1y return−21.6%S&P 500 +20.9%
3y return+21.3%S&P 500 +68.5%
5y return+29.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $222 against $232 in the S&P 500.2
Conifer Management, L.L.C.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GPIGroup 1 Automotive Inc | $281.6M | 46.4% | +28.1% |
| EQHEquitable Hldgs Inc | $184.3M | 30.4% | |
| Air Global PLCCUSIP G0180Y100 | $64.4M | 10.6% | New |
| Monday Com LtdCUSIP M7S64H106 | $29.0M | 4.8% | |
| RMNIRimini Str Inc Del | $25.2M | 4.2% | |
| SDHCSmith Douglas Homes Corp | $22.3M | 3.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EQHEquitable Hldgs Inc | June 30, 2020 | +127.5% | $184.3M |
| GPIGroup 1 Automotive Inc | December 31, 2022 | +61.4% | $281.6M |
| Monday Com LtdCUSIP M7S64H106 | March 31, 2026 | +4.7% | $29.0M |
| SDHCSmith Douglas Homes Corp | June 30, 2025 | −20.0% | $22.3M |
| RMNIRimini Str Inc Del | September 30, 2021 | −55.9% | $25.2M |
Sold off last quarter
- LADLithia Mtrs Inc was $52.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.5% | +14.8% |
| March 31, 2026 | −20.2% | −4.6% |
| December 31, 2025 | −5.9% | +2.4% |
| September 30, 2025 | +1.0% | +7.8% |
| June 30, 2025 | +15.0% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
| December 31, 2024 | +17.1% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | −7.9% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +16.0% | +11.2% |
| September 30, 2023 | +1.0% | −3.6% |
| June 30, 2023 | +14.2% | +8.3% |
| March 31, 2023 | +13.3% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | +0.9% | −5.3% |
| June 30, 2022 | −12.5% | −16.5% |
| March 31, 2022 | −12.3% | −4.9% |
| December 31, 2021 | +3.5% | +10.7% |
| September 30, 2021 | −5.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Conifer Management, L.L.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1773994&type=13F-HR&dateb=&owner=include&count=40CIK 1773994
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1773994/000091957426005146/Filed August 13, 2026 · accession 0000919574-26-005146