What Greg Alexander Bought in Q2 2025
Conifer Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$768.4M
Total Value
6
Holdings
1
New Buys
0
Reduced
In Q2 2025, Greg Alexander reported 6 long equity positions worth $768.4M in their Conifer Management 13F filing, including 1 new positions (largest: SMITH DOUGLAS HOMES CORP at $9.7M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | EQH | EQUITABLE HLDGS INC | 5000000 | $280.5M | 36.51% | — |
| 2 | GPI | GROUP 1 AUTOMOTIVE INC | 568424 | $248.2M | 32.31% | — |
| 3 | LAD | LITHIA MTRS INC | 500000 | $168.9M | 21.98% | — |
| 4 | NBIS | NEBIUS GROUP N.V. | 700000 | $38.7M | 5.04% | — |
| 5 | RMNI | RIMINI STR INC DEL | 5913199 | $22.3M | 2.90% | — |
| 6 | SDHC | SMITH DOUGLAS HOMES CORP | 500000 | $9.7M | 1.26% | NEW |