What Greg Alexander bought and sold in Q4 2025

In Q4 2025, Greg Alexander (Conifer Management) added to 1. The book stood at $604M across 5 positions, filed Feb 13, 2026.

0New1Added0Trimmed0Exited

Share𝕏 in

Added to (1)

SDHCSmith Douglas Homes Corp+68% shares · 4.0% · $24M

Greg Alexander's other filings

Q1 2026 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Greg Alexander's full portfolio →The whole cohort in Q4 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.