CONVERSANT CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNDA | 9.26M | $256.82M |
 | HPP | 8.27M | $22.84M |
 | GNL | 5.18M | $42.10M |
 | RITM | 3.89M | $44.29M |
 | CTRI | 2.62M | $55.38M |
 | IRT | 750K | $12.29M |
 | SILA | 592K | $14.86M |
 | WD | 353K | $29.53M |
Sonida Senior Living, Inc.
SNDA
Shares Held
9.26M
Value
$256.82M
Hudson Pacific Properties, Inc.
HPP
Shares Held
8.27M
Value
$22.84M
Global Net Lease, Inc.
GNL
Shares Held
5.18M
Value
$42.10M
Rithm Capital Corp.
RITM
Shares Held
3.89M
Value
$44.29M
Centuri Holdings, Inc.
CTRI
Shares Held
2.62M
Value
$55.38M
Independence Realty Trust, Inc.
IRT
Shares Held
750K
Value
$12.29M
Sila Realty Trust, Inc.
SILA
Shares Held
592K
Value
$14.86M
Walker & Dunlop, Inc.
WD
Shares Held
353K
Value
$29.53M