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 2020Jun 30, 2020 | KMX CarMax Inc | Sell - Position Exit | -272,447-100.0% |
Q1 2020Mar 31, 2020 | BLDR Builders FirstSource, Inc. | Buy | +3,180,360+46.6% |
Q1 2020Mar 31, 2020 | EQH Equitable Holdings, Inc. | Buy - Position Entry | +1,800,000 |
Q1 2020Mar 31, 2020 | IMXI International Money Express, In | Buy | +1,353,007+109.0% |
Q1 2020Mar 31, 2020 | KMX CarMax Inc | Buy - Position Entry | +272,447 |
Q1 2020Mar 31, 2020 | EVI EVI Industries, Inc. | Buy - Position Entry | +220,310 |
Q1 2020Mar 31, 2020 | PRI Primerica, Inc. | Buy - Position Entry | +30,328 |
Q1 2020Mar 31, 2020 | GOOGL Alphabet Inc. | Sell | -60,000-16.7% |
Q1 2020Mar 31, 2020 | BABA Alibaba Group Holding Limited | Sell - Position Exit | -1,600,000-100.0% |
Q4 2019Dec 31, 2019 | BLDR Builders FirstSource, Inc. | Buy - Position Entry | +6,819,640 |
Q4 2019Dec 31, 2019 | NBIS Nebius Group | Buy - Position Entry | +4,000,000 |
Q4 2019Dec 31, 2019 | JD JD.com, Inc. | Buy - Position Entry | +3,000,000 |
Q4 2019Dec 31, 2019 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +1,600,000 |
Q4 2019Dec 31, 2019 | IMXI International Money Express, In | Buy - Position Entry | +1,241,234 |
Q4 2019Dec 31, 2019 | CRESY Cresud S.A.C.I.F. y A. | Buy - Position Entry | +660,492 |
Q4 2019Dec 31, 2019 | GOOGL Alphabet Inc. | Buy - Position Entry | +360,000 |