Greg Alexander - Conifer Management 13F Activity & Position Changes (Q2 2020)
According to the SEC 13F filed on Aug 13, 2026, the Conifer Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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
|