Filed: 5/15/2026ACC: 0000919574-26-003138
📋 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 $523.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$523.83M
Total AUM (reported)
12.91M
Total Shares
Allocation by class
COM$477.83M91.2%
SHS$27.64M5.3%
COM SHS CL A$18.35M3.5%
Portfolio Concentration
Top 3$458.44M87.5%
4–10$65.39M12.5%
Top 3 weight
87.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.91M
Sole
Full voting authority
12.91M
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:
GROUP 1 AUTOMOTIVE INC
SOLEShares755.03K
TypeSH
Market value$249.64M
47.66%
Sole
755.03K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
SOLEShares4.20M
TypeSH
Market value$155.86M
29.75%
Sole
4.20M
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares212K
TypeSH
Market value$52.94M
10.11%
Sole
212K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares400K
TypeSH
Market value$27.64M
5.28%
Sole
400K
Shared
0.00
None
0.00
RIMINI STR INC DEL
SOLEShares5.91M
TypeSH
Market value$19.40M
3.70%
Sole
5.91M
Shared
0.00
None
0.00
SMITH DOUGLAS HOMES CORP
SOLEShares1.43M
TypeSH
Market value$18.35M
3.50%
Sole
1.43M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GROUP 1 AUTOMOTIVE INCSOLE | COM | 755.03K | SH | $249.64M 47.66% | 755.03K | 0.00 | 0.00 |
EQUITABLE HLDGS INCSOLE | COM | 4.20M | SH | $155.86M 29.75% | 4.20M | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 212K | SH | $52.94M 10.11% | 212K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 400K | SH | $27.64M 5.28% | 400K | 0.00 | 0.00 |
RIMINI STR INC DELSOLE | COM | 5.91M | SH | $19.40M 3.70% | 5.91M | 0.00 | 0.00 |
SMITH DOUGLAS HOMES CORPSOLE | COM SHS CL A | 1.43M | SH | $18.35M 3.50% | 1.43M | 0.00 | 0.00 |