Conversant Capital LLC
CIK: 0001850901SEC EDGAR →
Portfolio Value
$526.5M
Holdings
13
As of
Q4 2025
New Positions
4
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Sonida Senior Living Inc | 9,264,653 | $302.1M | 57.38% |
| 2 | Rithm Capital Corp | 3,255,000 | $35.5M | 6.74% |
| 3 | Centuri Holdings Inc | 1,400,000 | $35.4M | 6.71% |
| 4 | Global Net Lease Inc | 3,803,654 | $32.7M | 6.21% |
| 5 | Hudson Pacific Properties Inc | 2,607,060 | $28.2M | 5.36% |
| 6 | Walker & Dunlop Inc | 421,380 | $25.3M | 4.81% |
| 7 | National Storage Affiliates Trust | 775,000 | $21.9M | 4.15% |
| 8 | Americold Realty Trust Inc | 1,500,000 | $19.3M | 3.66% |
| 9 | Independence Realty Trust Inc | 850,000 | $14.9M | 2.82% |
| 10 | AvalonBay Communities Inc | 30,780 | $5.6M | 1.06% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 1 | $302.1M | 57.4% |
| Real Estate | 9 | $163.5M | 31.0% |
| Utilities | 1 | $35.4M | 6.7% |
| Financial Services | 2 | $25.6M | 4.9% |