What Greg Alexander bought and sold in Q2 2025

In Q2 2025, Greg Alexander (Conifer Management) opened 1 new position — including SDHC (1.3%). The book stood at $768M across 6 positions, filed Aug 14, 2025.

1New0Added0Trimmed0Exited

Share𝕏 in

New positions (1)

SDHCSmith Douglas Homes Corp1.3% · $10M

Greg Alexander's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Greg Alexander's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.