Conifer Management, L.L.C.
Portfolio value QoQ: +15.8% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 9.37% Est. buys $126,099,551 · sells $52,940,640
Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 75.0% still held
Performance vs S&P 500
Annualized: -6.9% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 6 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GPI | $281,561,390 | 46.41% | 967,000 | $31,925,160 | Up ×2 | ||
| EQH | $184,296,000 | 30.38% | 4,200,000 | $28,434,000 | |||
| Unknown issuer (CUSIP: G0180Y100) | $64,380,828 | 10.61% | 9,666,791 | Up ×1 | |||
| MNDY | $28,956,000 | 4.77% | 400,000 | $1,312,000 | |||
| RMNI | $25,190,228 | 4.15% | 5,913,199 | $5,794,935 | |||
| SDHC | $22,274,259 | 3.67% | 1,433,350 | $3,927,379 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: G0180Y100) | $64,380,828 | 9,666,791 | 10.61% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.