Greg Alexander
Conifer Management
Greg Alexander (Conifer Management) discloses a $524M portfolio across 6 US-listed positions in the latest 13F filing (2026Q1, filed May 15, 2026). The largest holding is GPI at 47.7% of the book. The biggest move of the quarter: added 33% to the GPI share count (position now $250M). Latticework's clone backtest puts this 13F book at -3.2%/yr vs SPY over 6.3 years.
About Greg Alexander
Greg Alexander runs Conifer Management, a concentrated long equity vehicle that, as of the most recent 13F, held just six disclosed positions totaling roughly $524M, with the top five — Group 1 Automotive (GPI), Equitable Holdings (EQH), Lithia Motors (LAD), Monday.com (MNDY), and Rimini Street (RMNI) — accounting for 96% of reported assets. The book skews toward capital-light financials and automotive retail, suggesting a value-with-growth-runway framework rather than deep distress or pure momentum. Readers parsing the 13F should note the usual structural caveat: 13F filings capture long U.S. equity positions with a 45-day lag and disclose nothing about shorts, options overlays, or non-U.S. holdings, so the six-name picture may understate or misrepresent actual portfolio risk. A simple clone backtest run against those disclosed longs has trailed SPY by roughly 3.2 percentage points annualized over the past six-plus years, a gap worth holding in mind when interpreting position sizing as a signal of conviction.
2026Q1 brief
Greg Alexander's Conifer Management ($520M, just 6 positions) operates with extreme concentration — top-5 at 96.5% — and 2026Q1 is defined by a decisive doubling-down on the auto retail duopoly thesis. GPI (Group 1 Automotive) was added by 33%, pushing it to a staggering 47.7% of the portfolio, the single largest position weight in this cohort. Meanwhile, LAD (Lithia Motors) was trimmed nearly in half (–47%) to 10.1%, suggesting Alexander is rotating his auto dealer exposure firmly toward GPI over LAD — perhaps a valuation or management quality call between the two largest publicly traded auto groups. The new position in MNDY (monday.com, 5.3%) is the one genuine diversification move, adding a high-growth SaaS name into what is otherwise a deep-value, low-multiple book. EQH (Equitable Holdings) remains the anchor at 29.8% with no change. Watch whether the GPI concentration continues to build — at nearly 48%, any position-specific news would have outsized NAV impact.
AI-generated. Not investment advice.
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Holdings (6) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | GPI | 47.7% | $250M | |||
| 2 | EQH | 29.8% | $156M | |||
| 3 | LAD | 10.1% | $53M | |||
| 4 | MNDY | 5.3% | $28M | |||
| 5 | RMNI | 3.7% | $19M | |||
| 6 | SDHC | 3.5% | $18M |
- 1GPIport47.7%val$250MGroup 1 Automotive Incthis Q +33%·14q
- 2EQHport29.8%val$156MEquitable Holdings Incthis Q hold·25q
- 3LADport10.1%val$53MLithia Motors Incthis Q -47%·14q
- 4MNDYport5.3%val$28MMonday Com Ltdthis Q New·3q
- 5RMNIport3.7%val$19MRimini Street Incthis Q hold·19q
- 6SDHCport3.5%val$18MSmith Douglas Homes Corpthis Q hold·4q
All activity (2026Q1)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| GPI | Group 1 Automotive Inc | ADD | 47.7% | +33% | $250M |
| LAD | Lithia Motors Inc | TRIM | 10.1% | -47% | $53M |
| MNDY | Monday Com Ltd | NEW | 5.3% | +100% | $28M |
- ADDGPI47.7%Group 1 Automotive IncΔ +33%·$250M
- TRIMLAD10.1%Lithia Motors IncΔ -47%·$53M
- NEWMNDY5.3%Monday Com LtdΔ +100%·$28M
Frequently asked questions
- What stocks does Greg Alexander own?
- As of 2026Q1, Greg Alexander's 13F discloses 6 positions worth $524M. The top five holdings: GPI (47.7%), EQH (29.8%), LAD (10.1%), MNDY (5.3%), RMNI (3.7%). 13F filings cover long US-listed equities only — cash, bonds, shorts, and non-US positions are not disclosed.
- What did Greg Alexander buy this quarter?
- In 2026Q1, the filing shows 1 new position and 1 addition to existing holdings. The largest positions touched by buying: GPI, MNDY.
- How big is Greg Alexander's portfolio?
- $524M across 6 positions per the latest 13F (filed May 15, 2026). The top five holdings account for 97% of the disclosed book.
Explore more
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001773994). Not investment advice.