
Alphabet Inc.
|
Sell |
-237,000
|
|
Q2 2020
|
KMX
CarMax Inc
|
Sell - Position Exit |
-272,447
|
|
Q2 2020
|
PRI
Primerica, Inc.
|
Sell - Position Exit |
-30,328
|