Portfolio (Quarterly) Guide ↗

Conifer Management, L.L.C.

· CIK 0001773994

13F Portfolio $607M AUM 6 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LAD	LITHIA MTRS INC	Consumer Cyclical	212,000	$52.9M	10.11%	SOLD

Sector Allocation

Consumer Cyclical 51.9%

Financial Services 34.0%

Technology 10.0%

Real Estate 4.1%