Greg Alexander
Conifer Management LLC | CIK: 0001773994
Filing Date
Aug 13, 2026
Market Value
$498.6M
Holdings
3
Turnover
10.74%
Avg. Hold (Top 20)
14.33 Qtrs
Buys
0
Sells
3
Q2 2026 Holdings
| Holding | Asset Type | Portfolio % | Recent Activity | Shares | Market Value | AVG Price Paid | Current Price | Performance | |
|---|---|---|---|---|---|---|---|---|---|
GPI 1 Automotive | - | 49.21% | Added 28.07% | 967K | $245.38M | $267.54 | $253.75 | -5.16% | |
EQH Equitable | - | 43.97% | Unchanged | 4.2M | $219.24M | $21.27 | $52.20 | +145.40% | |
MNDY monday.com | - | 6.82% | Unchanged | 400K | $33.98M | $89.91 | $84.95 | -5.52% |
Sold Positions (100% Exited)
| Company | Asset Type | Shares Sold | Status |
|---|---|---|---|
| LAD Lithia Mtrs Inc | Stock | -212K | 100% Sold |
| RMNI Rimini Str Inc Del | Stock | -5.91M | 100% Sold |
| SDHC Smith Douglas Homes Corp | Stock | -1.43M | 100% Sold |