Conifer Management, L.L.C..

AUM · $607M (13F)Positions · 6Turnover · n/a · Q2Filed · Aug 13, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

+$64M deployed

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 13, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	GPI	GROUP 1 AUTOMOTIVE INC	967K	$282M	46.4%	+28%
2	EQH	EQUITABLE HLDGS INC	4.20M	$184M	30.4%	±0%
3	AIIR	AIR GLOBAL PLC	9.67M	$64M	10.6%	NEW
4	MNDY	MONDAY COM LTD	400K	$29M	4.8%	±0%
5	RMNI	RIMINI STR INC DEL	5.91M	$25M	4.2%	±0%
6	SDHC	SMITH DOUGLAS HOMES CORP	1.43M	$22M	3.7%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE CONIFER SIGNAL

Conifer Management, L.L.C. is a Other fund managing $607 million in assets. The fund runs a focused portfolio of just 6 positions.