Greg Alexander (Conifer Management) Portfolio September 30, 2021
Greg Alexander, revealed in a recent regulatory filing his newest positions. In his Conifer Management’s portfolio you can find the top 14 holdings based on Alexander’s 13F filings as of September 30, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | STELLANTIS N.V | SHS | 282,680,000 | 19.5 | 14,800,000 | 19.1 |
| 2 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 266,490,000 | 18.4 | 1,800,000 | 148.05 |
| 3 | EQUITABLE HLDGS INC | COM | 246,717,000 | 17.0 | 8,323,777 | 29.64 |
| 4 | BUILDERS FIRSTSOURCE INC | COM | 222,326,000 | 15.4 | 4,296,981 | 51.74 |
| 5 | YANDEX N V | SHS CLASS A | 160,559,000 | 11.1 | 2,014,793 | 79.69 |
| 6 | JD.COM INC | SPON ADR CL A | 80,576,000 | 5.6 | 1,115,396 | 72.24 |
| 7 | SINCLAIR BROADCAST GROUP INC | CL A | 77,443,000 | 5.3 | 2,444,545 | 31.68 |
| 8 | GTY TECHNOLOGY HOLDINGS INC | COM | 44,195,000 | 3.1 | 5,876,987 | 7.52 |
| 9 | INTERNATIONAL MNY EXPRESS IN | COM | 38,069,000 | 2.6 | 2,279,575 | 16.7 |
| 10 | RIMINI STR INC DEL | COM | 11,569,000 | 0.8 | 1,198,845 | 9.65 |
| 11 | LIBERTY MEDIA ACQUISITION CO | UNIT 01/22/2026 | 9,759,000 | 0.7 | 944,749 | 10.33 |
| 12 | EVI INDS INC | COM | 4,467,000 | 0.3 | 164,242 | 27.2 |
| 13 | CRESUD S A C I F Y A | SPONSORED ADR | 2,505,000 | 0.2 | 516,489 | 4.85 |
| 14 | CRESUD S A C I F Y A | *W EXP 03/08/202 | 273,000 | 0.0 | 1,242,313 | 0.22 |
*Price per share is the stock price on the date of the portfolio.