Conifer Management, L.L.C. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$833.2B

Holdings

11

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (11 positions)

#StockSharesValue% PortfolioType
1
STLASTELLANTIS N.V
15,000,000$272.9B32.75%
2
EQHEQUITABLE HLDGS INC
7,600,000$193.0B23.16%
3
LADLITHIA MTRS INC
500,000$114.5B13.74%
4
BLDRBUILDERS FIRSTSOURCE INC
1,200,000$106.5B12.79%
5
GPIGROUP 1 AUTOMOTIVE INC
240,683$54.5B6.54%
6
NBISYANDEX N V
5,500,000$33.6B4.03%
7
IMXIINTERNATIONAL MNY EXPRESS IN
1,000,000$25.8B3.09%
8
RMNIRIMINI STR INC DEL
4,919,848$20.3B2.43%
9
COFCAPITAL ONE FINL CORP
100,000$9.6B1.15%
10
EVIEVI INDS INC
116,341$2.3B0.28%
11
CRESUD S A C I F Y A
1,242,313$347.8M0.04%