Conifer Management, L.L.C. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.4B
Holdings
17
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STLAFIAT CHRYSLER AUTOMOBILES N | 28,000,000 | $286.7M | 19.81% | |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 10,000,000 | $207.0M | 14.30% | |
| 3 | NBISYANDEX N V | 4,000,000 | $200.1M | 13.83% | |
| 4 | JDJD.COM INC | 3,000,000 | $180.5M | 12.48% | |
| 5 | —BMC STK HLDGS INC | 4,107,486 | $103.3M | 7.14% | |
| 6 | EQHEQUITABLE HLDGS INC | 4,899,270 | $94.5M | 6.53% | |
| 7 | GOOGLALPHABET INC | 63,000 | $89.3M | 6.17% | |
| 8 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 2,960,000 | $78.4M | 5.41% | |
| 9 | 2362120DSINCLAIR BROADCAST GROUP INC | 4,154,967 | $76.7M | 5.30% | |
| 10 | IMXIINTERNATIONAL MNY EXPRESS IN | 2,594,241 | $32.3M | 2.23% | |
| 11 | —GTT COMMUNICATIONS INC | 3,709,971 | $30.3M | 2.09% | |
| 12 | BOOTBOOT BARN HLDGS INC | 923,500 | $19.9M | 1.38% | |
| 13 | ANGI1EURANGI HOMESERVICES INC | 1,517,500 | $18.4M | 1.27% | |
| 14 | —GTY TECHNOLOGY HOLDINGS INC | 4,324,130 | $18.0M | 1.24% | |
| 15 | EVIEVI INDUSTRIES INC | 269,306 | $5.8M | 0.40% | |
| 16 | —WAITR HLDGS INC | 1,480,000 | $3.9M | 0.27% | |
| 17 | CD8CRESUD S A C I F Y A | 660,492 | $2.0M | 0.14% |