We are live on ! Find out more
GA

Greg Alexander Conifer Management

AUM $607M
1-Year Est. Return 29.07%
 

Greg Alexander is the founder of Conifer Management, a concentrated investment firm in the value tradition. The portfolio typically features a small number of equities held with long-term conviction. Alexander’s firm is followed by investors who seek compact, research-driven partnerships rather than broad mutual-fund style diversification.

This Fund
S&P 500
This Quarter Est. Return
+19.16%
1 Year Est. Return
-29.07%
3 Year Est. Return
+22.67%
5 Year Est. Return
+29.49%
10 Year Est. Return
–
AUM
$768M
AUM Growth
+$109M
Cap. Flow
+$9.45M
Cap. Flow %
1.23%
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SDHC icon
Smith Douglas Homes
SDHC
+$9.45M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
EQH icon
1
Equitable Holdings
EQH
$13.3B
$281M 36.51%
5,000,000
– –
GPI icon
2
Group 1 Automotive
GPI
$3.12B
$248M 32.31%
568,424
– –
LAD icon
3
Lithia Motors
LAD
$8.15B
$169M 21.98%
500,000
– –
NBIS
4
Nebius Group N.V.
NBIS
$59.6B
$38.7M 5.04%
700,000
– –
RMNI icon
5
Rimini Street
RMNI
$490M
$22.3M 2.9%
5,913,199
– –
SDHC icon
6
Smith Douglas Homes
SDHC
$104M
$9.71M 1.26%
+500,000
New +$9.45M

Similar funds

MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
SCM
SKBA Capital Management San Francisco, California $606M AUM 13.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $606M AUM 20.84% 1-Year Est. Return
SFCM
Seven Fleet Capital Management Mountain View, California $606M AUM
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
VV
Verbena Value Westport, Connecticut $605M AUM
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Greg Alexander's Q2 2025 Portfolio in Review

As of Q2 2025, Greg Alexander held 6 positions worth $768M, up 16% from $660M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Greg Alexander's Q2 2025 filing shows 1 new position. Its largest new stake was Smith Douglas Homes: 500,000 shares worth $9.71M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 54% of assets, down from 55% a quarter earlier, followed by Financials and Communication Services.

  • Greg Alexander's largest Q2 2025 buy was Smith Douglas Homes: 500,000 shares worth $9.71M.
  • Greg Alexander's ten largest holdings make up 100% of its $768M portfolio in Q2 2025.
  • Greg Alexander opened 1 new position and closed 0 in Q2 2025.
  • Greg Alexander's portfolio value rose 16% quarter-over-quarter to $768M.

Based on Conifer Management's 13F filing for Q2 2025, filed 14 Aug 2025.