Greg Alexander - Conifer Management Holdings – 2025 Q3
Explore the latest portfolio disclosure for Greg Alexander - Conifer Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.
The latest 2025 Q3 filing shows that Greg Alexander - Conifer Management maintains its largest exposure in Consumer Discretionary, which represents approximately 61.83% of the portfolio. This sector forms the core of Greg Alexander - Conifer Management's investment stance during this reporting period.
Additional major allocations include Finance (about 33.80%) and Real Estate (approximately 4.39%), 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 2025 Q3 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| GPI | 568,424 | $437.51 | No Change | No Change | 39.41% | $248.69M | 2025 Q3 |
| EQH | 4,200,000 | $50.78 | Reduced | -16.00% | 33.80% | $213.28M | 2025 Q3 |
| LAD | 400,000 | $316 | Reduced | -20.00% | 20.03% | $126.4M | 2025 Q3 |
| RMNI | 5,913,199 | $4.68 | No Change | No Change | 4.39% | $27.67M | 2025 Q3 |
| SDHC | 851,556 | $17.66 | Increased | 70.31% | 2.38% | $15.04M | 2025 Q3 |