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Focused investors/Greg Alexander

Greg Alexander - Conifer Management

As of Q1 2026, Greg Alexander reported 6 long-equity positions worth $523.83M in aggregate.

Copy-investor backtest

Latest quarter
-7.91%
1-year
-23.40%
3-year
+23.27%
3-year top 5
+25.94%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 6 of 10 rows. Rows without a quote are marked unavailable.

1STLASTELLANTIS N.V30.31%Add +7.1%18,000,000$213.12M$11.8452w: $11.37 - $21.92; reported $11.84
2EQHEQUITABLE HLDGS INC29.98%-8,000,000$210.8M$26.3552w: $24.61 - $37.13; reported $26.35
3BLDRBUILDERS FIRSTSOURCE INC20.95%-2,500,000$147.3M$58.9252w: $48.91 - $86.48; reported $58.92
4YNDXYANDEX N V7.02%-5,500,000$49.34MNo quoteNo quote
5IMXIINTERNATIONAL MNY EXPRESS IN5.19%Reduce -20.0%1,600,000$36.46MNo quoteNo quote
6RMNIRIMINI STR INC DEL3.26%Add +17.6%4,919,848$22.93M$4.6652w: $4.19 - $11.52; reported $4.66
7MNDYMONDAY COM LTD1.61%-100,000$11.33M$113.3452w: $85.75 - $450.00; reported $113.34
8COFCAPITAL ONE FINL CORP1.31%New100,000$9.22M$92.1752w: $90.27 - $174.65; reported $92.17
9EVIEVI INDS INC0.30%-116,341$2.11MNo quoteNo quote
10CRESWCRESUD S A C I F Y A0.08%-1,242,313$534KNo quoteNo quote