Conifer Management
Latest statistics and disclosures from Conifer Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STLA, EQH, LAD, GPI, YNDX, and represent 96.81% of Conifer Management's stock portfolio.
- Reduced shares in these 3 stocks: STLA (-$19M), , EVI.
- Sold out of its positions in COF, EVI.
- Conifer Management was a net seller of stock by $-33M.
- Conifer Management has $887M in assets under management (AUM), dropping by -2.65%.
- Central Index Key (CIK): 0001773994
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Portfolio Holdings for Conifer Management
Conifer Management holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stellantis SHS (STLA) | 30.2 | $268M | -6% | 14M | 19.13 |
|
| Equitable Holdings (EQH) | 24.3 | $216M | 7.6M | 28.39 |
|
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| Lithia Motors (LAD) | 23.3 | $207M | 700k | 295.33 |
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| Group 1 Automotive (GPI) | 15.1 | $134M | 500k | 268.71 |
|
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| Yandex N V Shs Class A (YNDX) | 3.8 | $34M | 5.5M | 6.20 |
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| International Money Express (IMXI) | 1.9 | $17M | 1.0M | 16.93 |
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| Rimini Str Inc Del (RMNI) | 1.2 | $11M | 4.9M | 2.20 |
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| Cresud S A C I F Y A *w Exp 03/09/202 (CRESW) | 0.1 | $545k | 1.2M | 0.44 |
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Past Filings by Conifer Management
SEC 13F filings are viewable for Conifer Management going back to 2019
- 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
- Conifer Management 2020 Q1 filed May 15, 2020
- Conifer Management 2019 Q4 filed Feb. 14, 2020