Latest Conifer Management, L.L.C. Stock Portfolio
Conifer Management, L.L.C. Performance:
2025 Q4: -5.85%YTD: -1.27%2024: 20.73%
Performance for 2025 Q4 is -5.85%, and YTD is -1.27%, and 2024 is 20.73%.
About Conifer Management, L.L.C. and 13F Hedge Fund Stock Holdings
On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Conifer Management, L.L.C. reported an equity portfolio of $603.6 Millions as of 31 Dec, 2025.
The top stock holdings of Conifer Management, L.L.C. are GPI, EQH, LAD. The fund has invested 37% of it's portfolio in GROUP 1 AUTOMOTIVE INC and 33.2% of portfolio in EQUITABLE HLDGS INC.
The fund showed a lot of confidence in some stocks as they added substantially to SMITH DOUGLAS HOMES CORP.
The top stock holdings of Conifer Management, L.L.C. are GPI, EQH, LAD. The fund has invested 37% of it's portfolio in GROUP 1 AUTOMOTIVE INC and 33.2% of portfolio in EQUITABLE HLDGS INC.
The fund showed a lot of confidence in some stocks as they added substantially to SMITH DOUGLAS HOMES CORP.
Conifer Management, L.L.C. Annual Return Estimates Vs S&P 500
Our best estimate is that Conifer Management, L.L.C. made a return of -5.85% in the last quarter. In trailing 12 months, it's portfolio return was -1.27%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| smith douglas homes corp | 68.32 |
Additions to existing portfolio by Conifer Management, L.L.C.
Reductions
Sold off
Sector Distribution
Conifer Management, L.L.C. has about 59.1% of it's holdings in Consumer Cyclical sector.
- Consumer Cyclical
- Financial Services
- Others
- Technology
| Sector | % |
|---|---|
| Consumer Cyclical | 59.1 |
| Financial Services | 33.2 |
| Others | 4 |
| Technology | 3.8 |
Market Cap. Distribution
Conifer Management, L.L.C. has about 33.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- LARGE-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| MID-CAP | 59.1 |
| LARGE-CAP | 33.2 |
| UNALLOCATED | 4 |
| MICRO-CAP | 3.8 |
Stocks belong to which Index?
About 40.8% of the stocks held by Conifer Management, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 59.2 |
| RUSSELL 2000 | 40.8 |
Conifer Management, L.L.C. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Conifer Management, L.L.C.
Conifer Management, L.L.C. has 5 stocks in it's portfolio. GPI proved to be the most loss making stock for the portfolio. LAD was the most profitable stock for Conifer Management, L.L.C. last quarter.
Last Reported on: 13 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| EQH | equitable hldgs inc | 33.16 | 4,200,000 | 200,130,000 | unchanged | 0.00 | ||
| GPI | group 1 automotive inc | 37.04 | 568,424 | 223,561,000 | unchanged | 0.00 | ||
| LAD | lithia mtrs inc | 22.02 | 400,000 | 132,932,000 | unchanged | 0.00 | ||
| RMNI | rimini str inc del | 3.80 | 5,913,200 | 22,943,200 | unchanged | 0.00 | ||
| smith douglas homes corp | 3.98 | 1,433,350 | 24,037,300 | added | 68.32 | |||