Conifer Management

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

  • Top 5 stock holdings are GPI, EQH, Air Global, MNDY, RMNI, and represent 96.33% of Conifer Management's stock portfolio.
  • Added to shares of these 2 stocks: Air Global (+$64M), GPI (+$62M).
  • Started 1 new stock position in Air Global.
  • Reduced shares in these 1 stock: LAD (-$53M).
  • Sold out of its position in LAD.
  • Conifer Management was a net buyer of stock by $73M.
  • Conifer Management has $607M in assets under management (AUM), dropping by 15.81%.
  • Central Index Key (CIK): 0001773994

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Portfolio Holdings for Conifer Management

Conifer Management holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Group 1 Automotive (GPI) 46.4 $282M +28% 967k 291.17
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Equitable Holdings (EQH) 30.4 $184M 4.2M 43.88
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Air Global SHS 10.6 $64M NEW 9.7M 6.66
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Monday SHS (MNDY) 4.8 $29M 400k 72.39
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Rimini Str Inc Del (RMNI) 4.2 $25M 5.9M 4.26
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Smith Douglas Homes Corp Com Shs Cl A (SDHC) 3.7 $22M 1.4M 15.54
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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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