Latest Conifer Management, L.L.C. Stock Portfolio
Conifer Management, L.L.C. Performance:
2025 Q1: -3.39%YTD: -3.39%2024: 21.39%
Performance for 2025 Q1 is -3.39%, and YTD is -3.39%, and 2024 is 21.39%.
About Conifer Management, L.L.C. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Conifer Management, L.L.C. reported an equity portfolio of $659.7 Millions as of 31 Mar, 2025.
The top stock holdings of Conifer Management, L.L.C. are EQH, GPI, LAD. The fund has invested 39.5% of it's portfolio in EQUITABLE HLDGS INC and 32.9% of portfolio in GROUP 1 AUTOMOTIVE INC.
The fund managers got completely rid off STELLANTIS N.V stocks. They significantly reduced their stock positions in NEBIUS GROUP N.V. (YNDX).
The top stock holdings of Conifer Management, L.L.C. are EQH, GPI, LAD. The fund has invested 39.5% of it's portfolio in EQUITABLE HLDGS INC and 32.9% of portfolio in GROUP 1 AUTOMOTIVE INC.
The fund managers got completely rid off STELLANTIS N.V stocks. They significantly reduced their stock positions in NEBIUS GROUP N.V. (YNDX).
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 -3.39% in the last quarter. In trailing 12 months, it's portfolio return was 16.59%.
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| nebius group n.v. | -72.00 |
Conifer Management, L.L.C. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| stellantis n.v | -36,641,300 |
Conifer Management, L.L.C. got rid off the above stocks
Sector Distribution
Conifer Management, L.L.C. has about 55.2% of it's holdings in Consumer Cyclical sector.
| Sector | % |
|---|---|
| Consumer Cyclical | 55.2 |
| Financial Services | 39.5 |
| Technology | 3.1 |
| Others | 2.2 |
Market Cap. Distribution
Conifer Management, L.L.C. has about 39.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MID-CAP | 55.2 |
| LARGE-CAP | 39.5 |
| MICRO-CAP | 3.1 |
| UNALLOCATED | 2.2 |
Stocks belong to which Index?
About 36% of the stocks held by Conifer Management, L.L.C. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64 |
| RUSSELL 2000 | 36 |
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. LAD 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.
Last Reported on: 15 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| EQH | equitable hldgs inc | 39.48 | 5,000,000 | 260,450,000 | unchanged | 0.00 | ||
Historical Trend of EQUITABLE HLDGS INC Position Held By Conifer Management, L.L.C.What % of Portfolio is EQH?:Number of EQH shares held:Change in No. of Shares Held: | ||||||||
| GPI | group 1 automotive inc | 32.91 | 568,424 | 217,110,000 | unchanged | 0.00 | ||
| LAD | lithia mtrs inc | 22.25 | 500,000 | 146,770,000 | unchanged | 0.00 | ||
| RMNI | rimini str inc del | 3.12 | 5,913,200 | 20,577,900 | unchanged | 0.00 | ||
| YNDX | nebius group n.v. | 2.24 | 700,000 | 14,777,000 | reduced | -72.00 | ||
| stellantis n.v | 0.00 | 0.00 | 0.00 | sold off | -100 | |||
