Conifer Management · portfolio as of Q2 2026, filed Aug 13, 2026
Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.
2 of 4 holdings are Undervalued or On Sale by our valuation (78% of the money).
On Sale: MNDY.
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 2 not valued.
Greg Alexander's portfolio holds 6 stocks worth $606.7M at the end of Q2 2026. The largest positions are GPI, EQH, RNW, MNDY and RMNI.
In Q2 2026, Greg Alexander opened 1 new position (RNW) and added to GPI.
In Q2 2026, Greg Alexander sold out of LAD.
GPI and MNDY are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.
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 →