Conifer Management, L.L.C.
CIK
1773994
Location
New York, NY
Portfolio Value
Small
$523,825,042
Diversification
Highly concentrated
Filing Date
Global Rank
#2,256
/ 8,232
▼ 46
Top Industry
Auto & Truck Dealerships
57.8%
3Y Alpha vs SPY
-12.7%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+26.5%
SPY
+76.3%
Annualised alpha
-12.7%
Max drawdown
−32.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
47.7%
+10.6 pts
Top 5
96.5%
−3.5 pts
Top 10
100.0%
0.0 pts
HHI
3,312
Highly concentrated+326
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 57.8% | $302,576,870 |
| Financial Services | 29.8% | $155,862,000 |
| Technology | 9.0% | $47,039,292 |
| Real Estate | 3.5% | $18,346,880 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GPI | Group 1 Automotive Inc | +186,608 | 755,032 | $249,636,230 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LAD | Lithia Motors Inc | −188,000 | 212,000 | $52,940,640 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MNDY | monday.com Ltd. | 400,000 | $27,644,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$523,825,042 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GPI |
Group 1 Automotive Inc
Consumer Cyclical
|
Added | 755,032 | $249,636,230 | 47.66% | |
| EQH |
Equitable Holdings, Inc.
Financial Services
|
Held | 4,200,000 | $155,862,000 | 29.75% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
Reduced | 212,000 | $52,940,640 | 10.11% | |
| MNDY |
monday.com Ltd.
Technology
|
NEW | 400,000 | $27,644,000 | 5.28% | |
| RMNI |
Rimini Street, Inc.
Technology
|
Held | 5,913,199 | $19,395,292 | 3.70% | |
| SDHC |
Smith Douglas Homes Corp.
Real Estate
|
Held | 1,433,350 | $18,346,880 | 3.50% |