Investor
Conversant Capital LLC
CIK 0001850901 · filed 2026-05-15 · SEC filing
13F book
$745.1M
Positions
16
9 new · 6 sold
Largest name
63.2%
Sonida Senior Living, Inc. · SNDA
Est. mark
$8.66M
Price effect on 7 names still held. Flow $210M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Sonida Senior Living, Inc. | SNDA | 14.6M | $471M | 63.2% | −$3.34M | Added$168.9M |
| Invitation Homes Inc. | INVH | 1.25M | $31.1M | 4.2% | — | New |
| Janus Living, Inc. | JAN | 1.21M | $28.5M | 3.8% | — | New |
| Crown Castle Inc. | CCI | 334K | $27.2M | 3.6% | — | New |
| Smartstop Self Storag Reit I | — | 857.7K | $26M | 3.5% | — | New |
| Centuri Holdings, Inc. | CTRI | 855K | $25M | 3.4% | $3.39M | Cut−$10.4M |
| Walker & Dunlop, Inc. | WD | 560.3K | $24.9M | 3.3% | −$6.65M | Added−$479.2K |
| Rithm Capital Corp | — | 2.5M | $23.7M | 3.2% | −$3.55M | Cut−$11.8M |
| Peakstone Realty Trust | — | 100 | $20.4M | 2.7% | $20.4M | Held |
| Cardinal Infrastructure Grou | — | 471.6K | $18.7M | 2.5% | — | New |
| Driven Brands Hldgs Inc | — | 1M | $12.6M | 1.7% | — | New |
| Americold Realty Trust | COLD | 1.1M | $12.6M | 1.7% | −$1.54M | Cut−$6.68M |
| Kkr Real Estate Fin Tr Inc | — | 1.47M | $9M | 1.2% | — | New |
| Hyatt Hotels Corp | H | 60K | $8.63M | 1.2% | — | New |
| Arko Pete Corp | — | 300K | $5.37M | 0.7% | — | New |
| Rithm Acquisition Corp | — | 868.3K | $539.8K | 0.1% | −$6.7K | Added$325.9K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.