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FolioFact
Q2 2026
·
58/68 funds filed
Latest observation
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Some record dates are in the future and are excluded from the latest observation date.
Quarter snapshot
Conifer Management
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $523,825,043
- Positions
- 6
| history |
Ticker↕ |
Change↕ |
% of portfolio↕ |
Shares / amount↕ |
Value↕ |
|
≡
|
SDHC
|
|
3.5% |
1,433,350 |
$18,346,880
|
|
≡
|
RMNI
|
|
3.7% |
5,913,199 |
$19,395,293
|
|
≡
|
MNDY
|
Newly reported |
5.28% |
400,000 |
$27,644,000
|
|
≡
|
LAD
|
−47% |
10.11% |
212,000 |
$52,940,640
|
|
≡
|
EQH
|
|
29.75% |
4,200,000 |
$155,862,000
|
|
≡
|
GPI
|
+33% |
47.66% |
755,032 |
$249,636,230
|
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