Conversant Capital LLC: 13F holdings
CIK 18509012026Q2
| Positions | 17 |
|---|
| Reported value | $852.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 17 (+1 vs prior quarter) |
|---|
| Reported value | $852.5m (+17.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDA Sonida Senior Living Inc | 14,605,874 | $595.9m | 69.9% |
| COMP Compass Inc | 2,625,000 | $32.4m | 3.8% |
| CTRI Centuri Holdings Inc | 950,000 | $28.7m | 3.4% |
| INVH Invitation Homes Inc | 950,000 | $28.7m | 3.4% |
| JAN Janus Living Inc | 850,000 | $24.4m | 2.9% |
| WLDN Willdan Group, Inc | 294,500 | $23.3m | 2.7% |
| New Era Energy & Digital Inc | 3,515,000 | $22.4m | 2.6% |
| DOC Healthpeak Properties, Inc | 750,000 | $16.1m | 1.9% |
| CURB Curbline Properties Corp. | 474,000 | $14.4m | 1.7% |
| DRVN Driven Brands Holdings Inc | 1,000,000 | $13.9m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1850901")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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