13F filing recap · Q4 2024

What did Conifer Management buy in Q4 2024?

Reported stock-position changes between this filing and the previous one.

Stock value

$775.82M

Positions

Estimated turnover

34.3%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Conifer Management trimmed Equitable Holdings and Lithia Motors, and substantially reduced its positions in Nebius Group and Stellantis.

Reduced positions

EQHEquitable Holdings, Inc.$235.85Mreported value-1.00M shares-16.7%LADLithia Motors, Inc.$178.72Mreported value-200.0K shares-28.6%NBISNebius Group N.v.$69.25Mreported value-3.00M shares-54.5%STLAStellantis N.v.$36.64Mreported value-6.19M shares-68.8%