Conversant Capital LLC - Q12026 Holdings

Conversant Capital LLC holds 16 stocks with a total portfolio value of $ 745.1M as of Q12026. In Q12026, Conversant Capital LLC added 9 new positions, increased stakes in 3 stocks, reduced 3 holdings, and fully exited 6 positions. The largest holding is Sonida Senior Living Ord (SNDA), representing 63.22% of the total portfolio.