Conifer Management, L.L.C.
•CIK: 1773994•Filing: Q4 2025
**Conifer Management, L.L.C.** is a focused investment manager overseeing $604M in assets. The firm maintains a concentrated portfolio of five positions, with significant allocations to GPI ($223.6M) and EQH ($200.1M). These top holdings represent a substantial commitment, accounting for over 63% of the total AUM. Conifer's strategy is evident through its deep conviction in these select names, including LAD ($132.9M).
Total AUM
$603.6M
QoQ Performance
-4.3%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
GPI
EQH
LAD
GPI37.0%
EQH33.2%
LAD22.0%
SDHC4.0%
RMNI3.8%
📈 Biggest Buys
SDHC
SMITH DOUGLAS HOMES CORP
+68.3%
4.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q3 2025
↑1 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023