Conifer Management, L.L.C. Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$1.6B

Holdings

14

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
STLAFIAT CHRYSLER AUTOMOBILES N
24,000,000$434.2M26.33%
2
EQHEQUITABLE HLDGS INC
9,000,000$230.3M13.97%
3
BLDRBUILDERS FIRSTSOURCE INC
5,000,000$204.1M12.38%
4
NBISYANDEX N V
2,136,000$148.6M9.01%
5
BABAALIBABA GROUP HLDG LTD
600,000$139.6M8.47%
6
2362120DSINCLAIR BROADCAST GROUP INC
4,154,967$132.3M8.03%
7
BMC STK HLDGS INC
2,464,429$132.3M8.02%
8
JDJD.COM INC
1,176,000$103.4M6.27%
9
IMXIINTERNATIONAL MNY EXPRESS IN
2,594,241$40.3M2.44%
10
GTY TECHNOLOGY HOLDINGS INC
6,324,130$32.8M1.99%
11
GOOGLALPHABET INC
12,000$21.0M1.28%
12
GTT COMMUNICATIONS INC
5,209,971$18.6M1.13%
13
EVIEVI INDS INC
269,306$8.1M0.49%
14
CD8CRESUD S A C I F Y A
660,492$3.2M0.19%