Conifer Management

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

  • Top 5 stock holdings are GPI, EQH, LAD, MNDY, RMNI, and represent 96.50% of Conifer Management's stock portfolio.
  • Added to shares of these 2 stocks: GPI (+$62M), MNDY (+$28M).
  • Started 1 new stock position in MNDY.
  • Reduced shares in these 1 stock: LAD (-$47M).
  • Conifer Management was a net buyer of stock by $42M.
  • Conifer Management has $524M in assets under management (AUM), dropping by -13.22%.
  • Central Index Key (CIK): 0001773994

Tip: Access up to 7 years of quarterly data

Positions held by Conifer Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Conifer Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Group 1 Automotive (GPI) 47.7 $250M +32% 755k 330.63
 View chart
Equitable Holdings (EQH) 29.8 $156M 4.2M 37.11
 View chart
Lithia Motors (LAD) 10.1 $53M -47% 212k 249.72
 View chart
Monday SHS (MNDY) 5.3 $28M NEW 400k 69.11
 View chart
Rimini Str Inc Del (RMNI) 3.7 $19M 5.9M 3.28
 View chart
Smith Douglas Homes Corp Com Shs Cl A (SDHC) 3.5 $18M 1.4M 12.80
 View chart

Past Filings by Conifer Management

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

View all past filings