13F HOLDINGS REPORT
Conifer Management, L.L.C.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000919574-26-000772
Total Value
$603.6M
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 | $223.6M | 37.04% |
| 2 | EQUITABLE HLDGS INC | EQH-PC | 4,200,000 | $200.1M | 33.16% |
| 3 | LITHIA MTRS INC | 536797103 | 400,000 | $132.9M | 22.02% |
| 4 | SMITH DOUGLAS HOMES CORP | SDHC | 1,433,350 | $24.0M | 3.98% |
| 5 | RIMINI STR INC DEL | 76674Q107 | 5,913,199 | $22.9M | 3.80% |