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CONVERSANT CAPITAL LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sonida Senior Living, Inc.SNDA14.61M$595.92M
Compass, Inc.COMP2.63M$32.37M
Driven Brands Holdings Inc.DRVN1M$13.94M
Centuri Holdings, Inc.CTRI950K$28.73M
Invitation Homes Inc.INVH950K$28.7M
Healthpeak Properties, Inc.DOC750K$16.05M
Curbline Properties Corp.CURB474K$14.41M
Hudson Pacific Properties, Inc.HPP458K$6.96M
Willdan Group, Inc.WLDN294.5K$23.29M
WhiteHawk Minerals CorpWHK200K$5.56M
HNI CorporationHNI185K$7.48M
CBRE Group, Inc.CBRE91.5K$12.32M