Conversant Capital LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC Conversant Capital LLC | Institutional Filer | ▲ 41.52% | $745.1M | 16 |
Current Portfolio Holdings
Showing all 16 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SNDA | Sonida Senior Living, Inc. | Healthcare | 14.6M | $471.0M | 63.22% |
| 2 | INVH | Invitation Homes Inc. | Real Estate | 1.3M | $31.1M | 4.17% |
| 3 | NaN | JANUS LIVING CL A 1 ORD | — | 1.2M | $28.5M | 3.83% |
| 4 | CCI | Crown Castle Inc. | Real Estate | 334K | $27.2M | 3.64% |
| 5 | SMA | SMARTSTOP SELF STORAGE REIT ORD | — | 858K | $26.0M | 3.49% |
| 6 | CTRI | Centuri Holdings, Inc. | Utilities | 855K | $25.0M | 3.35% |
| 7 | WD | Walker & Dunlop, Inc. | Financial Services | 560K | $24.9M | 3.34% |
| 8 | RITM | Rithm Capital Corp. | Real Estate | 2.5M | $23.7M | 3.18% |
| 9 | PKST | Peakstone Realty Trust | Real Estate | 100 | $20.4M | 2.73% |
| 10 | CDNL | CARDINAL INFRASTRU CL A ORD | — | 472K | $18.7M | 2.51% |
| 11 | DRVN | Driven Brands Holdings Inc. | Consumer Cyclical | 1.0M | $12.6M | 1.69% |
| 12 | COLD | Americold Realty Trust, Inc. | Real Estate | 1.1M | $12.6M | 1.69% |
| 13 | KREF | KKR Real Estate Finance Trust Inc. | Real Estate | 1.5M | $9.0M | 1.21% |
| 14 | H | Hyatt Hotels Corporation | Consumer Cyclical | 60K | $8.6M | 1.16% |
| 15 | APC | ARKO PETROLEUM CL A ORD | — | 300K | $5.4M | 0.72% |
Showing 1 to 15 of 16 holdings