Conifer Management
Latest statistics and disclosures from Conifer Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EQH, LAD, STLA, GPI, YNDX, and represent 97.80% of Conifer Management's stock portfolio.
- Reduced shares in these 2 stocks: STLA (-$195M), EQH (-$28M).
- Conifer Management was a net seller of stock by $-223M.
- Conifer Management has $906M in assets under management (AUM), dropping by -12.02%.
- Central Index Key (CIK): 0001773994
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Portfolio Holdings for Conifer Management
Conifer Management holds 7 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Equitable Holdings (EQH) | 28.8 | $261M | -9% | 6.9M | 38.01 |
|
| Lithia Motors (LAD) | 23.2 | $211M | 700k | 300.86 |
|
|
| Stellantis SHS (STLA) | 22.2 | $202M | -49% | 7.1M | 28.30 |
|
| Group 1 Automotive (GPI) | 17.0 | $154M | 527k | 292.23 |
|
|
| Yandex N V Shs Class A (YNDX) | 6.6 | $59M | 5.5M | 10.81 |
|
|
| Rimini Str Inc Del (RMNI) | 2.1 | $19M | 5.9M | 3.26 |
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| Cresud S A C I F Y A *w Exp 03/09/202 (CRESW) | 0.1 | $667k | 1.2M | 0.54 |
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Past Filings by Conifer Management
SEC 13F filings are viewable for Conifer Management going back to 2019
- Conifer Management 2024 Q1 filed May 15, 2024
- Conifer Management 2023 Q4 filed Feb. 14, 2024
- Conifer Management 2023 Q3 filed Nov. 14, 2023
- Conifer Management 2023 Q2 filed Aug. 14, 2023
- Conifer Management 2023 Q1 filed May 15, 2023
- Conifer Management 2022 Q4 filed Feb. 13, 2023
- Conifer Management 2022 Q3 filed Nov. 14, 2022
- Conifer Management 2022 Q2 filed Aug. 15, 2022
- Conifer Management 2022 Q1 filed May 16, 2022
- Conifer Management 2021 Q4 filed Feb. 14, 2022
- Conifer Management 2021 Q3 filed Nov. 15, 2021
- Conifer Management 2021 Q2 filed Aug. 16, 2021
- Conifer Management 2021 Q1 filed May 17, 2021
- Conifer Management 2020 Q4 filed Feb. 16, 2021
- Conifer Management 2020 Q3 filed Nov. 16, 2020
- Conifer Management 2020 Q2 filed Aug. 14, 2020