Greg Alexander – Conifer Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Conifer Management portfolio balances reported a total equity value of $768.38M across 6 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight EQUITABLE HLDGS INC (EQH) as the single largest position, accounting for 36.5% of total equity value, followed by GROUP 1 AUTOMOTIVE INC (GPI), LITHIA MTRS INC (LAD), NEBIUS GROUP N.V. (NBIS), and others. Collectively, the top five holdings represent 98.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.