CM
Conifer Management Portfolio holdings
AUM
$631M
1-Year Est. Return
32.86%
1 Year Est. Return
+32.86%
AUM
$768M
AUM Growth
+$109M
(+16%)
Holding
6
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 54.29% |
| 2 | Financials | 36.51% |
| 3 | Communication Services | 5.04% |
| 4 | Technology | 2.9% |
| 5 | Real Estate | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Equitable Holdings
EQH
$12.8B
| $281M | 36.51% |
5,000,000
|
|
||
2
Group 1 Automotive
GPI
$4.73B
| $248M | 32.31% |
568,424
|
|
||
3
Lithia Motors
LAD
$7.13B
| $169M | 21.98% |
500,000
|
|
||
|
NBIS
4
Nebius Group N.V.
NBIS
$21B
| $38.7M | 5.04% |
700,000
|
|
||
5
Rimini Street
RMNI
$353M
| $22.3M | 2.9% |
5,913,199
|
|
||
6
Smith Douglas Homes
SDHC
$158M
| $9.71M | 1.26% |
+500,000
|
|