Conifer Management, L.L.C.
Annual return '25
+17.5%
SPY '25
+17.7%
Alpha
-0.2ptsvs SPY
Invested
$523.8M
Holdings
6
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GPI
GROUP 1 AUTOMOTIVE INC
Q1 2026: Exited (was 568.4k shares)
47.7%
02
$EQH
EQUITABLE HLDGS INC
Q1 2026: Exited (was 4.20M shares)
29.8%
03
$LAD
LITHIA MTRS INC
Q1 2026: Exited (was 400.0k shares)
10.1%
04
$MNDY
MONDAY COM LTD
Held since at least Q1 2024
5.3%
05
$RMNI
RIMINI STR INC DEL
Q1 2026: Exited (was 5.91M shares)
3.7%
06
$SDHC
SMITH DOUGLAS HOMES CORP
Q1 2026: Exited (was 1.43M shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:50 UTC.