Conifer Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: December 2019 to June 2025 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.77B
+9,999%+
Winning Positions
+60.00%
12 wins / 20 positions
Average Gain (Winners)
$67.12M
+9,999%+ avg per position
Active Positions
6
5 losing positions
Portfolio Value Over Time
Total Positions Tracked
20
All holdings over time
Win/Loss Ratio
2.40
12 gains / 5 losses
Active vs. Exited
6 / 14
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| EQH | Equitable Holdings, Inc. | Financial Services | Mar 2020 | ACTIVE | $26.01K | $280.50M | $280.47M | +9,999%+ |
| GPI | Group 1 Automotive, Inc. | Consumer Cyclical | Dec 2022 | ACTIVE | $23.73M | $248.24M | $224.51M | +946.21% |
| BLDR | Builders FirstSource, Inc. | Industrials | Dec 2019 | EXITED | $173.29K | $106.54M | $106.36M | +9,999%+ |
| LAD | Lithia Motors, Inc. | Consumer Cyclical | Dec 2022 | ACTIVE | $102.37M | $168.91M | $66.54M | +65.00% |
| NBIS | Nebius Group | N/A | Dec 2019 | ACTIVE | $173.96K | $38.73M | $38.56M | +9,999%+ |
| STLA | Stellantis | N/A | Mar 2021 | EXITED | $320.22K | $36.64M | $36.32M | +9,999%+ |
| RMNI | Rimini Street, Inc. | Technology | Sep 2021 | ACTIVE | $11.57K | $22.29M | $22.28M | +9,999%+ |
| IMXI | International Money Express, In | Technology | Dec 2019 | EXITED | $14.94K | $16.93M | $16.92M | +9,999%+ |
| COF | Capital One Financial Corporati | Financial Services | Sep 2022 | EXITED | $9.22K | $10.94M | $10.93M | +9,999%+ |
| EVI | EVI Industries, Inc. | Industrials | Mar 2020 | EXITED | $3.48K | $2.56M | $2.56M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.