Filed: 8/13/2026ACC: 0000919574-26-005146
📋 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 $606.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$606.66M
Total AUM (reported)
22.58M
Total Shares
Allocation by class
COM$491.05M80.9%
SHS$93.34M15.4%
COM SHS CL A$22.27M3.7%
Portfolio Concentration
Top 3$530.24M87.4%
4–10$76.42M12.6%
Top 3 weight
87.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 22.58M
Sole
Full voting authority
22.58M
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
SOLEShares967K
TypeSH
Market value$281.56M
46.41%
Sole
967K
Shared
0.00
None
0.00
EQUITABLE HLDGS INC
SOLEShares4.20M
TypeSH
Market value$184.30M
30.38%
Sole
4.20M
Shared
0.00
None
0.00
AIR GLOBAL PLC
SOLEShares9.67M
TypeSH
Market value$64.38M
10.61%
Sole
9.67M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares400K
TypeSH
Market value$28.96M
4.77%
Sole
400K
Shared
0.00
None
0.00
RIMINI STR INC DEL
SOLEShares5.91M
TypeSH
Market value$25.19M
4.15%
Sole
5.91M
Shared
0.00
None
0.00
SMITH DOUGLAS HOMES CORP
SOLEShares1.43M
TypeSH
Market value$22.27M
3.67%
Sole
1.43M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GROUP 1 AUTOMOTIVE INCSOLE | COM | 967K | SH | $281.56M 46.41% | 967K | 0.00 | 0.00 |
EQUITABLE HLDGS INCSOLE | COM | 4.20M | SH | $184.30M 30.38% | 4.20M | 0.00 | 0.00 |
AIR GLOBAL PLCSOLE | SHS | 9.67M | SH | $64.38M 10.61% | 9.67M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 400K | SH | $28.96M 4.77% | 400K | 0.00 | 0.00 |
RIMINI STR INC DELSOLE | COM | 5.91M | SH | $25.19M 4.15% | 5.91M | 0.00 | 0.00 |
SMITH DOUGLAS HOMES CORPSOLE | COM SHS CL A | 1.43M | SH | $22.27M 3.67% | 1.43M | 0.00 | 0.00 |