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FolioFact
FolioFact
Q2 2026 59/68 funds filed
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Some record dates are in the future and are excluded from the latest observation date.

Investor portfolio

Conifer Management

ValueSmall Cap

Conifer Management is an investment management firm associated with manager Greg Alexander.

Linked investors: Greg Alexander

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US 13F portfolio

Quarter
Q2 2026
Filed
2026-08-13
Portfolio value
$606,658,705
Positions
6
history Ticker Change % of portfolio
≡ LAD SOLD —
≡ SDHC 3.67%
≡ RMNI 4.15%
≡ MNDY 4.77%
≡ AIIR Newly reported 10.61%
≡ EQH 30.38%
≡ GPI +28% 46.41%

13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.

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