CONIFER MANAGEMENT, L.L.C.

• NEW YORK, NY • Investment Advisor • Hedge Fund How do I update this listing?

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Conifer Management is based out of New York. Conifer Management is a hedge fund with 6 clients and discretionary assets under management (AUM) of $6,862,113,282 (Form ADV from 2022-03-30). Their last reported 13F filing for Q4 2022 included $822,042,000 in managed 13F securities and a top 10 holdings concentration of 99.95%. Conifer Management's largest holding is Stellantis NV with shares held of 17,200,031. Conifer Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 13 13F filings, 15 13G filings, and 3 Form 4 filings

12/31/2022

13F Activity

  • Market Value $822.042 Million
  • Prior Market Value $703.14 Million
  • New Purchases2 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 99.95 %
  • Turnover % [1]:27.27%
  • Turnover Alt % [2]: 7.40 %
  • Time Held Top20:7.55 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:7.55 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022: 18.45%
Performance Last 4 Quarters: 12.76%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

CONIFER MANAGEMENT, LLC
Classified as Hedge Fund
9 WEST 57TH STREET SUITE 5000
NEW YORK NY    10019
Country: United States
Business Phone: 212-832-5280
Fax: 212-826-1265
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 32
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 6
Amount of client funds and securities by related persons: 6,862,110,000
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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CONIFER MANAGEMENT, LLC

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
ALEXANDER, GREGORY MANAGING MEMBER 04/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & CO., INC. SHAREHOLDER direct 2004-01-01
CONIFER MANAGEMENT, LLC MANAGING MEMBER direct 2000-04-01
GOODRICH, WENDY, DEARHOLT CHIEF OPERATING OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & GOLDFARB INC. EXECUTIVE VICE PRESIDENT direct 2016-11-01
RUANE, CUNNIFF & GOLDFARB L.P. EXECUTIVE VICE PRESIDENT indirect 2016-11-01
LEE, YAU DUN CHIEF COMPLIANCE OFFICER 03/01/2022 Direct less than 5%
Fund Name Position direct/indirect start date end date
WISHBONE MANAGEMENT, LP CHIEF COMPLIANCE OFFICER direct 2022-03-01
RUANE, CUNNIFF & GOLDFARB L.P. CHIEF COMPLIANCE OFFICER direct 2022-03-01
HYPERION CAPITAL ADVISORS LP CHIEF COMPLIANCE OFFICER direct 2022-03-01
CONIFER MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2022-03-01
Dennis, Patrick, Lewis CHIEF FINANCIAL OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
GABELLI & COMPANY ADVISERS, INC. EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER direct 2016-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ACACIA INSTITUTIONAL PARTNERS, L.P. United States 805-3411842344 Hedge Fund 1,583,235,166 0
ACACIA II PARTNERS, L.P. United States 805-4453078472 Hedge Fund 159,538,378 0
ACACIA PARTNERS, L.P. United States 805-9024165036 Hedge Fund 2,480,306,161 0
ACACIA CONSERVATION MASTER FUND (OFFSHORE), L.P. Cayman Islands 805-1012958053 Hedge Fund 641,859,117 100,000 Master Fund
ACACIA CONSERVATION FUND, L.P. United States 805-1668227688 Hedge Fund 1,997,174,460 0

CONIFER MANAGEMENT, LLC

ownership team - last updated 2021-03-18
Name Title Start Date Direct/Indirect % Ownership
ALEXANDER, GREGORY MANAGING MEMBER 04/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & CO., INC. SHAREHOLDER direct 2004-01-01
CONIFER MANAGEMENT, LLC MANAGING MEMBER direct 2000-04-01
SLOYER, MICHAEL, N CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & GOLDFARB INC. GENERAL COUNSEL & CCO direct 2014-01-01
WISHBONE MANAGEMENT, LP CCO direct 2014-01-01
CONIFER MANAGEMENT, LLC CCO direct 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. GENERAL COUNSEL & CCO indirect 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. CCO & GENERAL COUNSEL direct 2016-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ACACIA INSTITUTIONAL PARTNERS, L.P. United States 805-3411842344 Hedge Fund 1,779,483,539 0
ACACIA II PARTNERS, L.P. United States 805-4453078472 Hedge Fund 168,053,697 0
ACACIA PARTNERS, L.P. United States 805-9024165036 Hedge Fund 2,482,839,546 0
ACACIA CONSERVATION MASTER FUND (OFFSHORE), L.P. Cayman Islands 805-1012958053 Hedge Fund 1,183,634,913 100,000 Master Fund
ACACIA CONSERVATION FUND, L.P. United States 805-1668227688 Hedge Fund 2,047,223,772 0

