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Latest Conifer Management, L.L.C. Stock Portfolio

$606Million | No. of Holdings #6

Conifer Management, L.L.C. Performance

2026 Q2+0.91%
YTD-16.46%
2025-1.27%

About Conifer Management, L.L.C. and 13F Hedge Fund Stock Holdings

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Conifer Management, L.L.C. reported an equity portfolio of $606.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Conifer Management, L.L.C. are GPI, EQH, . The fund has invested 46.4% of it's portfolio in GROUP 1 AUTOMOTIVE INC and 30.4% of portfolio in EQUITABLE HLDGS INC. <br><br> The fund managers got completely rid off LITHIA MTRS INC (LAD) stocks. Conifer Management, L.L.C. opened new stock positions in AIR GLOBAL PLC. The fund showed a lot of confidence in some stocks as they added substantially to GROUP 1 AUTOMOTIVE INC (GPI).
Conifer Management, L.L.C. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$606Million
  as of Aug 13, 2026

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 0.91% in the last quarter. In trailing 12 months, it's portfolio return was -24.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
air global plc64,380,800
New stocks bought by Conifer Management, L.L.C.

Additions

Ticker% Inc.
group 1 automotive inc28.07
Additions to existing portfolio by Conifer Management, L.L.C.

Reductions

None of the existing positions were reduced by Conifer Management, L.L.C.

Sold off

Ticker$ Sold
lithia mtrs inc-52,940,600
Conifer Management, L.L.C. got rid off the above stocks

Sector Distribution

Conifer Management, L.L.C. has about 46.4% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Financial Services
  • Others
  • Technology
Sector%
Consumer Cyclical46.4
Financial Services30.4
Others19.1
Technology4.2

Market Cap. Distribution

Conifer Management, L.L.C. has about 30.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
MID-CAP46.4
LARGE-CAP30.4
UNALLOCATED19.1
SMALL-CAP4.2

Stocks belong to which Index?

About 50.6% of the stocks held by Conifer Management, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200050.6
Others49.4
Top 5 Winners (%)%
RMNI
rimini str inc del
29.9 %
smith douglas homes corp
21.4 %
EQH
equitable hldgs inc
18.2 %
MNDY
monday com ltd
4.8 %
Top 5 Winners ($)$
EQH
equitable hldgs inc
28.4 M
RMNI
rimini str inc del
5.8 M
smith douglas homes corp
3.9 M
MNDY
monday com ltd
1.3 M
Top 5 Losers (%)%
GPI
group 1 automotive inc
-10.8 %
Top 5 Losers ($)$
GPI
group 1 automotive inc
-34.0 M

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 6 stocks in it's portfolio. GPI proved to be the most loss making stock for the portfolio. EQH was the most profitable stock for Conifer Management, L.L.C. last quarter.

$606.66MTotal Value
7.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Conifer Management, L.L.C., last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
MNDY
Monday Com Ltd

Monday Com Ltd

MNDY
Conifer Management, L.L.C.'s holding in Monday Com Ltd over time
4.77%400,000
$28.96M
4.77%
unchanged 0 percentunchanged
Shs
Air Global Plc

Air Global Plc

Conifer Management, L.L.C.'s holding in Air Global Plc over time
10.61%9,666,790
$64.38M
10.61%
new position
Com Shs Cl A
Smith Douglas Homes Corp

Smith Douglas Homes Corp

Conifer Management, L.L.C.'s holding in Smith Douglas Homes Corp over time
3.67%1,433,350
$22.27M
3.67%
unchanged 0 percentunchanged