Conifer Management, L.L.C. Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$1.6B
Holdings
14
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,484,845 | $336.7M | 20.69% | |
| 2 | STLASTELLANTIS N.V | 18,000,000 | $320.2M | 19.68% | |
| 3 | EQHEQUITABLE HLDGS INC | 9,000,000 | $293.6M | 18.04% | |
| 4 | BLDRBUILDERS FIRSTSOURCE INC | 4,696,981 | $217.8M | 13.38% | |
| 5 | NBISYANDEX N V | 2,136,000 | $136.8M | 8.41% | |
| 6 | JDJD.COM INC | 1,115,397 | $94.1M | 5.78% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 2,884,561 | $84.4M | 5.19% | |
| 8 | —GRUBHUB INC | 655,134 | $39.3M | 2.42% | |
| 9 | IMXIINTERNATIONAL MNY EXPRESS IN | 2,594,241 | $38.9M | 2.39% | |
| 10 | —GTY TECHNOLOGY HOLDINGS INC | 5,956,349 | $38.1M | 2.34% | |
| 11 | —LIBERTY MEDIA ACQUISITION CO | 944,749 | $10.1M | 0.62% | |
| 12 | —GTT COMMUNICATIONS INC | 4,815,037 | $8.8M | 0.54% | |
| 13 | EVIEVI INDS INC | 164,242 | $4.7M | 0.29% | |
| 14 | CD8CRESUD S A C I F Y A | 719,237 | $3.8M | 0.23% |