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Greg Alexander

Conifer Management · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

GPIGroup 1 Automotive, Inc.

46.4% of portfolio · +28%

Increased
RNWReNew Energy Global Plc

10.6% of portfolio

New position
LADLithia Motors, Inc.

10.1% of portfolio

Sold out

Full portfolio

GPIGroup 1 Automotive, Inc.

967,000 shares · $281,561,390

46.4%
EQHEquitable Holdings, Inc.

4,200,000 shares · $184,296,000

30.4%
RNWReNew Energy Global Plc

9,666,791 shares · $64,380,828

10.6%
MNDYmonday.com Ltd.

400,000 shares · $28,956,000

4.8%
RMNIRimini Street, Inc.

5,913,199 shares · $25,190,228

4.2%
SDHCSmith Douglas Homes Corp.

1,433,350 shares · $22,274,259

3.7%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →