Filed: 8/14/2025ACC: 0000919574-25-004637
📋 What this filing means
CONIFER MANAGEMENT, L.L.C. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $768.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$768.38M
Total AUM (reported)
13.18M
Total Shares
Allocation by class
COM$719.94M93.7%
SHS CLASS A$38.73M5.0%
COM SHS CL A$9.71M1.3%
Portfolio Concentration
Top 3$697.65M90.8%
4–10$70.73M9.2%
Top 3 weight
90.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 13.18M
Sole
Full voting authority
13.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
EQUITABLE HLDGS INC
SOLEShares5M
TypeSH
Market value$280.50M
36.51%
Sole
5M
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares568.42K
TypeSH
Market value$248.24M
32.31%
Sole
568.42K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares500K
TypeSH
Market value$168.91M
21.98%
Sole
500K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares700K
TypeSH
Market value$38.73M
5.04%
Sole
700K
Shared
0.00
None
0.00
RIMINI STR INC DEL
SOLEShares5.91M
TypeSH
Market value$22.29M
2.90%
Sole
5.91M
Shared
0.00
None
0.00
SMITH DOUGLAS HOMES CORP
SOLEShares500K
TypeSH
Market value$9.71M
1.26%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUITABLE HLDGS INCSOLE | COM | 5M | SH | $280.50M 36.51% | 5M | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 568.42K | SH | $248.24M 32.31% | 568.42K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 500K | SH | $168.91M 21.98% | 500K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 700K | SH | $38.73M 5.04% | 700K | 0.00 | 0.00 |
RIMINI STR INC DELSOLE | COM | 5.91M | SH | $22.29M 2.90% | 5.91M | 0.00 | 0.00 |
SMITH DOUGLAS HOMES CORPSOLE | COM SHS CL A | 500K | SH | $9.71M 1.26% | 500K | 0.00 | 0.00 |