Greg Alexander - Conifer Management Holdings – 2026 Q1
Explore the latest portfolio disclosure for Greg Alexander - Conifer Management, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Greg Alexander - Conifer Management maintains its largest exposure in Unclassified Sector, which represents approximately 94.69% of the portfolio. This sector forms the core of Greg Alexander - Conifer Management's investment stance during this reporting period.
Additional major allocations include Non-U.S. Assets (about 5.28%) , reflecting how Greg Alexander - Conifer Management diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Greg Alexander - Conifer Management's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| GPI | 755,032 | $330.63 | Increased | 32.83% | 47.64% | $249.64M | 2026 Q1 |
| EQH | 4,200,000 | $37.11 | No Change | No Change | 29.74% | $155.86M | 2026 Q1 |
| LAD | 212,000 | $249.72 | Reduced | -47.00% | 10.10% | $52.94M | 2026 Q1 |
| MNDY | 400,000 | $69.11 | Buy | 100.00% | 5.28% | $27.64M | 2026 Q1 |
| RMNI | 5,913,199 | $3.28 | No Change | No Change | 3.70% | $19.4M | 2026 Q1 |
| SDHC | 1,433,350 | $12.8 | No Change | No Change | 3.50% | $18.35M | 2026 Q1 |