Conversant Capital LLC - Q42025 Holdings

Conversant Capital LLC holds 13 stocks with a total portfolio value of $ 526.49M as of Q42025. In Q42025, Conversant Capital LLC added 5 new positions, increased stakes in 2 stocks, reduced 4 holdings, and fully exited 2 positions. The largest holding is Sonida Senior Living Inc (SNDA), representing 57.38% of the total portfolio.