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Greg Alexander recent buys & sells (2026 Q1)

Conifer Management

Conifer Management Portfolio Changes

Purchase & sale details

Portfolio value:
$523.83M (-$80M)
Previous value:
$603.60M
# of changes:
3
New positions:
1
Reported for:
31 Mar 2026 (Q1)
Latest filing date:
15 May 2026
Conifer Management has disclosed a total of 3 changes to the portfolio in the (2026 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new and decreased the number of shares of 1 position(s).

What stocks did Greg Alexander buy in 2026 Q1?

During 2026 Q1 Greg Alexander has purchased 2 securities: (GPI) Group 1 Automotive Inc (added shares +32.83%) and (MNDY) MONDAY.COM LTD (new buy).

What did Greg Alexander invest in during 2026 Q1?

Greg Alexander's top 5 holdings (by % of portfolio) were (GPI) Group 1 Automotive Inc (47.66%), (EQH) Axa Equitable Holdings Inc (29.75%), (LAD) Lithia Motors Inc (10.11%), (MNDY) MONDAY.COM LTD (5.28%) and (RMNI) Rimini Street Inc (3.70%).
In the 2026 Q1 report(s) the following changes have been made to the top investments: (GPI) Group 1 Automotive Inc (added shares +32.83%), (LAD) Lithia Motors Inc (reduced shares -47.00%) and (MNDY) MONDAY.COM LTD (new buy).

Warning: SEC insider reports detected for Conifer Management (real-time trades and ownership disclosures)

104 transactions as of 3 weeks ago and 1 ownership disclosure as of 1 month ago

3 results
History Ticker Name % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		Reported
price* 		% difference
current price* 		% of
portfolio 		Held since* Held for*
MONDAY.COM LTD MNDY
MONDAY.COM LTD
new
+400,000
400,000
+5.28%
$69.11
+54.70%($106.92)
5.28%
2026 Q1
~0.25 years
Group 1 Automotive Inc GPI
Group 1 Automotive Inc
+32.83%
+186,608
755,032
+11.78%
$330.63
-26.81%($242.00)
47.66%
2022 Q4
~3.50 years
Lithia Motors Inc LAD
Lithia Motors Inc
-47.00%
-188,000
212,000
-7.78%
$249.72
+17.33%($293.00)
10.11%
2022 Q4
~3.50 years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".