13F HOLDINGS REPORT
Conifer Management, L.L.C.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004565
Total Value
$911.3M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STELLANTIS N.V | STLA | 15,000,000 | $263.1M | 28.87% |
| 2 | LITHIA MTRS INC | 536797103 | 700,000 | $212.9M | 23.36% |
| 3 | EQUITABLE HLDGS INC | EQH-PC | 7,600,000 | $206.4M | 22.65% |
| 4 | GROUP 1 AUTOMOTIVE INC | GPI | 500,000 | $129.1M | 14.16% |
| 5 | YANDEX N V | NBIS | 5,500,000 | $37.6M | 4.12% |
| 6 | INTERNATIONAL MNY EXPRESS IN | INTR | 1,000,000 | $24.5M | 2.69% |
| 7 | RIMINI STR INC DEL | 76674Q107 | 4,919,848 | $23.6M | 2.59% |
| 8 | CAPITAL ONE FINL CORP | 14040H105 | 100,000 | $10.9M | 1.20% |
| 9 | EVI INDS INC | 26929N102 | 116,341 | $2.6M | 0.28% |
| 10 | CRESUD S A C I F Y A | CRESY | 1,242,313 | $683,272 | 0.07% |