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Greg Alexander - Conifer Management Holdings – 2025 Q4

Explore the latest portfolio disclosure for Greg Alexander - Conifer Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q4.

The latest 2025 Q4 filing shows that Greg Alexander - Conifer Management maintains its largest exposure in Unclassified Sector, which represents approximately 99.93% of the portfolio. This sector forms the core of Greg Alexander - Conifer Management's investment stance during this reporting period.

These sector weightings provide a clear view into Greg Alexander - Conifer Management's positioning and conviction areas for the 2025 Q4 quarter.

Breakdown by Sector

Unclassified Sector
99.9%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
GPI 568,424 $393.3 No Change No Change 37.01% $223.56M 2025 Q4
EQH 4,200,000 $47.65 No Change No Change 33.13% $200.13M 2025 Q4
LAD 400,000 $332.33 No Change No Change 22.01% $132.93M 2025 Q4
SDHC 1,433,350 $16.77 Increased 68.32% 3.98% $24.04M 2025 Q4
RMNI 5,913,199 $3.88 No Change No Change 3.80% $22.94M 2025 Q4
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