Greg Alexander
Conifer Management
Conifer Management Portfolio 13F
Greg Alexander Holdings Activity
- Portfolio value:
- $631.08M≈ (-$137M≈)
- Previous value:
- $768.38M≈
- # of changes:
- 4
- New positions:
- 0
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 14 Nov 2025
Conifer Management has disclosed a total of 4 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 1, decreased the number of shares of 2 and completely sold out 1 position(s).
What stocks did Greg Alexander buy in 2025 Q3?
During 2025 Q3 Greg Alexander has bought (SDHC) Smith Douglas Homes Corp (added shares +70.31%).
4 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Smith Douglas Homes Corp
|
+70.31%
|
+351,556
|
851,556
|
+0.98%
|
$17.66
|
-13.93%($15.20)
|
2.38%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Axa Equitable Holdings Inc
|
-16.00%
|
-800,000
|
4,200,000
|
-5.29%
|
$50.78
|
-5.48%($48.00)
|
33.80%
|
2019 Q4
|
≈ 6.00 years
|
|
|
|
Lithia Motors Inc
|
-20.00%
|
-100,000
|
400,000
|
-4.11%
|
$316.00
|
+21.79%($384.85)
|
20.03%
|
2022 Q4
|
≈ 3.00 years
|
|
|
|
NEBIUS GROUP NV
|
-100%
|
-700,000
|
0
|
-5.04%
|
$55.33
|
+282.22%($211.48)
|
0.00%
|
2019 Q4
|
≈ 5.75 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.