Greg Alexander - Conifer Management Portfolio

Period Date		Jun 30, 2025
Filing Date		Aug 14, 2025
Total Stocks		6
Portfolio Value		$768.38M

Portfolio Overview

Comprehensive analysis of Greg Alexander's investment portfolio

5

Total Holdings

$0.7B

Portfolio Value

Consumer Cyclical

Top Sector

4

Sectors

Investment Strategy Insights

• Greg Alexander maintains a diversified portfolio across 4 sectors
• Top 5 holdings represent 95.0% of the portfolio
• Largest position: EQUITABLE HLDGS INC (EQH) at 36.5%

Trends by sector

Investment Adjustments from Previous Filing

Conifer Management Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
EQH EQUITABLE HLDGS INC	EQUITABLE HLDGS INC	36.51%	$56.10	5,000,000	-	-	-	$280,500,000
GPI GROUP 1 AUTOMOTIVE INC	GROUP 1 AUTOMOTIVE INC	32.31%	$436.71	568,424	-	-	-	$248,236,445
LAD LITHIA MTRS INC	LITHIA MTRS INC	21.98%	$337.82	500,000	-	-	-	$168,910,000
RMNI RIMINI STR INC DEL	RIMINI STR INC DEL	2.90%	$3.77	5,913,199	-	-	-	$22,292,760
SDHC SMITH DOUGLAS HOMES CORP	SMITH DOUGLAS HOMES CORP	1.26%	$19.42	500,000	500,000	$9,710,000	100.00%	$9,710,000