Conifer Management Q2 2022 holdings

$662 Million is the total value of Conifer Management's 9 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .

 Value Shares↓ Weighting
BLDR  BUILDERS FIRSTSOURCE INC$134,250
-16.8%
2,500,0000.0%20.28%
+9.7%
IMXI  INTERNATIONAL MNY EXPRESS IN$40,940
-0.7%
2,000,0000.0%6.18%
+31.0%
YNDX  YANDEX N V$33,3300.0%5,500,0000.0%5.04%
+31.8%
EVI  EVI INDS INC$1,162
-46.3%
116,3410.0%0.18%
-29.0%
CRESW  CRESUD S A C I F Y A*w exp 03/08/202$596
+91.6%
1,242,3130.0%0.09%
+150.0%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Gregory Alexander — Managing Member

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EDGAR filings