account_balance
Investment manager · 13F filer · SEC CIK 1850901
Conversant Capital LLC
Reported value$852Mas of Jun 30, 2026
Positions17 11 new, 10 sold out
Top 10 weight93.9%SNDA alone is 70%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SNDASonida Senior Living Inc
69.9%
COMPCompass Inc
3.8%New
CTRICenturi Holdings Inc
3.4%Added +11%
INVHInvitation Homes Inc
3.4%Trimmed −24%
JANJanus Living Inc
2.9%Trimmed −30%
WLDNWilldan Group, Inc
2.7%New
NUAINew Era Energy & Digital Inc
2.6%New
DOCHealthpeak Properties, Inc
1.9%New
CURBCurbline Properties Corp.
1.7%New
DRVN1.6%CBRE1.4%BXDC1.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SNDA Sonida Senior Living Inc 69.9% HeldCOMP Compass Inc 3.8% NewCTRI Centuri Holdings Inc 3.4% Added +11%INVH Invitation Homes Inc 3.4% Trimmed −24%JAN Janus Living Inc 2.9% Trimmed −30%WLDN Willdan Group, Inc 2.7% NewNUAI New Era Energy & Digital Inc 2.6% NewDOC Healthpeak Properties, Inc 1.9% NewCURB Curbline Properties Corp. 1.7% NewDRVN Driven Brands Holdings Inc 1.6% HeldCBRE CBRE Group Inc 1.4% NewBXDC Blackstone Digital Infrastructure Trust Inc 1.3% New
What changed