Portfolio timeline
Conifer Management — Portfolio History
Every 13F quarter on record, newest first. Each row lists the quarter's top positions; open any quarter for the full portfolio, buys, adds, trims and exits.
- Quarters
- 3
- Avg positions
- 5.7
- Latest top 5 weight
- 96.3%
- Avg top 5 weight
- 97.6%
- Avg changed names
- 3
- Held in ≥75% of stored quarters
- 4
Quarter Activity
Reported increases, decreases, exits, and new positions vs. the prior filing.
| Quarter | New | Adds | Trims | Exits | Top 5 |
|---|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 | 96.3% |
| Q1 2026 | 1 | 1 | 1 | 0 | 96.5% |
| Q4 2025 | No prior baseline | 100% | |||
Most Frequently Reported Positions
Positions appearing across the most stored reporting quarters.
| Position | Quarters | Latest weight | Latest value |
|---|---|---|---|
| GPI Group 1 Automotive Inc. | 3 | 46.4% | $281.6M |
| EQH Equitable Holdings Inc. | 3 | 30.4% | $184.3M |
| RMNI Rimini Street Inc. | 3 | 4.2% | $25.2M |
| SDHC Smith Douglas Homes Corp. | 3 | 3.7% | $22.3M |
| MNDY Monday Com Ltd. | 2 | 4.8% | $29.0M |
| LAD Lithia Motors Inc. | 2 | 0% | $0 |
Tip: hover any ticker below to see its weight in that quarter's portfolio.