Conifer Management, L.L.C.

Est. AUM

$523.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GROUP 1 AUTOMOTIVE INC	COM	$249.6M	755032	47.66%	SOLE
2	EQUITABLE HLDGS INC	COM	$155.9M	4200000	29.75%	SOLE
3	LITHIA MTRS INC	COM	$52.9M	212000	10.11%	SOLE
4	MONDAY COM LTD	SHS	$27.6M	400000	5.28%	SOLE
5	RIMINI STR INC DEL	COM	$19.4M	5913199	3.70%	SOLE
6	SMITH DOUGLAS HOMES CORP	COM SHS CL A	$18.3M	1433350	3.50%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.