Conifer Management, L.L.C. — 13F holdings

Conifer Management, L.L.C. reported 6 holdings worth $607M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GPI GROUP 1 AUTOMOTIVE INC — $282M (46.4%)
2. EQH EQUITABLE HLDGS INC — $184M (30.4%)
3. AIIR AIR GLOBAL PLC — $64.4M (10.6%)
4. MNDY MONDAY COM LTD — $29.0M (4.8%)
5. RMNI RIMINI STR INC DEL — $25.2M (4.2%)
6. SDHC SMITH DOUGLAS HOMES CORP — $22.3M (3.7%)