# Conifer Management, L.L.C.: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1773994.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $606.7m
- Positions: 6 (6 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1773994/000091957426005146/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GROUP 1 AUTOMOTIVE INC (GPI)](/companies/gpi.md) | COM | $281.6m | 46.4% | 967,000 |  | Added +211,968 |
| [EQUITABLE HLDGS INC (EQH)](/companies/eqh.md) | COM | $184.3m | 30.4% | 4,200,000 |  | Unchanged |
| AIR GLOBAL PLC | SHS | $64.4m | 10.6% | 9,666,791 |  | New +9,666,791 |
| MONDAY COM LTD | SHS | $29.0m | 4.8% | 400,000 |  | Unchanged |
| [RIMINI STR INC DEL (RMNI)](/companies/rmni.md) | COM | $25.2m | 4.2% | 5,913,199 |  | Unchanged |
| [SMITH DOUGLAS HOMES CORP (SDHC)](/companies/sdhc.md) | COM SHS CL A | $22.3m | 3.7% | 1,433,350 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [LITHIA MTRS INC (LAD)](/companies/lad.md) | COM | $0 | 0.0% | 0 |  | Sold out −212,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005146. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.