Conifer Management, L.L.C.
An institutional investment manager in New York, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1773994.
- Reported value$606.7m
- Positions6
Holdings: 6 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Group 1 Automotive IncGPI | COM | 398905109 | 282 | 46.4% | 967,000 | Added+211,968 | |
| Equitable Holdings IncEQH | COM | 29452E101 | 184 | 30.4% | 4,200,000 | Unchanged | |
| Air Global plc | SHS | G0180Y100 | 64.4 | 10.6% | 9,666,791 | New+9,666,791 | |
| Monday Com Ltd | SHS | M7S64H106 | 29.0 | 4.8% | 400,000 | Unchanged | |
| Rimini STR Inc DelRMNI | COM | 76674Q107 | 25.2 | 4.2% | 5,913,199 | Unchanged | |
| Smith Douglas Homes CorpSDHC | COM SHS CL A | 83207R107 | 22.3 | 3.7% | 1,433,350 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Lithia MTRS IncLAD | COM | 536797103 | 0.0 | 0.0% | 0 | Sold out−212,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005146 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.