Greg Alexander Portfolio Analysis: Concentration Risks & Sector Exposure at Conifer Management (As of June 30, 2026)

As of June 30, 2026, Conifer Management's investor Greg Alexander manages a substantial portfolio valued at approximately $542 million.

The analysis reveals notable concentration risks. The largest position by weight is in GROUP 1 AUTOMOTIVE INC (GPI), which accounts for 46.41% of the total portfolio value, equivalent to about 967,000 shares worth $281.5 million.

This significant allocation makes GPI a core holding in Alexander's investment strategy at Conifer Management. The stock has seen an increase in its share count by approximately 280,000 shares (a 28.07% change from the prior period), contributing to its current portfolio weight.

The sector allocation breakdown shows that Alexander's portfolio is heavily weighted towards specific industries:

• Consumer Cyclical: Dominated by GPI, this sector represents over half of the portfolio (51.92%) with a total value exceeding $281 million.
• Financial Services: Equitable Holdings Inc (EQH) is the primary holding in this sector, accounting for 30.38% allocation and nearly $184 million in value.
• Unknown Sector: A portion of the portfolio ($28.95 million or 5.34%) consists of holdings with unknown sectors, primarily related to MONDAY COM LTD (MNDY).
• Technology: Includes RIMINI STR INC DEL (RMNI) at a modest allocation of 4.65% ($25.19 million).
• Real Estate: Smith Douglas Homes Corp (SDHC) makes up about 4.11% of the portfolio value.

The top five holdings by weight, which include GPI and EQH as major positions, represent approximately 89.39% of the total portfolio value ($542 million). This indicates a significant concentration in these specific stocks across different sectors.

For further details on Greg Alexander's investment profile at Conifer Management, visit their profile page. Detailed information about holdings like GROUP 1 AUTOMOTIVE INC (GPI) can be found at GROUP 1 AUTOMOTIVE INC's investor page.