Greg Alexander - Conifer Management
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 6
Portfolio value: $523,825,000
| History | Stock | % of Portfolio |
RecentActivity | Shares | ReportedPrice* | Value | Current Price |
+/-Reported Price |
52Week Low |
52Week High |
|
| ≡ | GPI - Group 1 Automotive | 47.66 | Add 32.83% | 755,032 | $330.63 | $249,636,000 | $305.47 | -7.61% | $292.44 | $486.96 | |
| ≡ | EQH - Equitable Holdings Inc. | 29.75 | 4,200,000 | $37.11 | $155,862,000 | $41.26 | 11.18% | $35.20 | $55.59 | ||
| ≡ | LAD - Lithia Motors Inc. | 10.11 | Reduce 47.00% | 212,000 | $249.72 | $52,941,000 | $257.09 | 2.95% | $239.31 | $359.11 | |
| ≡ | MNDY - monday.com Ltd. | 5.28 | Buy | 400,000 | $69.11 | $27,644,000 | $78.01 | 12.88% | $57.50 | $316.98 | |
| ≡ | RMNI - Rimini Street Inc. | 3.70 | 5,913,199 | $3.28 | $19,395,000 | $3.54 | 7.93% | $2.87 | $5.38 | ||
| ≡ | SDHC - Smith Douglas Homes Corp | 3.50 | 1,433,350 | $12.80 | $18,347,000 | $10.84 | -15.31% | $10.81 | $23.50 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
| Consumer Discretionary | 57.77 | |
| Financials | 29.75 | |
| Technology | 5.28 | |
| Information Technology | 3.70 | |
| Real Estate | 3.50 |