Greg Alexander - Conifer Management 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 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 Q4 2024, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Equitable Holdings, Inc., Lithia Motors, Inc., Nebius Group, 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
Q4 2024	EQH Equitable Holdings, Inc.	Equitable Holdings, Inc.	Sell	-1,000,000	-16.7%	$235.85M	5,000,000
Q4 2024	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Sell	-200,000	-28.6%	$178.72M	500,000
Q4 2024	NBIS Nebius Group	Nebius Group	Sell	-3,000,000	-54.5%	$69.25M	2,500,000
Q4 2024	STLA Stellantis	Stellantis	Sell	-6,192,239	-68.8%	$36.64M	2,807,761