Greg Alexander - Conifer Management 13F Activity & Position Changes (Q4 2025)
According to the SEC 13F filed on Feb 13, 2026, the Conifer Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 2025, the filing reported:
New Buys - None reported
Increases - Smith Douglas Homes Corp.
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2025
|
SDHC
Smith Douglas Homes Corp.
|
Buy |
+581,794
|