What Greg Alexander Bought in Q1 2024
Conifer Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$906.1M
Total Value
7
Holdings
0
New Buys
1
Reduced
In Q1 2024, Greg Alexander reported 7 long equity positions worth $906.1M in their Conifer Management 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | EQH | EQUITABLE HLDGS INC | 6854000 | $260.5M | 28.75% | -9.8% |
| 2 | LAD | LITHIA MTRS INC | 700000 | $210.6M | 23.24% | — |
| 3 | STLA | STELLANTIS N.V | 7120000 | $201.5M | 22.24% | +-49.1% |
| 4 | GPI | GROUP 1 AUTOMOTIVE INC | 527424 | $154.1M | 17.01% | — |
| 5 | NBIS | YANDEX N V | 5500000 | $59.4M | 6.56% | — |
| 6 | RMNI | RIMINI STR INC DEL | 5913199 | $19.3M | 2.13% | — |
| 7 | CRESY | CRESUD S A C I F Y A | 1242313 | $667K | 0.07% | — |