Greg Alexander
Conifer Management
Conifer Management Portfolio 13F
Greg Alexander Holdings Activity
- Portfolio value:
- $768.38M≈ (+$109M≈)
- Previous value:
- $659.68M≈
- # of changes:
- 1
- New positions:
- 1
- Reported for:
- 30 Jun 2025 (Q2)
- Latest filing date:
- 14 Aug 2025
Conifer Management has disclosed a total of 1 change to the portfolio in the (2025 Q2) SEC report(s): bought 1 totally new position(s).
What stocks did Greg Alexander buy in 2025 Q2?
During 2025 Q2 Greg Alexander has bought (SDHC) Smith Douglas Homes Corp (new buy).
In the 2025 Q2 report(s) no changes have been made to any of these investments.
1 result
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Smith Douglas Homes Corp
|
new
|
+500,000
|
500,000
|
+1.26%
|
$19.42
|
-21.73%($15.20)
|
1.26%
|
2025 Q2
|
≈ 0.25 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.