CM
Conifer Management Portfolio holdings
AUM
$768M
1-Year Est. Return
51.39%
1 Year Est. Return
+51.39%
AUM
$660M
AUM Growth
-$116M
(-15%)
Holding
6
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 55.16% |
| 2 | Financials | 39.48% |
| 3 | Technology | 3.12% |
| 4 | Communication Services | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Equitable Holdings
EQH
$14.2B
| $260M | 39.48% |
5,000,000
|
|
||
2
Group 1 Automotive
GPI
$5.62B
| $217M | 32.91% |
568,424
|
|
||
3
Lithia Motors
LAD
$7.99B
| $147M | 22.25% |
500,000
|
|
||
4
Rimini Street
RMNI
$410M
| $20.6M | 3.12% |
5,913,199
|
|
||
|
NBIS
5
Nebius Group N.V.
NBIS
$28.5B
| $14.8M | 2.24% |
700,000
-1,800,000
|
|
||
6
Stellantis
STLA
$30.5B
| – | – |
-2,807,761
|
|