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Focused investors/Greg Alexander

Greg Alexander - Conifer Management

As of Q2 2026, Greg Alexander reported 6 long-equity positions worth $606.66M in aggregate.

Copy-investor backtest

Latest quarter
+7.47%
1-year
-19.27%
3-year
+9.84%
5-year
+16.67%
3-year vs S&P 500
-63.22%
5-year vs S&P 500
-56.82%
5-year top 5
+17.79%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-13 from SEC 13F data.

Live quotes available for 6 of 7 rows. Rows without a quote are marked unavailable.

1GPIGROUP 1 AUTOMOTIVE INC46.41%Add +28.1%967,000$281.56M$291.1752w: $287.78 - $488.39; reported $291.17
2EQHEQUITABLE HLDGS INC30.38%-4,200,000$184.3M$43.8852w: $35.20 - $56.53; reported $43.88
3AIIRAIR GLOBAL PLC10.61%New9,666,791$64.38M$6.66No quote
4MNDYMONDAY COM LTD4.77%-400,000$28.96M$72.3952w: $57.50 - $315.00; reported $72.39
5RMNIRIMINI STR INC DEL4.15%-5,913,199$25.19M$4.2652w: $2.87 - $5.38; reported $4.26
6SDHCSMITH DOUGLAS HOMES CORP3.67%-1,433,350$22.27M$15.5452w: $10.72 - $23.50; reported $15.54
7LADLITHIA MTRS INC-Sold0$0No quoteNo quote