13F filing recap · Q4 2025
What did Conifer Management buy in Q4 2025?
Reported stock-position changes between this filing and the previous one.
Stock value
$603.60M
Positions
5
Estimated turnover
1.6%
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 substantially increased its position in Smith Douglas Homes Corp.