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Greg Alexander

Conifer Management

Concentrated value investor

$603.6M

Portfolio Value

5

Holdings

Q4 '25

Period

2026-02-13

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+13.03%

Q1 '25Q4 '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

SDHCREDUCED
4.0% of portfolio
+68% shares+1.6pp

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 100.0%

💼 Holdings

🔍

5 of 5 positions · $603.6M

This quarter: reduced 1. Net seller.

37.0%
37.0% of portfolio
Filed ~$393
📄
33.2%
33.2% of portfolio
Filed ~$48
📄
22.0%
22.0% of portfolio
Filed ~$332
📄
SDHCREDUCED
4.0%
4.0% of portfolio (was 2.4%, trimmed)
Filed ~$17
📄
3.8%
3.8% of portfolio
Filed ~$4
📄