Greg Alexander - Conifer Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Conifer Management portfolio balances reported a total equity value of $523.83M across 6 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight GROUP 1 AUTOMOTIVE INC (GPI) as the single largest position, accounting for 47.7% of total equity value, followed by EQUITABLE HLDGS INC (EQH), LITHIA MTRS INC (LAD), MONDAY COM LTD (MNDY), and others. Collectively, the top five holdings represent 96.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.