What Greg Alexander Bought in Q2 2026
Conifer Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$606.7M
Total Value
6
Holdings
1
New Buys
0
Reduced
In Q2 2026, Greg Alexander reported 6 long equity positions worth $606.7M in their Conifer Management 13F filing, including 1 new positions (largest: AIR GLOBAL PLC at $64.4M) and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GPI | GROUP 1 AUTOMOTIVE INC | 967000 | $281.6M | 46.41% | +28.1% |
| 2 | EQH | EQUITABLE HLDGS INC | 4200000 | $184.3M | 30.38% | — |
| 3 | AIIR | AIR GLOBAL PLC | 9666791 | $64.4M | 10.61% | NEW |
| 4 | MNDY | MONDAY COM LTD | 400000 | $29.0M | 4.77% | — |
| 5 | RMNI | RIMINI STR INC DEL | 5913199 | $25.2M | 4.15% | — |
| 6 | SDHC | SMITH DOUGLAS HOMES CORP | 1433350 | $22.3M | 3.67% | — |