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Greg Alexander

Conifer Management

Concentrated value investor

$523.8M

Portfolio Value

6

Holdings

Q1 '26

Period

2026-05-15

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

GPIINCREASED
47.7% of portfolio
+33% shares+10.6pp
LADREDUCED
10.1% of portfolio
-47% shares-11.9pp
MNDYNEW
5.3% of portfolio
New position

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 100.0%

💼 Holdings

🔍

6 of 6 positions · $523.8M

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

GPIINCREASED
47.7%
47.7% of portfolio (was 37.0%, added)
Filed ~$331
📄
29.8%
29.8% of portfolio
Filed ~$37
📄
LADREDUCED
10.1%
10.1% of portfolio (was 22.0%, trimmed)
Filed ~$250
📄
MNDYNEW
5.3%
5.3% of portfolio (new position)
Filed ~$69
📄
3.7%
3.7% of portfolio
Filed ~$3
📄
3.5%
3.5% of portfolio
Filed ~$13
📄