Greg Alexander - Conifer Management
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q2 2020 | ≡ | BOOT - Boot Barn Holdings | Buy | 923,500 | 1.38 | ≡ | ANGI - Angi Inc. | Buy | 1,517,500 | 1.27 | ≡ | BMCH - BMC Stock Holdings | Reduce 16.50% | 811,714 | 1.41 | ≡ | SAIL-OLD - SailPoint Technologies Holdings | Reduce 26.00% | 1,040,000 | 1.90 | ≡ | ASAPQ - Waitr Holdings Inc. | Reduce 41.13% | 51,709 | 0.19 | ≡ | GOOGL - Alphabet Inc. | Reduce 79.00% | 4,740,000 | 23.21 | ≡ | KMX - CarMax Inc. | Sell 100.00% | 272,447 | 1.16 | ≡ | PRI - Primerica Inc. | Sell 100.00% | 30,328 | 0.21 |
| Q1 2020 | ≡ | IMXI - International Money Express Inc. | Add 109.00% | 1,353,007 | 0.98 | ≡ | SBGI - Sinclair Broadcast Group Inc. | Add 66.20% | 1,654,967 | 2.10 | ≡ | BMCH - BMC Stock Holdings | Add 54.38% | 1,732,731 | 2.42 | ≡ | BLDR - Builders FirstSource Inc. | Add 46.64% | 3,180,360 | 3.06 | ≡ | KMX - CarMax Inc. | Buy | 272,447 | 1.16 | ≡ | EVI - EVI Industries Inc. | Buy | 220,310 | 0.27 | ≡ | PRI - Primerica Inc. | Buy | 30,328 | 0.21 | ≡ | GTT - GTT Communications | Reduce 3.48% | 133,716 | 0.08 | ≡ | ASAPQ - Waitr Holdings Inc. | Reduce 16.19% | 24,292 | 0.05 | ≡ | GOOGL - Alphabet Inc. | Reduce 16.67% | 1,200,000 | 5.49 | ≡ | BABA - Alibaba Group Holdings | Sell 100.00% | 1,600,000 | 16.24 |