Conifer Management
Latest statistics and disclosures from Conifer Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GPI, EQH, LAD, SDHC, RMNI, and represent 100.00% of Conifer Management's stock portfolio.
- Added to shares of these 1 stock: SDHC (+$9.8M).
- Conifer Management was a net buyer of stock by $9.8M.
- Conifer Management has $604M in assets under management (AUM), dropping by -4.35%.
- Central Index Key (CIK): 0001773994
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Portfolio Holdings for Conifer Management
Conifer Management holds 5 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Group 1 Automotive (GPI) | 37.0 | $224M | 568k | 393.30 |
|
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| Equitable Holdings (EQH) | 33.2 | $200M | 4.2M | 47.65 |
|
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| Lithia Motors (LAD) | 22.0 | $133M | 400k | 332.33 |
|
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| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 4.0 | $24M | +68% | 1.4M | 16.77 |
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| Rimini Str Inc Del (RMNI) | 3.8 | $23M | 5.9M | 3.88 |
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Past Filings by Conifer Management
SEC 13F filings are viewable for Conifer Management going back to 2019
- Conifer Management 2025 Q4 filed Feb. 13, 2026
- Conifer Management 2025 Q3 filed Nov. 14, 2025
- Conifer Management 2025 Q2 filed Aug. 14, 2025
- Conifer Management 2025 Q1 filed May 15, 2025
- Conifer Management 2024 Q4 filed Feb. 14, 2025
- Conifer Management 2024 Q3 filed Nov. 14, 2024
- Conifer Management 2024 Q2 filed Aug. 14, 2024
- 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