Conifer Management, L.L.C.

CIK: 0001773994Latest portfolio: $603.6M · Q4 2025

Holdings

5

Total Value

$603.6M

New Positions

0

Closed Positions

0

Top Holdings

#StockSharesValue% PortfolioChangeType
1
GPIGROUP 1 AUTOMOTIVE INC
568,424$223.6M37.04%
2
EQHEQUITABLE HLDGS INC
4,200,000$200.1M33.16%
3
LADLITHIA MTRS INC
400,000$132.9M22.02%
4
SDHCSMITH DOUGLAS HOMES CORP
1,433,350$24.0M3.98%+582K
5
RMNIRIMINI STR INC DEL
5,913,199$22.9M3.80%

Sector Breakdown

Consumer Cyclical0.0% ($223.6T)
Financial Services0.0% ($200.1M)
Real Estate0.0% ($24.0M)
Technology0.0% ($22.9M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$603.6M5
Q3 2025Nov 14, 2025$631.1B5
Q2 2025Aug 14, 2025$768.4B6
Q1 2025May 15, 2025$659.7B5
Q4 2024Feb 14, 2025$775.8B6
Q3 2024Nov 14, 2024$873.6B6
Q2 2024Aug 14, 2024$815.6B6
Q1 2024May 15, 2024$906.1B7
Q4 2023Feb 14, 2024$1.0T7
Q3 2023Nov 14, 2023$887.1B8
Q2 2023Aug 14, 2023$911.3B10
Q1 2023May 15, 2023$833.2B11
Q4 2022Feb 13, 2023$822.0B11
Q3 2022Nov 14, 2022$703.1M10
Q2 2022Aug 15, 2022$661.9M9
Q1 2022May 16, 2022$872.8M11
Q4 2021Feb 14, 2022$1.4B13
Q3 2021Nov 15, 2021$1.4B14
Q2 2021Aug 16, 2021$1.5B14
Q1 2021May 17, 2021$1.6B14
Q4 2020Feb 16, 2021$1.6B14
Q3 2020Nov 16, 2020$1.4B16
Q2 2020Aug 14, 2020$1.4B17
Q1 2020May 15, 2020$1.3B17
Q4 2019Feb 14, 2020$2.1B15

Fund Information

CIK0001773994
Most Recent FilingFeb 13, 2026
Number of Filings25

Conifer Management, L.L.C. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $603.6M across 5 holdings. The largest position is GROUP 1 AUTOMOTIVE INC (GPI), representing 37.0% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.