Conifer Management, L.L.C. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$1.5B
Holdings
14
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,400,000 | $317.5M | 21.41% | |
| 2 | STLASTELLANTIS N.V | 15,840,000 | $312.2M | 21.06% | |
| 3 | EQHEQUITABLE HLDGS INC | 8,323,777 | $253.5M | 17.10% | |
| 4 | BLDRBUILDERS FIRSTSOURCE INC | 4,296,981 | $183.3M | 12.36% | |
| 5 | NBISYANDEX N V | 2,014,793 | $142.5M | 9.61% | |
| 6 | JDJD.COM INC | 1,115,396 | $89.0M | 6.00% | |
| 7 | 2362120DSINCLAIR BROADCAST GROUP INC | 2,444,545 | $81.2M | 5.48% | |
| 8 | —GTY TECHNOLOGY HOLDINGS INC | 5,876,987 | $41.8M | 2.82% | |
| 9 | IMXIINTERNATIONAL MNY EXPRESS IN | 2,358,392 | $35.0M | 2.36% | |
| 10 | —LIBERTY MEDIA ACQUISITION CO | 944,749 | $10.0M | 0.68% | |
| 11 | —GTT COMMUNICATIONS INC | 2,958,234 | $7.2M | 0.48% | |
| 12 | EVIEVI INDS INC | 164,242 | $4.7M | 0.31% | |
| 13 | CD8CRESUD S A C I F Y A | 719,237 | $4.3M | 0.29% | |
| 14 | —CRESUD S A C I F Y A | 1,242,313 | $385K | 0.03% |