What did Greg Alexander buy in Q2 2026?

Greg Alexander opened 0 new positions and added to 1 existing holding in the Q2 2026 13F.

What did Greg Alexander sell in Q2 2026?

Greg Alexander exited 1 position (LAD) and trimmed 0.

What Greg Alexander bought and sold in Q2 2026

In Q2 2026, Greg Alexander (Conifer Management) added to 1, exited 1 (LAD). The book stood at $607M across 6 positions, filed Aug 13, 2026.

0New1Added0Trimmed1Exited

Share𝕏 in

Decision recordConifer Management increased GPI by 28%. Was it still actionable?High-conviction increase. Low timing precision. See the lag, evidence, disagreement, and original source →

Added to (1)

GPIGroup 1 Automotive Inc+28% shares · 46.4% · $282M

Exited (1)

LADLithia Motors Incwas 10.1% of book

Greg Alexander's other filings

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

Greg Alexander's full portfolio →The whole cohort in Q2 2026 →

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.