Conifer Management, L.L.C. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.1B
Holdings
15
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 360,000 | $482.2M | 23.08% | |
| 2 | STLAFIAT CHRYSLER AUTOMOBILES N | 28,000,000 | $411.3M | 19.69% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 1,600,000 | $339.4M | 16.24% | |
| 4 | NBISYANDEX N V | 4,000,000 | $174.0M | 8.33% | |
| 5 | BLDRBUILDERS FIRSTSOURCE INC | 6,819,640 | $173.3M | 8.29% | |
| 6 | JDJD COM INC | 3,000,000 | $105.7M | 5.06% | |
| 7 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 4,000,000 | $94.4M | 4.52% | |
| 8 | —BMC STK HLDGS INC | 3,186,469 | $91.4M | 4.38% | |
| 9 | 2362120DSINCLAIR BROADCAST GROUP INC | 2,500,000 | $83.3M | 3.99% | |
| 10 | —AXA EQUITABLE HLDGS INC | 1,800,000 | $44.6M | 2.13% | |
| 11 | —GTT COMMUNICATIONS INC | 3,843,687 | $43.6M | 2.09% | |
| 12 | —GTY TECHNOLOGY HOLDINGS INC | 4,324,130 | $25.5M | 1.22% | |
| 13 | IMXIINTERNATIONAL MNY EXPRESS IN | 1,241,234 | $14.9M | 0.72% | |
| 14 | CD8CRESUD S A C I F Y A | 660,492 | $4.7M | 0.22% | |
| 15 | —WAITR HLDGS INC | 3,000,000 | $966K | 0.05% |