Greg Alexander - Conifer Management
Superinvestor profile · Rank #130 by reported 13F value (2026 Q2 filers) · CIK 0001773994 · All profiles
New York, New York, U.S.Concentrated equityKey person: Greg Alexander
Reported 13F value
$607M
Period 2026-06-30 · Filed 2026-08-13
Positions
6
Top 10 = 100.0% of value
Clone CAGR (full window)
+13.4%
2020-02-14 → 2026-10-02 · cumulative +130%
SPY CAGR (same window)
+14.9%
Cumulative +151%
Max drawdown (monthly)
-29%
Month-end values, approximate
Latest-quarter activity
1 new · 1 exited
1 increased · 0 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2020-02-14 → 2026-10-02, 27 filings) | +13.38% | Cumulative +129.9% vs SPY +150.7% |
| Trailing 10Y | — | |
| Trailing 5Y | +8.17% | |
| Trailing 3Y | +7.95% | |
| Trailing 1Y | -18.92% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| GPI | Group 1 Automotive Inc | 46.41% | $282M |
| EQH | Equitable Hldgs Inc | 30.38% | $184M |
| AIIR | Air Global Plc | 10.61% | $64M |
| MNDY | Monday Com Ltd | 4.77% | $29M |
| RMNI | Rimini Str Inc Del | 4.15% | $25M |
| SDHC | Smith Douglas Homes Corp | 3.67% | $22M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-13). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 95.2% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://reportage.media/conifer-management-l-l-c-boosts-group-1-automotive-inc-gpi-s/ — New York-based investment firm described as managing a concentrated portfolio of just 6 stocks in recent reporting; Form ADV listings place it at 45 Rockefeller Plaza, New York. founded year not found in public sources