13F HOLDINGS REPORT
Conifer Management, L.L.C.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006199
Total Value
$887.1M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | STELLANTIS N.V | STLA | 14,000,000 | $267.8M | 30.19% |
| 2 | EQUITABLE HLDGS INC | EQH-PC | 7,600,000 | $215.8M | 24.32% |
| 3 | LITHIA MTRS INC | 536797103 | 700,000 | $206.7M | 23.30% |
| 4 | GROUP 1 AUTOMOTIVE INC | GPI | 500,000 | $134.4M | 15.15% |
| 5 | YANDEX N V | NBIS | 5,500,000 | $34.1M | 3.85% |
| 6 | INTERNATIONAL MNY EXPRESS IN | INTR | 1,000,000 | $16.9M | 1.91% |
| 7 | RIMINI STR INC DEL | 76674Q107 | 4,919,848 | $10.8M | 1.22% |
| 8 | CRESUD S A C I F Y A | CRESY | 1,242,313 | $545,375 | 0.06% |