13F filing recap · Q2 2026
What did Conifer Management buy in Q2 2026?
Reported stock-position changes between this filing and the previous one.
Stock value
$606.66M
Positions
6
Estimated turnover
31.7%
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 opened a new position in Air Global Plc and exited Lithia Motors entirely. It also added to its Group 1 Automotive stake.