Greg Alexander - Conifer Management Portfolio Holdings (Jun 30, 2025)

As of Jun 30, 2025, the Conifer Management portfolio holdings is valued at approximately $768.38M, featuring 6 publicly traded holdings. This in-depth profile highlights the top investments led by EQUITABLE HLDGS INC (EQH), GROUP 1 AUTOMOTIVE INC (GPI), LITHIA MTRS INC (LAD), NEBIUS GROUP N.V. (NBIS), RIMINI STR INC DEL (RMNI), and others based on the company's latest SEC filings reported on Aug 14, 2025. Explore insights into portfolio composition, sector allocation, and recent trade activity.

Conifer Management’s stock portfolio spans 6 holdings across 5 different sectors, with a total market value of $768.38M. The Consumer Cyclical sector represents the largest allocation, while the top holdings account for nearly 99% of the total portfolio value. EQUITABLE HLDGS INC remains single largest position at 36.5% of all equity investments.

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Trends by sector

Investment Adjustments from Previous Filing

Conifer Management Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
EQH EQUITABLE HLDGS INC	EQUITABLE HLDGS INC	36.51%	$56.10	5,000,000	-	-	-	$280,500,000
GPI GROUP 1 AUTOMOTIVE INC	GROUP 1 AUTOMOTIVE INC	32.31%	$436.71	568,424	-	-	-	$248,236,445
LAD LITHIA MTRS INC	LITHIA MTRS INC	21.98%	$337.82	500,000	-	-	-	$168,910,000
NBIS NEBIUS GROUP N.V.	NEBIUS GROUP N.V.	5.04%	$55.33	700,000	-	-	-	$38,731,000
RMNI RIMINI STR INC DEL	RIMINI STR INC DEL	2.90%	$3.77	5,913,199	-	-	-	$22,292,760
SDHC SMITH DOUGLAS HOMES CORP	SMITH DOUGLAS HOMES CORP	1.26%	$19.42	500,000	500,000	$9,710,000	100.00%	$9,710,000