Conifer Management, L.L.C. — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, Conifer Management, L.L.C. initiated 1 new position, increased allocation to 1 existing position, and trimmed 1 position. The fund's 13F equity book declined from $0.60B to $0.52B (-13.2% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $0.60BPrior quarter
- $0.52BCurrent quarter
- $-0.08BNet delta
- -13.2%% change
New Position Initiations Q1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Allocation Weight | History |
|---|---|---|---|
| MONDAY COM LTD | MNDY | 5.28% | History → |
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| GROUP 1 AUTOMOTIVE INC | GPI | +10.62% | +32.83% | History → |
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| LITHIA MTRS INC | LAD | -11.92% | -47.00% | History → |
Methodology & FAQ
How Conifer Management, L.L.C. Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for Conifer Management, L.L.C. against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
Which positions did Conifer Management, L.L.C. initiate in Q1 2026?
Conifer Management, L.L.C. established 1 new position in Q1 2026: MONDAY COM LTD (MNDY, 5.28%).
Which existing positions saw the largest allocation increases for Conifer Management, L.L.C. in Q1 2026?
The largest portfolio-weight increases in existing positions were: GROUP 1 AUTOMOTIVE INC (GPI, +10.62% weight, +32.83% shares).
Which positions did Conifer Management, L.L.C. fully exit in Q1 2026?
Conifer Management, L.L.C. fully exited no positions in Q1 2026.
Which existing positions saw the largest allocation reductions for Conifer Management, L.L.C. in Q1 2026?
The largest portfolio-weight reductions in positions kept open were: LITHIA MTRS INC (LAD, -11.92% weight, -47.00% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity.