Conifer Management
Long Only- Manager
- Greg Alexander
- Quarter
- Q2 2026
- Filed
- 2026-08-13
- 13F value
- $606.7M
- Positions
- 6
- CIK
- 0001773994
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Group 1 Automotive IncGPIHISTORY | 46.41% | +28.1% | $281.6M | 967,000 | +211,968 | 15.40% | 13F+13D |
| 2 | Equitable Hldgs IncEQHHISTORY | 30.38% | — | $184.3M | 4,200,000 | — | 1.54% | 13F |
| 3 | Air Global PLCAIIRHISTORY | 10.61% | NEW | $64.4M | 9,666,791 | +9,666,791 | 6.00% | 13F+13G |
| 4 | Monday Com LTDMNDYHISTORY | 4.77% | — | $29.0M | 400,000 | — | 0.78% | 13F |
| 5 | Rimini STR Inc DelRMNIHISTORY | 4.15% | — | $25.2M | 5,913,199 | — | 6.33% | 13F |
| 6 | Smith Douglas Homes CorpSDHCHISTORY | 3.67% | — | $22.3M | 1,433,350 | — | 16.48% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Rows marked Off-13F are >5% stakes disclosed on a Schedule 13D/13G dated after the latest 13F; they report shares and percent of class but no dollar value. Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology