# Greg Alexander — Conifer Management

Source: SEC EDGAR 13F filings (CIK 0001773994).
Page URL: https://superinvestorclub.com/manager/42
Last updated: 2026-07-08T11:36:20.422Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Greg Alexander reported 6 long equity positions in their Conifer Management 13F filing, with a total reported value of $523.8M.

### About

Concentrated value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | GPI | GROUP 1 AUTOMOTIVE INC | 755032 | $249.6M | 47.66% | +32.8% |
| 2 | EQH-PC | EQUITABLE HLDGS INC | 4200000 | $155.9M | 29.75% | — |
| 3 | LAD | LITHIA MTRS INC | 212000 | $52.9M | 10.11% | -47.0% |
| 4 | MNDY | MONDAY COM LTD | 400000 | $27.6M | 5.28% | NEW |
| 5 | RMNI | RIMINI STR INC DEL | 5913199 | $19.4M | 3.70% | — |
| 6 | SDHC | SMITH DOUGLAS HOMES CORP | 1433350 | $18.3M | 3.50% | — |

## New positions this quarter (1)

- MNDY (MONDAY COM LTD): 400000 shares, $27.6M

## Increased positions (1)

- GPI: 755032 shares (+32.8%), $249.6M

## Reduced positions (1)

- LAD: 212000 shares (-47.0%), $52.9M

## Sold positions (0)


## Filing history (11)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)
- 2023-12-31 (filed 2024-02-14)
- 2023-09-30 (filed 2023-11-14)

## Citation

When citing, use: "Greg Alexander, Conifer Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/42)".