Greg Alexander - Conifer Management

Portfolio

$606.66 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


—	GROUP 1 AUTOMOTIVE INC	46.41%	Add 28.07%	967,000	$291.17	$281.56 M	—	—
—	EQUITABLE HLDGS INC	30.38%		4,200,000	$43.88	$184.30 M	—	—
—	AIR GLOBAL PLC	10.61%	Buy	9,666,791	$6.66	$64.38 M	—	—
MNDY	MNDYMONDAY COM LTD	4.77%		400,000	$72.39	$28.96 M	$91.07	+25.80%
RMNI	RMNIRIMINI STR INC DEL	4.15%		5,913,199	$4.26	$25.19 M	$5.01	+17.61%
SDHC	SDHCSMITH DOUGLAS HOMES CORP	3.67%		1,433,350	$15.54	$22.27 M	$11.21	-27.86%

6 Einträge