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

According to the SEC 13F filed on Feb 14, 2025, the Conifer Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. 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