Fund Universe

← Fund Universe

☆Conifer Management, L.L.C.

CIK 0001773994 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.879
AUM ($M)
607
Positions
6
Turnover
0.12
Top-10 wt
100%
Herfindahl
0.324
History (qtrs)
6
Excess Return
-49.3%

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Quarter
Activity this period
Security type

Holdings · 7 positions · portfolio value $607M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆GPI funds › GROUP 1 AUTOMOTIVE INC ADD — 46.4% -1.2% 281.6 967,000 +211,968 5 —
☆EQH funds › EQUITABLE HLDGS INC HOLD — 30.4% +0.6% 184.3 4,200,000 +0 5 —
☆AIIR funds › AIR GLOBAL PLC NEW — 10.6% +10.6% 64.4 9,666,791 +9,666,791 1 -99.5%
☆MNDY funds › MONDAY COM LTD HOLD — 4.8% -0.5% 29.0 400,000 +0 2 +8.2%
☆RMNI funds › RIMINI STR INC DEL HOLD — 4.2% +0.4% 25.2 5,913,199 +0 5 —
☆SDHC funds › SMITH DOUGLAS HOMES CORP HOLD — 3.7% +0.2% 22.3 1,433,350 +0 5 -49.3%
☆LAD funds › LITHIA MTRS INC EXIT — 0.0% -10.1% 0.0 0 -212,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 607 6 0.12 100% 0.324 0.878 — in
2026Q1 524 6 0.16 100% 0.331 0.829 — in
2025Q4 604 5 0.04 100% 0.299 0.925 — in
2025Q3 631 5 0.10 100% 0.312 0.886 — in
2025Q2 768 6 0.04 100% 0.290 0.944 — entered
2025Q1 660 5 0.00 100% 0.315 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status