Greg Alexander (Conifer Management) Portfolio December 31, 2021
Greg Alexander, revealed in a recent regulatory filing his newest positions. In his Conifer Management’s portfolio you can find the top 11 holdings based on Alexander’s 13F filings as of March 31, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | EQUITABLE HLDGS INC | COM | 284,507,000 | 32.6 | 9,204,377 | 30.91 |
| 2 | STELLANTIS N.V | SHS | 240,796,000 | 27.6 | 14,800,000 | 16.27 |
| 3 | BUILDERS FIRSTSOURCE INC | COM | 161,350,000 | 18.5 | 2,500,000 | 64.54 |
| 4 | JD.COM INC | SPON ADR CL A | 64,548,000 | 7.4 | 1,115,396 | 57.87 |
| 5 | INTERNATIONAL MNY EXPRESS IN | COM | 41,220,000 | 4.7 | 2,000,000 | 20.61 |
| 6 | YANDEX N V | SHS CLASS A | 33,330,000 | 3.8 | 5,500,000 | 6.06 |
| 7 | RIMINI STR INC DEL | COM | 23,200,000 | 2.7 | 4,000,000 | 5.8 |
| 8 | GTY TECHNOLOGY HOLDINGS INC | COM | 18,983,000 | 2.2 | 5,876,987 | 3.23 |
| 9 | LIBERTY MEDIA ACQUISITION CO | UNIT 01/22/2026 | 2,361,000 | 0.3 | 235,410 | 10.03 |
| 10 | EVI INDS INC | COM | 2,163,000 | 0.2 | 116,341 | 18.59 |
| 11 | CRESUD S A C I F Y A | *W EXP 03/08/202 | 311,000 | 0.0 | 1,242,313 | 0.25 |
*Price per share is the stock price on the date of the portfolio.