13F HOLDINGS REPORT
Conifer Management, L.L.C.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006771
Total Value
$631.1M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GROUP 1 AUTOMOTIVE INC | GPI | 568,424 | $248.7M | 39.41% |
| 2 | EQUITABLE HLDGS INC | EQH-PC | 4,200,000 | $213.3M | 33.80% |
| 3 | LITHIA MTRS INC | 536797103 | 400,000 | $126.4M | 20.03% |
| 4 | RIMINI STR INC DEL | 76674Q107 | 5,913,199 | $27.7M | 4.39% |
| 5 | SMITH DOUGLAS HOMES CORP | SDHC | 851,556 | $15.0M | 2.38% |