Greg Alexander - Conifer Management Investment Strategy & Portfolio Analysis
How Conifer Management allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Jun 30, 2026, Greg Alexander's Conifer Management portfolio reflects a highly concentrated, high-conviction approach across 5 reported 13F positions. Portfolio returns are primarily driven by a small set of high-conviction positions such as Group 1 Automotive,, Equitable Holdings,, and Monday.com, with the top five holdings accounting for approximately 100% of total exposure and Group 1 Automotive, alone contributing ~52%. Economic outcomes are highly concentrated in a narrow set of consumer cyclical companies and financials names. Exposure to high-growth and technology-oriented segments remains limited relative to peers, with performance instead anchored in durable, cash-generating businesses across consumer discretionary, financials, and unknown. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Highly Concentrated, Economically Concentrated.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: High-Conviction Investor
Traits: Long-Term Holder, Highly Concentrated, Economically Concentrated, Sector-Tilted
Turnover profile
Moderate
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is highly concentrated: top three names represent 91.2% of assets, top five 100.0%, and the largest single position is 51.9%.
Top 3 weight
91.2%
Top 5 weight
100.0%
Top 10 weight
100.0%
Largest position
51.9%
Top holdings: Group 1 Automotive, Inc., Equitable Holdings, Inc., Monday.com, Rimini Street, Inc., Smith Douglas Homes Corp. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Consumer Cyclical and Financial Services, with 5 sectors represented in the latest filing.
Leading sectors: Consumer Cyclical, Financial Services, Unknown
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts high single-name risk (largest position 51.9%, top ten 100.0%) and low economic diversification (HHI 0.24). Turnover tolerance maps to a moderate profile.
Largest position
51.9%
Top 10 weight
100.0%
Max sector
51.9%
Diversification
Low
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Mar 31, 2026 → Jun 30, 2026
- Position count decreased from 6 to 5 (-1 names).
- Top-five concentration rose from 96.5% to 100.0%.
- Quarter-over-quarter portfolio weight turnover: 10.1%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.