13F HOLDINGS REPORT
Conifer Management, L.L.C.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003016
Total Value
$906.1M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQUITABLE HLDGS INC | EQH-PC | 6,854,000 | $260.5M | 28.75% |
| 2 | LITHIA MTRS INC | 536797103 | 700,000 | $210.6M | 23.24% |
| 3 | STELLANTIS N.V | STLA | 7,120,000 | $201.5M | 22.24% |
| 4 | GROUP 1 AUTOMOTIVE INC | GPI | 527,424 | $154.1M | 17.01% |
| 5 | YANDEX N V | NBIS | 5,500,000 | $59.4M | 6.56% |
| 6 | RIMINI STR INC DEL | 76674Q107 | 5,913,199 | $19.3M | 2.13% |
| 7 | CRESUD S A C I F Y A | CRESY | 1,242,313 | $666,625 | 0.07% |