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 |
|---|---|---|---|
Q2 2025Jun 30, 2025 | SDHC Smith Douglas Homes Corp. | Buy - Position Entry | +500,000 |
Q1 2025Mar 31, 2025 | NBIS Nebius Group | Sell | -1,800,000-72.0% |
Q1 2025Mar 31, 2025 | STLA Stellantis | Sell - Position Exit | -2,807,761-100.0% |
Q4 2024Dec 31, 2024 | LAD Lithia Motors, Inc. | Sell | -200,000-28.6% |
Q4 2024Dec 31, 2024 | EQH Equitable Holdings, Inc. | Sell | -1,000,000-16.7% |
Q4 2024Dec 31, 2024 | NBIS Nebius Group | Sell | -3,000,000-54.5% |
Q4 2024Dec 31, 2024 | STLA Stellantis | Sell | -6,192,239-68.8% |
Q3 2024Sep 30, 2024 | STLA Stellantis | Buy | +1,880,000+26.4% |
Q2 2024Jun 30, 2024 | GPI Group 1 Automotive, Inc. | Buy | +41,000+7.8% |
Q2 2024Jun 30, 2024 | EQH Equitable Holdings, Inc. | Sell | -854,000-12.5% |
Q1 2024Mar 31, 2024 | EQH Equitable Holdings, Inc. | Sell | -746,000-9.8% |
Q1 2024Mar 31, 2024 | STLA Stellantis | Sell | -6,880,000-49.1% |
Q4 2023Dec 31, 2023 | RMNI Rimini Street, Inc. | Buy | +993,351+20.2% |
Q4 2023Dec 31, 2023 | GPI Group 1 Automotive, Inc. | Buy | +27,424+5.5% |
Q4 2023Dec 31, 2023 | IMXI International Money Express, In | Sell - Position Exit | -1,000,000-100.0% |
Q3 2023Sep 30, 2023 | COF Capital One Financial Corporati | Sell - Position Exit | -100,000-100.0% |
Q3 2023Sep 30, 2023 | EVI EVI Industries, Inc. | Sell - Position Exit | -116,341-100.0% |
Q3 2023Sep 30, 2023 | STLA Stellantis | Sell | -1,000,000-6.7% |
Q2 2023Jun 30, 2023 | GPI Group 1 Automotive, Inc. | Buy | +259,317+107.7% |
Q2 2023Jun 30, 2023 | LAD Lithia Motors, Inc. | Buy | +200,000+40.0% |
Q2 2023Jun 30, 2023 | BLDR Builders FirstSource, Inc. | Sell - Position Exit | -1,200,000-100.0% |
Q1 2023Mar 31, 2023 | GPI Group 1 Automotive, Inc. | Buy | +109,136+83.0% |
Q1 2023Mar 31, 2023 | IMXI International Money Express, In | Sell | -600,000-37.5% |
Q1 2023Mar 31, 2023 | BLDR Builders FirstSource, Inc. | Sell | -800,000-40.0% |
Q1 2023Mar 31, 2023 | STLA Stellantis | Sell | -2,200,031-12.8% |
Q4 2022Dec 31, 2022 | LAD Lithia Motors, Inc. | Buy - Position Entry | +500,000 |
Q4 2022Dec 31, 2022 | GPI Group 1 Automotive, Inc. | Buy - Position Entry | +131,547 |
Q4 2022Dec 31, 2022 | MNDY Monday.com | Sell - Position Exit | -100,000-100.0% |
Q4 2022Dec 31, 2022 | EQH Equitable Holdings, Inc. | Sell | -400,000-5.0% |
Q4 2022Dec 31, 2022 | BLDR Builders FirstSource, Inc. | Sell | -500,000-20.0% |