AI Portfolio Summary
In 2025 Q4, Conifer Management, L.L.C. maintained a portfolio of 5 distinct positions. They heavily accumulated shares in SMITH DOUGLAS HOMES , increasing their position by 68.3%.
Total Positions
5
Quarter
2025 Q4
Top Holding
GPI (37.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-5 of 5
| 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 | 37.04% | 39.41% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
568,424 | $223,561,159 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EQH
EQUITABLE HLDGS...
|
Financial Services | 33.16% | 33.80% |
#2
Prev: #2
|
10.0 | no change | no change |
P
S
|
4,200,000 | $200,130,000 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LAD
LITHIA MTRS INC
|
Consumer Cyclical | 22.02% | 20.03% |
#3
Prev: #3
|
8.8 | no change | no change |
P
S
|
400,000 | $132,932,000 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SDHC
SMITH DOUGLAS H...
|
Real Estate | 3.98% | 2.38% |
#4
1
Prev: #5
|
3.8 | 581,794 | 68.3% |
P
S
|
1,433,350 | $24,037,280 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RMNI
RIMINI STR INC ...
|
Technology | 3.80% | 4.39% |
#5
1
Prev: #4
|
1.5 | no change | no change |
P
S
|
5,913,199 | $22,943,212 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-5 of 5 holdings