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Greg Alexander

Conifer Management

Concentrated value investor

$606.7M

Portfolio Value

6

Holdings

Q2 '26

Period

2026-08-13

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+13.03%

Q1 '25 → Q4 '25

Annualized

+17.67%/yr

S&P: +26.24%/yr

Alpha (vs S&P)

-6.15%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

GPIINCREASED
46.4% of portfolio
+28% shares-1.2pp
AIIRNEW
10.6% of portfolio
New position
LADSOLD
was 10.1%
Sold out position
Filing price: $249.72

Sold Out (1)

SOLDLADLITHIA MTRS INCwas 10.11%@$249.72

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 100.0%

💼 Holdings

🔍

6 of 6 positions · $606.7M

This quarter: 1 new position, increased 1, sold 1. Net buyer.

GPIINCREASED
46.4%
46.4% of portfolio (was 47.7%, added)
Filed ~$291
—📄
EQH
30.4%
30.4% of portfolio
Filed ~$44
—📄
AIIRNEW
10.6%
10.6% of portfolio (new position)
Filed ~$7
—📄
MNDY
4.8%
4.8% of portfolio
Filed ~$72
—📄
RMNI
4.2%
4.2% of portfolio
Filed ~$4
—📄
SDHC
3.7%
3.7% of portfolio
Filed ~$16
—📄

🚫 Sold Out (1 positions)

SOLDLADLITHIA MTRS INCwas 10.11%@$249.72212000 shares · $52.9M