Conversant Capital LLC
Top Portfolio Positions
15 positions ·
$724,206,375 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDA |
Sonida Senior Living, Inc.
Healthcare
|
14,605,874 | $471,039,436 | 65.04% | |
| INVH |
Invitation Homes Inc.
Real Estate
|
1,250,000 | $31,062,500 | 4.29% | |
| JAN |
Janus Living, Inc.
Real Estate
|
1,210,000 | $28,519,700 | 3.94% | |
| CCI |
Crown Castle Inc.
Real Estate
|
334,000 | $27,157,540 | 3.75% | |
| SMA |
SmartStop Self Storage REIT, Inc.
Real Estate
|
857,715 | $25,971,610 | 3.59% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
855,000 | $24,974,550 | 3.45% | |
| WD |
Walker & Dunlop, Inc.
Financial Services
|
560,316 | $24,866,824 | 3.43% | |
| RITM |
Rithm Capital Corp.
Real Estate
|
2,500,000 | $23,700,000 | 3.27% | |
| CDNL |
Cardinal Infrastructure Group Inc.
Industrials
|
471,609 | $18,701,654 | 2.58% | |
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
1,000,000 | $12,610,000 | 1.74% |
Portfolio Trend
18 quarters · across all stocks
Holdings in COLD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,606,000 | 1,100,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,290,000 | 1,500,000 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $32,199,530 | 1,139,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,109,760 | 944,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||