Not yet filed. No Q3 2026 Form 13F from Conifer Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 13, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| GPI · GROUP 1 AUTOMOTIVE INC | 967,000 | 46.41% |
| EQH · Equitable Holdings, Inc. | 4,200,000 | 30.38% |
| AIIR · AIR Global PLC | 9,666,791 | 10.61% |
| MNDY · monday.com Ltd. | 400,000 | 4.77% |
| RMNI · Rimini Street, Inc. | 5,913,199 | 4.15% |
| SDHC · Smith Douglas Homes Corp. | 1,433,350 | 3.67% |
Largest increase 2026 Q1 → 2026 Q2: GPI (+28.1% of shares). New position in 2026 Q2: AIIR (10.61% of the portfolio). Exited in 2026 Q2: LAD.
Full record: Conifer Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
Open the interactive tool →Live screens, charts and backtests for every tracked stock, fund and signal — free, no sign-up.