13F HOLDINGS REPORT
Conifer Management, L.L.C.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004637
Total Value
$768.4M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQUITABLE HLDGS INC | EQH-PC | 5,000,000 | $280.5M | 36.51% |
| 2 | GROUP 1 AUTOMOTIVE INC | GPI | 568,424 | $248.2M | 32.31% |
| 3 | LITHIA MTRS INC | 536797103 | 500,000 | $168.9M | 21.98% |
| 4 | NEBIUS GROUP N.V. | NBIS | 700,000 | $38.7M | 5.04% |
| 5 | RIMINI STR INC DEL | 76674Q107 | 5,913,199 | $22.3M | 2.90% |
| 6 | SMITH DOUGLAS HOMES CORP | SDHC | 500,000 | $9.7M | 1.26% |