Quarter snapshot

Conifer Management

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Quarter: Q2 2026
Filed: 2026-08-13
Portfolio value: $606,658,705
Positions: 6
Sources: 13F on EDGAR

history	Ticker	Change	% of portfolio	Shares	Value
≡	LAD	SOLD	—	—	—
≡	SDHC		3.67%	1,433,350	$22,274,259
≡	RMNI		4.15%	5,913,199	$25,190,228
≡	MNDY		4.77%	400,000	$28,956,000
≡	Unmapped CUSIP	NEW	10.61%	9,666,791	$64,380,828
≡	EQH		30.38%	4,200,000	$184,296,000
≡	GPI	+28%	46.41%	967,000	$281,561,390