Filed: 11/14/2025ACC: 0000919574-25-006771
📋 What this filing means
CONIFER MANAGEMENT, L.L.C. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $631.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$631.08M
Total AUM (reported)
11.93M
Total Shares
Allocation by class
COM$616.04M97.6%
COM SHS CL A$15.04M2.4%
Portfolio Concentration
Top 3$588.37M93.2%
4–10$42.71M6.8%
Top 3 weight
93.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.93M
Sole
Full voting authority
11.93M
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
GROUP 1 AUTOMOTIVE INC
SOLEShares568.42K
TypeSH
Market value$248.69M
39.41%
Sole
568.42K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
SOLEShares4.20M
TypeSH
Market value$213.28M
33.80%
Sole
4.20M
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares400K
TypeSH
Market value$126.40M
20.03%
Sole
400K
Shared
0.00
None
0.00
RIMINI STR INC DEL
SOLEShares5.91M
TypeSH
Market value$27.67M
4.39%
Sole
5.91M
Shared
0.00
None
0.00
SMITH DOUGLAS HOMES CORP
SOLEShares851.56K
TypeSH
Market value$15.04M
2.38%
Sole
851.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GROUP 1 AUTOMOTIVE INCSOLE | COM | 568.42K | SH | $248.69M 39.41% | 568.42K | 0.00 | 0.00 |
EQUITABLE HLDGS INCSOLE | COM | 4.20M | SH | $213.28M 33.80% | 4.20M | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 400K | SH | $126.40M 20.03% | 400K | 0.00 | 0.00 |
RIMINI STR INC DELSOLE | COM | 5.91M | SH | $27.67M 4.39% | 5.91M | 0.00 | 0.00 |
SMITH DOUGLAS HOMES CORPSOLE | COM SHS CL A | 851.56K | SH | $15.04M 2.38% | 851.56K | 0.00 | 0.00 |