Greg Alexander - Conifer Management 13F Activity & Position Changes (Q3 2021)

According to the SEC 13F filed on Nov 15, 2021, the Conifer Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2021. 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 Q3 2021, the filing reported:

New Buys - Rimini Street, Inc.

Increases - Alibaba Group Holding Limited

Reductions - Cresud S.A.C.I.F. y A., International Money Express, In, Stellantis

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
Q3 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+400,000	+28.6%	$266.49K	1,800,000
Q3 2021	CRESY Cresud S.A.C.I.F. y A.	Cresud S.A.C.I.F. y A.	Sell	-202,748	-28.2%	$2.50K	516,489
Q3 2021	IMXI International Money Express, In	International Money Express, In	Sell	-78,817	-3.3%	$38.07K	2,279,575
Q3 2021	RMNI Rimini Street, Inc.	Rimini Street, Inc.	Buy - Position Entry	+1,198,845	-	$11.57K	1,198,845
Q3 2021	STLA Stellantis	Stellantis	Sell	-1,040,000	-6.6%	$282.68K	14,800,000