Conifer Management Q1 2022 holdings

$873 Million is the total value of Conifer Management's 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 40.0% .

 Value Shares↓ Weighting
BLDR SellBUILDERS FIRSTSOURCE INC$161,350
-37.2%
2,500,000
-16.7%
18.49%
+2.7%
LMACU SellLIBERTY MEDIA ACQUISITION COunit 01/22/2026$2,361
-76.4%
235,410
-75.1%
0.27%
-61.3%
EVI SellEVI INDS INC$2,163
-46.0%
116,341
-9.3%
0.25%
-11.7%
SBGI ExitSINCLAIR BROADCAST GROUP INCcl a$0-2,444,545
-100.0%
-4.52%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-2,155,836
-100.0%
-17.93%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Gregory Alexander — Managing Member

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EDGAR filings