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Conifer Management, L.L.C.

CIK:0001773994
Hedge Fund
$7B AUM
6 holdings
New York, NY, United States
Founded:2000
15 employees
Latest filing:Jun 30, 2025

Conifer Management, LLC is an SEC-registered investment adviser headquartered in New York, New York. Founded in 2000, the firm provides discretionary investment advisory services to private funds for sophisticated individual and institutional investors. Gregory Alexander serves as the managing member and principal owner. As of December 31, 2019, Conifer Management, LLC managed approximately $6.67 billion in assets. The firm is known for its fundamental, bottom-up security selection process, with a client base primarily comprising pooled investment vehicles.

Investment Strategy

Conifer Management, LLC employs a fundamental, bottom-up analysis to identify investment opportunities across equity, debt, and other securities. The firm's approach is tailored to the specific investment objectives and strategies of its private fund clients, emphasizing discretionary advisory tailored to sophisticated individual and institutional investors.

Latest 13F Filing Activity

Conifer Management, L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 5 equity positions with a total 13F market value of $768M. The fund increased holdings in Group 1 Automotive Inc., Lithia MTRS Inc., Equitable HLDGS Inc. among other positions. Conifer Management, L.L.C. reduced exposure to Rimini STR Inc. Del, Smith Douglas Homes Corp., Equitable HLDGS Inc. among others.

Top Buys
G
GPIGROUP 1 AUTOMOTIVE INC
+$31.1M
L
LADLITHIA MTRS INC
+$22.1M
E
EQHEQUITABLE HLDGS INC
+$20.1M
S
SDHCSMITH DOUGLAS HOMES CORP
+$9.7M
R
RMNIRIMINI STR INC DEL
+$1.7M
Top Sells
G
GPIGROUP 1 AUTOMOTIVE INC
+$31.1M
L
LADLITHIA MTRS INC
+$22.1M
E
EQHEQUITABLE HLDGS INC
+$20.1M
S
SDHCSMITH DOUGLAS HOMES CORP
+$9.7M
R
RMNIRIMINI STR INC DEL
+$1.7M

Top Holdings

E
EQHEQUITABLE HLDGS INC
+36.5%$280.5M
G
GPIGROUP 1 AUTOMOTIVE INC
+32.3%$248.2M
L
LADLITHIA MTRS INC
+22.0%$168.9M
R
RMNIRIMINI STR INC DEL
+2.9%$22.3M
S
SDHCSMITH DOUGLAS HOMES CORP
+1.3%$9.7M

Equity Positions (5)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
EQUITABLE HLDGS INC36.51%$280.5M5,000,000$20.50$56.10+$20.1M
GROUP 1 AUTOMOTIVE INC32.31%$248.2M568,424$239.08$436.71+$31.1M
LITHIA MTRS INC21.98%$168.9M500,000$233.13$337.82+$22.1M
RIMINI STR INC DEL2.90%$22.3M5,913,199$6.05$3.77+$1.7M
SMITH DOUGLAS HOMES CORP1.26%$9.7M500,000$19.42$19.42+$9.7M

Industry Allocation

RETAIL-AUTO DEALERS & GASOLINE STATIONS
+59.4%
INSURANCE AGENTS, BROKERS & SERVICE
+33.8%
SERVICES-BUSINESS SERVICES, NEC
+4.4%
OPERATIVE BUILDERS
+2.4%