Institutional
Conifer Management, L.L.C.
CIK 0001773994
$523.8M
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GPI | GROUP 1 AUTOMOTIVE INC | $311.00 | 1.82% | -25.95% | 84.99% | $249.6M | 47.66% | +186,608 | +32.8% |
| 2 | EQH | EQUITABLE HLDGS INC | $40.80 | 1.47% | -23.25% | 49.94% | $155.9M | 29.75% | — | HELD |
| 3 | LAD | LITHIA MTRS INC | $288.84 | -0.61% | -9.36% | -20.78% | $52.9M | 10.11% | −188,000 | −47.0% |
| 4 | MNDY | MONDAY COM LTD | $85.74 | -1.80% | -71.92% | -61.25% | $27.6M | 5.28% | +400,000 | NEW |
| 5 | RMNI | RIMINI STR INC DEL | $4.15 | 0.00% | 30.91% | -52.24% | $19.4M | 3.70% | — | HELD |
| 6 | SDHC | SMITH DOUGLAS HOMES CORP | $12.68 | -2.39% | -34.20% | -56.03% | $18.3M | 3.50% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003138. 13F discloses long positions only — shorts, foreign equities, and options are excluded.