Conifer Management, L.L.C. 13F: Quarter-over-Quarter Portfolio Changes
Conifer Management, L.L.C. reported a disclosed portfolio value of approximately $523.8 million in its latest SEC Form 13F-HR filing for Q1 2026, down 13.2% quarter on quarter. Over the quarter, the manager initiated 1 new position, bought more shares in 1 holding, and trimmed 1 holding.
Conifer Management, L.L.C.'s top buy was Group 1 Automotive INC (GPI) . The manager bought 32.8% more shares, lifting the position's portfolio weight by 10.6 percentage points. Its top sell was Lithia Motors INC (LAD) . The manager sold 47.0% of its previously reported shares, reducing the position's portfolio weight by 11.9 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| MONDAY COM LTD | MNDY | 5.3% | History → |
Top BuysQ1 2026
The manager's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| GROUP 1 AUTOMOTIVE INC | GPI | +10.6% | +32.8% | History → |
Top SellsQ1 2026
The manager's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| LITHIA MOTORS INC | LAD | -11.9% | 47.0% | History → |
Net Portfolio Value ChangeQ1 2026
- $0.6BPrior quarter
- $0.5BCurrent quarter
- $-0.1BNet delta
- -13.2%% change
Methodology & FAQ
How Conifer Management, L.L.C. Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Conifer Management, L.L.C.: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Conifer Management, L.L.C. buy in Q1 2026?
In Q1 2026, Conifer Management, L.L.C. initiated 1 new position (MONDAY COM LTD (MNDY)); bought more shares of GROUP 1 AUTOMOTIVE INC (GPI).
What stocks did Conifer Management, L.L.C. sell in Q1 2026?
In Q1 2026, Conifer Management, L.L.C. reduced holdings in LITHIA MOTORS INC (LAD).
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, 5.3%).
Which existing positions saw the largest allocation increases for Conifer Management, L.L.C. in Q1 2026?
Of 1 existing position with share-count increases in Q1 2026, the largest were: GROUP 1 AUTOMOTIVE INC (GPI, +10.6% weight, +32.8% 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?
Of 1 existing position with share-count reductions in Q1 2026, the largest were: LITHIA MOTORS INC (LAD, -11.9% weight, -47.0% 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. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.