Greg Alexander portfolio & holdings
Conifer Management
Historical clone performance and limitations
Greg Alexander (Conifer Management) discloses a $607M portfolio across 6 US-listed positions in the latest 13F filing (2026Q2, filed Aug 13, 2026). The largest holding is GPI at 46.4% of the book.
A material reported change · Q2 2026
Greg Alexander increased reported GPI shares by 28.1%.
Holdings as of Jun 30, 2026 · filed Aug 13, 2026. Position at period end: 46.4% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
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Holdings (6) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | GPI | 46.4% | $282M | |||
| 2 | EQH | 30.4% | $184M | |||
| 3 | G0180Y100 | 10.6% | $64M | |||
| 4 | MNDY | 4.8% | $29M | |||
| 5 | RMNI | 4.2% | $25M | |||
| 6 | SDHC | 3.7% | $22M |
- 1GPIport46.4%val$282MGroup 1 Automotive Incthis Q +28%·15q
- 2EQHport30.4%val$184MEquitable Holdings Incthis Q hold·26q
- 3G0180Y100port10.6%val$64MAir Global Plcthis Q New·—1q
- 4MNDYport4.8%val$29MMonday Com Ltdthis Q hold·4q
- 5RMNIport4.2%val$25MRimini Street Incthis Q hold·20q
- 6SDHCport3.7%val$22MSmith Douglas Homes Corpthis Q hold·5q
2026Q2 moves, by size (3)(expand ↓)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| GPI | Group 1 Automotive Inc | ADD | 46.4% | +28% | $282M |
| G0180Y100 | Air Global Plc | NEW | 10.6% | +100% | $64M |
| LAD | Lithia Motors Inc | EXIT | 10.1% | -100% | $0 |
- ADDGPI46.4%Group 1 Automotive IncΔ +28%·$282M
- NEWG0180Y10010.6%Air Global PlcΔ +100%·$64M
- EXITLAD10.1%Lithia Motors IncΔ -100%·$0
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.
2026Q2 brief
Greg Alexander's Conifer Management is a hyper-concentrated, six-position $610M book, and Q2 2026's most consequential move was swapping out LAD (Lithia Motors, previously 10.1%) entirely in favor of a new 10.6% position in AIR GLOBAL PLC—a significant auto retail-to-aviation services rotation that reflects a deliberate sector pivot. Meanwhile, GPI (Group 1 Automotive) was added to by 28%, pushing it to a towering 46.4% of the portfolio—one of the largest single-stock concentrations in the super-investor universe. Combined with the LAD exit, this consolidates Alexander's auto retail bet into a single name rather than spreading across the sector. EQH holds steady at 30.4%, making the top two positions nearly 77% of the book. The AIR GLOBAL initiation is the most opaque move—a smaller, less-covered name that warrants scrutiny for thesis clarity. In Q3, watch whether GPI's weight continues to climb or whether Alexander uses any price appreciation to rebalance, and how the AIR GLOBAL thesis develops as a potential new core holding.
AI-generated. Not investment advice.
Filing history
Greg Alexander's disclosed 13F portfolio value and position count by quarter — the trajectory across every SEC filing.
| Quarter | Positions | Portfolio value |
|---|---|---|
| Q2 2026 — what changed → | 6 | $607M |
| Q1 2026 — what changed → | 6 | $524M |
| Q4 2025 — what changed → | 5 | $604M |
| Q3 2025 — what changed → | 5 | $631M |
| Q2 2025 — what changed → | 6 | $768M |
| Q1 2025 — what changed → | 5 | $660M |
| Q4 2024 holdings | 6 | $776M |
| Q3 2024 holdings | 6 | $874M |
| Q2 2024 holdings | 6 | $816M |
| Q1 2024 holdings | 7 | $906M |
| Q4 2023 holdings | 7 | $1.03B |
| Q3 2023 holdings | 8 | $887M |
Values as disclosed at each quarter end. Older filings on EDGAR.
Manager evidence
2 material decisions, preserved in sequence.
See what Greg Alexander bought, added, trimmed, or exited across eight quarters—plus disclosure lag, SEC sources, and observed outcomes versus SPY. No guru grade.
Open Greg Alexander's decision evidence →Frequently asked questions
- What stocks does Greg Alexander own?
- As of 2026Q2, Greg Alexander's 13F discloses 6 positions worth $607M. The top five holdings: GPI (46.4%), EQH (30.4%), MNDY (4.8%), RMNI (4.2%). 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 2026Q2, the filing shows 1 new position and 1 addition to existing holdings. The largest positions touched by buying: GPI.
- How big is Greg Alexander's portfolio?
- $607M across 6 positions per the latest 13F (filed Aug 13, 2026). The top five holdings account for 96% of the disclosed book.
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001773994). Not investment advice.