2026 Q1 Portfolio Activity
In 2026 Q1, Conifer Management, L.L.C. maintained a portfolio of 6 distinct positions. The most significant new addition was MONDAY COM LTD, now representing 5.28% of the total fund value. They heavily accumulated shares in GROUP 1 AUTOMOTIVE INC, increasing the position by 32.8%. The fund also reduced its exposure to LITHIA MTRS INC by 47.0%.
Position History
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Total Positions
6
Quarter
2026 Q1
Top Holding
GPI (47.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Conifer Management, L.L.C. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GPI
GROUP 1 AUTOMOT...
|
Consumer Cyclical | 47.66% | 37.04% |
#1
Prev: #1
|
8.5 |
—
|
186,608 | 32.8% |
P
S
|
755,032 | $249,636,230 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EQH
EQUITABLE HLDGS...
|
Financial Services | 29.75% | 33.16% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
4,200,000 | $155,862,000 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LAD
LITHIA MTRS INC
|
Consumer Cyclical | 10.11% | 22.02% |
#3
Prev: #3
|
5.0 |
—
|
-188,000 | -47.0% |
P
S
|
212,000 | $52,940,640 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 5.28% | — |
#4
Prev: #—
|
6.1 |
—
|
400,000 | — |
NEW
|
400,000 | $27,644,000 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RMNI
RIMINI STR INC ...
|
Technology | 3.70% | 3.80% |
#5
Prev: #5
|
3.0 |
—
|
no change | no change |
P
S
|
5,913,199 | $19,395,293 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SDHC
SMITH DOUGLAS H...
|
Real Estate | 3.50% | 3.98% |
#6
2
Prev: #4
|
2.4 |
—
|
no change | no change |
P
S
|
1,433,350 | $18,346,880 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-6 of 6 holdings