Basic Stats
Insider Profile Conifer Management, L.L.C.
Portfolio Value $ 768,380,205
Current Positions 6
Latest Holdings, Performance, AUM (from 13F, 13D)

Conifer Management, L.L.C. has disclosed 6 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 768,380,205 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Conifer Management, L.L.C.’s top holdings are Equitable Holdings, Inc. (US:EQH) , Group 1 Automotive, Inc. (US:GPI) , Lithia Motors, Inc. (US:LAD) , Nebius Group N.V. (US:NBIS) , and Rimini Street, Inc. (US:RMNI) . Conifer Management, L.L.C.’s new positions include Smith Douglas Homes Corp. (US:SDHC) , . Conifer Management, L.L.C.’s top industries are "Communications" (sic 48) , and "Building Materials, Hardware, Garden Supply, And Mobile Home Dealers" (sic 52) .

Conifer Management, L.L.C. - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.70 38.73 5.0406 2.8006
0.50 9.71 1.2637 1.2637
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
5.00 280.50 36.5054 -2.9756
0.57 248.24 32.3065 -0.6047
0.50 168.91 21.9826 -0.2659
5.91 22.29 2.9013 -0.2181
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-08-13 13G SDHC / Smith Douglas Homes Corp. 500,000 5.60
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
EQH / Equitable Holdings, Inc. 5.00 0.00 280.50 7.70 36.5054 -2.9756
GPI / Group 1 Automotive, Inc. 0.57 0.00 248.24 14.34 32.3065 -0.6047
LAD / Lithia Motors, Inc. 0.50 0.00 168.91 15.08 21.9826 -0.2659
NBIS / Nebius Group N.V. 0.70 0.00 38.73 162.10 5.0406 2.8006
RMNI / Rimini Street, Inc. 5.91 0.00 22.29 8.33 2.9013 -0.2181
SDHC / Smith Douglas Homes Corp. 0.50 9.71 1.2637 1.2637