Conifer Management, L.L.C. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$603.6M

Holdings

5

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (5 positions)

#StockSharesValue% PortfolioType
1
GPIGROUP 1 AUTOMOTIVE INC
568,424$223.6M37.04%
2
EQHEQUITABLE HLDGS INC
4,200,000$200.1M33.16%
3
LADLITHIA MTRS INC
400,000$132.9M22.02%
4
SDHCSMITH DOUGLAS HOMES CORP
1,433,350$24.0M3.98%
5
RMNIRIMINI STR INC DEL
5,913,199$22.9M3.80%