CONIFER MANAGEMENT, LLC

ownership team - last updated 2020-03-23
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ACACIA INSTITUTIONAL PARTNERS, L.P. United States 805-3411842344 Hedge Fund 1,776,142,899 0
ACACIA II PARTNERS, L.P. United States 805-4453078472 Hedge Fund 131,973,320 0
ACACIA PARTNERS, L.P. United States 805-9024165036 Hedge Fund 2,018,368,037 0
ACACIA CONSERVATION MASTER FUND (OFFSHORE), L.P. Cayman Islands 805-1012958053 Hedge Fund 1,122,924,438 100,000 Master Fund
ACACIA CONSERVATION FUND, L.P. United States 805-1668227688 Hedge Fund 1,616,132,126 0

CONIFER MANAGEMENT, LLC

ownership team - last updated 2019-06-17
Name Title Start Date Direct/Indirect % Ownership
ALEXANDER, GREGORY MANAGING MEMBER 04/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & CO., INC. SHAREHOLDER direct 2004-01-01
CONIFER MANAGEMENT, LLC MANAGING MEMBER direct 2000-04-01
SLOYER, MICHAEL, N CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & GOLDFARB INC. GENERAL COUNSEL & CCO direct 2014-01-01
WISHBONE MANAGEMENT, LP CCO direct 2014-01-01
CONIFER MANAGEMENT, LLC CCO direct 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. GENERAL COUNSEL & CCO indirect 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. CCO & GENERAL COUNSEL direct 2016-11-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ACACIA CONSERVATION FUND, L.P. United States 805-1668227688 Hedge Fund 1,661,246,030 0
ACACIA PARTNERS, L.P. United States 805-9024165036 Hedge Fund 2,060,129,958 0
ACACIA CONSERVATION MASTER FUND (OFFSHORE), L.P. Cayman Islands 805-1012958053 Hedge Fund 1,197,428,036 100,000 Master Fund
ACACIA INSTITUTIONAL PARTNERS, L.P. United States 805-3411842344 Hedge Fund 1,764,496,248 0
ACACIA II PARTNERS, L.P. United States 805-4453078472 Hedge Fund 123,063,711 0

CONIFER MANAGEMENT, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
ALEXANDER, GREGORY MANAGING MEMBER 04/01/2000 Direct 75% or more
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & CO., INC. SHAREHOLDER direct 2004-01-01
CONIFER MANAGEMENT, LLC MANAGING MEMBER direct 2000-04-01
SLOYER, MICHAEL, N CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & GOLDFARB INC. GENERAL COUNSEL & CCO direct 2014-01-01
WISHBONE MANAGEMENT, LP CCO direct 2014-01-01
CONIFER MANAGEMENT, LLC CCO direct 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. GENERAL COUNSEL & CCO indirect 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. CCO & GENERAL COUNSEL direct 2016-11-01

CONIFER MANAGEMENT, LLC

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
ALEXANDER, GREGORY MANAGING MEMBER 04/01/2000 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & CO., INC. SHAREHOLDER direct 2004-01-01
CONIFER MANAGEMENT, LLC MANAGING MEMBER direct 2000-04-01
BHAKOO, GIRISH, KUMAR MANAGING MEMBER 04/01/2000 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CONIFER MANAGEMENT, LLC MANAGING MEMBER direct 2000-04-01
SLOYER, MICHAEL, N CCO 01/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RUANE, CUNNIFF & GOLDFARB INC. GENERAL COUNSEL & CCO direct 2014-01-01
WISHBONE MANAGEMENT, LP CCO direct 2014-01-01
CONIFER MANAGEMENT, LLC CCO direct 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. GENERAL COUNSEL & CCO indirect 2014-01-01
RUANE, CUNNIFF & GOLDFARB L.P. CCO & GENERAL COUNSEL direct 2016-11-01

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