Conifer Management
Conifer Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
6
Market Value
$523.8M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| GPI | 47.7% | 37.0% | 39.4% | 32.3% |
| EQH | 29.8% | 33.2% | 33.8% | 36.5% |
| LAD | 10.1% | 22.0% | 20.0% | 22.0% |
| MNDY | 5.3% | - | - | - |
| RMNI | 3.7% | 3.8% | 4.4% | 2.9% |
| SDHC | 3.5% | 4.0% | 2.4% | 1.3% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
EQH+22.61%
LAD+17.34%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
GPI-7.73%
Sector Analysis
Others0.0%
Financials29.8%
Technology9.0%
Real Estate3.5%
Consumer Discretionary57.8%