Greg Alexander - Conifer Management
As of Q1 2026, this manager reported 6 long-equity positions worth $523.83M in aggregate.
As of Q1 2026, Greg Alexander's Conifer Management held 6 long-equity positions with a reported value of $523.83M.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GPI | GROUP 1 AUTOMOTIVE INC | Add +32.8% | 47.66% | 755,032 | $249.64M | $330.63 | $292.44 - $413.84(31%)$392.58 -> $330.63 |
| MNDY | MONDAY COM LTD | New | 5.28% | 400,000 | $27.64M | $69.11 | $66.26 - $151.00(3%)$143.42 -> $69.11 |