Conifer Management

Latest statistics and disclosures from Conifer Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GPI, EQH, LAD, RMNI, SDHC, and represent 100.00% of Conifer Management's stock portfolio.
  • Added to shares of these 1 stock: SDHC (+$6.2M).
  • Reduced shares in these 3 stocks: EQH (-$41M), , LAD (-$32M).
  • Sold out of its position in NBIS.
  • Conifer Management was a net seller of stock by $-105M.
  • Conifer Management has $631M in assets under management (AUM), dropping by -17.87%.
  • 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 September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Group 1 Automotive (GPI) 39.4 $249M 568k 437.51
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Equitable Holdings (EQH) 33.8 $213M -16% 4.2M 50.78
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Lithia Motors (LAD) 20.0 $126M -20% 400k 316.00
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Rimini Str Inc Del (RMNI) 4.4 $28M 5.9M 4.68
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Smith Douglas Homes Corp Com Shs Cl A (SDHC) 2.4 $15M +70% 852k 17.66
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Past Filings by Conifer Management

SEC 13F filings are viewable for Conifer Management going back to 2019

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