Greg Alexander
Conifer Management
Conifer Management Portfolio 13F
Greg Alexander Holdings Activity
- 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).
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
|
new
|
+400,000
|
400,000
|
+5.28%
|
$69.11
|
+32.05%($91.26)
|
5.28%
|
2026 Q1
|
~0.25 years
|
|
|
|
Group 1 Automotive Inc
|
+32.83%
|
+186,608
|
755,032
|
+11.78%
|
$330.63
|
-20.52%($262.77)
|
47.66%
|
2022 Q4
|
~3.50 years
|
|
|
|
Lithia Motors Inc
|
-47.00%
|
-188,000
|
212,000
|
-7.78%
|
$249.72
|
+49.46%($373.23)
|
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".