Greg Alexander - Conifer Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Conifer Management portfolio balances reported a total equity value of $631.08M across 5 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight GROUP 1 AUTOMOTIVE INC (GPI) as the single largest position, accounting for 39.4% of total equity value, followed by EQUITABLE HLDGS INC (EQH), LITHIA MTRS INC (LAD), RIMINI STR INC DEL (RMNI), and others. Collectively, the top five holdings represent 100.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.