Greg Alexander - Conifer Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2019 to March 2026 • 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)
+0.52B
+9,999%+
Winning Positions
+60.00%
12 wins / 20 positions
Average Gain (Winners)
$54.09M
+9,999%+ avg per position
Active Positions
6
6 losing positions
Portfolio Value Over Time
Total Positions Tracked
20
All holdings over time
Win/Loss Ratio
2.00
12 gains / 6 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 % |
|---|---|---|---|---|---|---|---|---|
| GPI | Group 1 Automotive, Inc. | Consumer Cyclical | Dec 2022 | ACTIVE | $23.73M | $249.64M | $225.91M | +952.11% |
| EQH | Equitable Holdings, Inc. | Financial Services | Mar 2020 | ACTIVE | $26.01K | $155.86M | $155.84M | +9,999%+ |
| BLDR | Builders FirstSource, Inc. | Industrials | Dec 2019 | EXITED | $173.29K | $106.54M | $106.36M | +9,999%+ |
| NBIS | Nebius Group | N/A | Dec 2019 | EXITED | $173.96K | $38.73M | $38.56M | +9,999%+ |
| STLA | Stellantis | N/A | Mar 2021 | EXITED | $320.22K | $36.64M | $36.32M | +9,999%+ |
| MNDY | Monday.com | N/A | Jun 2022 | ACTIVE | $10.32K | $27.64M | $27.63M | +9,999%+ |
| RMNI | Rimini Street, Inc. | Technology | Sep 2021 | ACTIVE | $11.57K | $19.40M | $19.38M | +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%+ |
| SDHC | Smith Douglas Homes Corp. | Real Estate | Jun 2025 | ACTIVE | $9.71M | $18.35M | $8.64M | +88.95% |
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.