Conversant Capital LLC — 13F holdings

Conversant Capital LLC reported 17 holdings worth $852M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SNDA SONIDA SENIOR LIVING INC — $596M (69.9%)
2. COMP COMPASS INC — $32.4M (3.8%)
3. CTRI CENTURI HOLDINGS INC — $28.7M (3.4%)
4. INVH INVITATION HOMES INC — $28.7M (3.4%)
5. JAN Janus Living Inc — $24.4M (2.9%)
6. WLDN WILLDAN GROUP INC — $23.3M (2.7%)
7. NUAI New Era Energy & Digital Inc — $22.4M (2.6%)
8. DOC HEALTHPEAK PROPERTIES INC — $16.1M (1.9%)
9. CURB CURBLINE PPTYS CORP — $14.4M (1.7%)
10. DRVN DRIVEN BRANDS HLDGS INC — $13.9M (1.6%)