Greg Alexander – Conifer Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Conifer Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Smith Douglas Homes Corp. (SDHC)
Increases – None reported
Reductions – None reported
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Conifer Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2022Dec 31, 2022 | STLA Stellantis | Sell | -799,969-4.4% |
Q3 2022Sep 30, 2022 | STLA Stellantis | Buy | +1,200,000+7.1% |
Q3 2022Sep 30, 2022 | RMNI Rimini Street, Inc. | Buy | +736,753+17.6% |
Q3 2022Sep 30, 2022 | COF Capital One Financial Corporati | Buy - Position Entry | +100,000 |
Q3 2022Sep 30, 2022 | IMXI International Money Express, In | Sell | -400,000-20.0% |
Q2 2022Jun 30, 2022 | STLA Stellantis | Buy | +2,000,000+13.5% |
Q2 2022Jun 30, 2022 | RMNI Rimini Street, Inc. | Buy | +183,095+4.6% |
Q2 2022Jun 30, 2022 | MNDY Monday.com | Buy - Position Entry | +100,000 |
Q2 2022Jun 30, 2022 | JD JD.com, Inc. | Sell - Position Exit | -1,115,396-100.0% |
Q2 2022Jun 30, 2022 | EQH Equitable Holdings, Inc. | Sell | -1,204,377-13.1% |
Q1 2022Mar 31, 2022 | NBIS Nebius Group | Buy | +3,485,207+173.0% |
Q1 2022Mar 31, 2022 | RMNI Rimini Street, Inc. | Buy | +1,663,865+71.2% |
Q1 2022Mar 31, 2022 | EQH Equitable Holdings, Inc. | Buy | +880,600+10.6% |
Q1 2022Mar 31, 2022 | EVI EVI Industries, Inc. | Sell | -11,982-9.3% |
Q1 2022Mar 31, 2022 | BLDR Builders FirstSource, Inc. | Sell | -500,000-16.7% |
Q1 2022Mar 31, 2022 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -2,155,836-100.0% |
Q4 2021Dec 31, 2021 | RMNI Rimini Street, Inc. | Buy | +1,137,290+94.9% |
Q4 2021Dec 31, 2021 | BABA Alibaba Group Holding Limited | Buy | +355,836+19.8% |
Q4 2021Dec 31, 2021 | EVI EVI Industries, Inc. | Sell | -35,919-21.9% |
Q4 2021Dec 31, 2021 | IMXI International Money Express, In | Sell | -279,575-12.3% |
Q4 2021Dec 31, 2021 | CRESY Cresud S.A.C.I.F. y A. | Sell - Position Exit | -516,489-100.0% |
Q4 2021Dec 31, 2021 | BLDR Builders FirstSource, Inc. | Sell | -1,296,981-30.2% |
Q3 2021Sep 30, 2021 | RMNI Rimini Street, Inc. | Buy - Position Entry | +1,198,845 |
Q3 2021Sep 30, 2021 | BABA Alibaba Group Holding Limited | Buy | +400,000+28.6% |
Q3 2021Sep 30, 2021 | IMXI International Money Express, In | Sell | -78,817-3.3% |
Q3 2021Sep 30, 2021 | CRESY Cresud S.A.C.I.F. y A. | Sell | -202,748-28.2% |
Q3 2021Sep 30, 2021 | STLA Stellantis | Sell | -1,040,000-6.6% |
Q2 2021Jun 30, 2021 | JD JD.com, Inc. | Sell | -1-0.0% |
Q2 2021Jun 30, 2021 | BABA Alibaba Group Holding Limited | Sell | -84,845-5.7% |
Q2 2021Jun 30, 2021 | NBIS Nebius Group | Sell | -121,207-5.7% |