Conifer Management, L.L.C. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$1.4B
Holdings
16
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STLAFIAT CHRYSLER AUTOMOBILES N | 28,000,000 | $342.2M | 23.96% | |
| 2 | BLDRBUILDERS FIRSTSOURCE INC | 7,200,000 | $234.9M | 16.45% | |
| 3 | —BMC STK HLDGS INC | 3,464,429 | $148.4M | 10.39% | |
| 4 | NBISYANDEX N V | 2,136,000 | $139.4M | 9.76% | |
| 5 | EQHEQUITABLE HLDGS INC | 7,100,000 | $129.5M | 9.07% | |
| 6 | JDJD.COM INC | 1,444,000 | $112.1M | 7.85% | |
| 7 | GOOGLALPHABET INC | 63,000 | $92.3M | 6.47% | |
| 8 | 2362120DSINCLAIR BROADCAST GROUP INC | 4,154,967 | $79.9M | 5.59% | |
| 9 | IMXIINTERNATIONAL MNY EXPRESS IN | 2,594,241 | $37.3M | 2.61% | |
| 10 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 780,000 | $30.9M | 2.16% | |
| 11 | —GTT COMMUNICATIONS INC | 5,209,971 | $26.9M | 1.88% | |
| 12 | BOOTBOOT BARN HLDGS INC | 729,489 | $20.5M | 1.44% | |
| 13 | ANGI1EURANGI HOMESERVICES INC | 1,216,836 | $13.5M | 0.95% | |
| 14 | —GTY TECHNOLOGY HOLDINGS INC | 4,324,130 | $11.5M | 0.80% | |
| 15 | EVIEVI INDS INC | 269,306 | $7.2M | 0.50% | |
| 16 | CD8CRESUD S A C I F Y A | 660,492 | $1.9M | 0.13% |