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Conifer Management 13F, Q1 2026

Greg Alexander · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1773994

$523.83M
Filed US book
6
Positions
47.7%
Largest position

Common stock only: shares the fund reported owning at the quarter end, valued as filed.

Largest positions, Q1 2026

Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.

CompanyTickerValue% of bookvs Q4 2025
GROUP 1 AUTOMOTIVE INCGPI$249.64M47.7%+33% shares
EQUITABLE HLDGS INCEQH$155.86M29.8%unchanged
LITHIA MTRS INCLAD$52.94M10.1%-47% shares
MONDAY COM LTD$27.64M5.3%new
RIMINI STR INC DELRMNI$19.40M3.7%unchanged
SMITH DOUGLAS HOMES CORPSDHC$18.35M3.5%unchanged

What changed since Q4 2025

Against the Q4 2025 filing, Conifer Management opened 1 new position, added to 1, trimmed 1, left 3 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.

New positions

  • MONDAY COM LTD$27.64M

Exited

Nothing from the previous filing was sold outright.

Added to

  • GPI+33%$249.64M

Trimmed

Other quarters

← Q4 2025Q2 2026 →Greg Alexander's latest portfolio

Source: SEC Form 13F-HR, accession 0000919574-26-003138, filed by Conifer Management, L.L.C.. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.