Greg Alexander's Portfolio Dominated by Consumer Cyclical Stocks
Investor Greg Alexander's portfolio dominated by Consumer Cyclical stocks with Financial Services as the second-largest allocation.
Greg Alexander's Investment Portfolio Analysis
As of September 30, 2025, Greg Alexander's portfolio is valued at $631,079,434. The investment strategy focuses heavily on Consumer Cyclical and Financial Services sectors.
Top Holdings by Total Value
- GROUP 1 AUTOMOTIVE INC (GPI): $248,691,184 or 39.41% of the portfolio. No changes in shares or percentage.
- EQUITABLE HLDGS INC (EQH): $213,276,000 or 33.8%. A decrease of 16% from prior period due to share reduction of -800,000.
- LITHIA MTRS INC (LAD): $126,400,000 or 20.03%. A significant decrease of 20% from prior period due to share reduction of -100,000.
- RIMINI STR INC DEL (RMNI): $27,673,771 or 4.39%. No changes in shares or percentage.
- SMITH DOUGLAS HOMES CORP (SDHC): $15,038,479 or 2.38%. A notable increase of 70.31% from prior period due to share growth of +351,556.
Sector Concentration Analysis
- Consumer Cyclical: Dominates the portfolio with 39.41%, including GPI and RMNI.
- Financial Services: Second-largest at 33.8%, represented by EQH.
- Technology: Small allocation of 4.39% via RMNI.
- Real Estate: Minimal presence at 2.38% through SDHC.
Notable Changes
EQH shows a decrease in both shares and value, while LAD experiences a significant drop in shares and value. Conversely, SDHC demonstrates strong growth with increased shares and value.
Portfolio Strategy Overview
The strategy emphasizes high-growth sectors like Consumer Cyclical and Financial Services. The inclusion of Technology and Real Estate diversifies the portfolio while allowing for strategic investments in growing industries. The focus on sectors with higher concentration ensures alignment with market trends and investor goals.
Investor Greg Alexander's portfolio reflects a balanced approach, leveraging strong holdings in key sectors to achieve growth objectives.