What Greg Alexander Bought in Q1 2026
Conifer Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$523.8M
Total Value
6
Holdings
1
New Buys
1
Reduced
In Q1 2026, Greg Alexander reported 6 long equity positions worth $523.8M in their Conifer Management 13F filing, including 1 new positions (largest: MONDAY COM LTD at $27.6M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GPI | GROUP 1 AUTOMOTIVE INC | 755032 | $249.6M | 47.66% | +32.8% |
| 2 | EQH | 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% | — |