{
 "manager": "Conifer Management",
 "page": "https://www.moatshark.com/m/conifer-management",
 "form": "13F-HR",
 "period": "2026-06-30",
 "filed": "2026-08-13",
 "previous_period": "2026-03-31",
 "filing_url": "https://www.sec.gov/Archives/edgar/data/1773994/000091957426005146/0000919574-26-005146-index.htm",
 "total_value_usd": 606658705,
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holdings": [
  {
   "company": "Group 1 Automotive",
   "ticker": "GPI",
   "moatshark_slug": "gpi",
   "sector": "Consumer discretionary",
   "value_usd": 281561390,
   "shares": 967000,
   "portfolio_pct": 46.41,
   "previous_pct": 47.66,
   "change": "ADD",
   "share_change_pct": 28.1,
   "quarters_held": 15
  },
  {
   "company": "Equitable Holdings",
   "ticker": "EQH",
   "moatshark_slug": "eqh",
   "sector": "Insurance",
   "value_usd": 184296000,
   "shares": 4200000,
   "portfolio_pct": 30.38,
   "previous_pct": 29.75,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 26
  },
  {
   "company": "Air Global",
   "ticker": "AIIR",
   "moatshark_slug": "aiir",
   "sector": "Consumer staples",
   "value_usd": 64380828,
   "shares": 9666791,
   "portfolio_pct": 10.61,
   "previous_pct": null,
   "change": "NEW",
   "share_change_pct": null,
   "quarters_held": 1
  },
  {
   "company": "Monday.com",
   "ticker": "MNDY",
   "moatshark_slug": "mndy",
   "sector": "Technology",
   "value_usd": 28956000,
   "shares": 400000,
   "portfolio_pct": 4.77,
   "previous_pct": 5.28,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "company": "Rimini Street",
   "ticker": "RMNI",
   "moatshark_slug": "rmni",
   "sector": "Industrials",
   "value_usd": 25190228,
   "shares": 5913199,
   "portfolio_pct": 4.15,
   "previous_pct": 3.7,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 20
  },
  {
   "company": "Smith Douglas Homes",
   "ticker": "SDHC",
   "moatshark_slug": "sdhc",
   "sector": "Consumer discretionary",
   "value_usd": 22274259,
   "shares": 1433350,
   "portfolio_pct": 3.67,
   "previous_pct": 3.5,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 5
  },
  {
   "company": "Lithia Motors",
   "ticker": "LAD",
   "moatshark_slug": "lad",
   "sector": "Consumer discretionary",
   "value_usd": 0,
   "shares": 0,
   "portfolio_pct": 0,
   "previous_pct": 10.11,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 14
  }
 ]
}