Conversant Capital LLC

Conversant Capital LLC is an Investment Adviser institutional filer with the SEC under CIK 1850901, reporting 17 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: NY
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Conversant Capital LLC's most recent 13F filing, ranked by reported market value.

1. Sonida Senior Living Inc (SNDA)
2. Compass Inc (COMP)
3. Centuri Holdings Inc (CTRI)
4. Invitation Homes Inc (INVH)
5. Janus Living Inc (JAN)
6. Willdan Group, Inc (WLDN)
7. New Era Energy & Digital Inc (NUAI)
8. Healthpeak Properties, Inc (DOC)
9. Curbline Properties Corp. (CURB)
10. Driven Brands Holdings Inc (DRVN)