CONVERSANT CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNDA | 14.61M | $471.04M |
 | RITM | 2.50M | $23.70M |
 | KREF | 1.47M | $9.00M |
 | INVH | 1.25M | $31.06M |
 | COLD | 1.10M | $12.61M |
 | DRVN | 1.00M | $12.61M |
 | SMA | 858K | $25.97M |
 | CTRI | 855K | $24.97M |
 | WD | 560K | $24.87M |
 | CDNL | 472K | $18.70M |
 | CCI | 334K | $27.16M |
 | APC | 300K | $5.37M |
 | H | 60K | $8.63M |
Sonida Senior Living, Inc.
SNDA
Shares Held
14.61M
Value
$471.04M
Rithm Capital Corp.
RITM
Shares Held
2.50M
Value
$23.70M
KKR Real Estate Finance Trust Inc.
KREF
Shares Held
1.47M
Value
$9.00M
Invitation Homes Inc.
INVH
Shares Held
1.25M
Value
$31.06M
Americold Realty Trust, Inc.
COLD
Shares Held
1.10M
Value
$12.61M
Driven Brands Holdings Inc.
DRVN
Shares Held
1.00M
Value
$12.61M
Smartstop Self Storage REIT Inc
SMA
Shares Held
858K
Value
$25.97M
Centuri Holdings, Inc.
CTRI
Shares Held
855K
Value
$24.97M
Walker & Dunlop, Inc.
WD
Shares Held
560K
Value
$24.87M
Cardinal Infrastructure Group Inc.
CDNL
Shares Held
472K
Value
$18.70M
Crown Castle Inc.
CCI
Shares Held
334K
Value
$27.16M
ARKO Petroleum Corp. Class A Common Stock
APC
Shares Held
300K
Value
$5.37M
Hyatt Hotels Corporation
H
Shares Held
60K
Value
$8.63M