Conversant Capital LLC
- SEC CIK
- 0001850901
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only.
- Positions
- 16
- No filing for Q3 2021
- Portfolio value
- $459.8M
- No filing for Q3 2021
Conversant Capital LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNDASonida Senior Living, Inc. | COM | 2,985,481 | $85.1M | 18.5% | – | – | History |
| INDTIndus Realty Trust, Inc. | COM | 1,049,088 | $85.0M | 18.5% | – | – | History |
| RADIRadius Global Infrastructure, Inc. | COM CL A | 3,581,178 | $57.7M | 12.5% | – | – | History |
| DBRGDigitalBridge Group, Inc. | CL A COM | 4,030,000 | $33.6M | 7.3% | – | – | History |
| WDWalker & Dunlop, Inc. | COM | 214,000 | $32.3M | 7.0% | – | – | History |
| BRDGBridge Investment Group Holdings Inc. | COM CL A | 1,220,000 | $30.5M | 6.6% | – | – | History |
| HGVHilton Grand Vacations Inc. | COM | 406,655 | $21.2M | 4.6% | – | – | History |
| RPCRidgepost Capital, Inc. | CL A COM | 1,333,340 | $18.6M | 4.1% | – | – | History |
| SWCHSwitch, Inc. | CL A | 571,818 | $16.4M | 3.6% | – | – | History |
| GMSGMS Inc. | COM | 257,700 | $15.5M | 3.4% | – | – | History |
| CCOClear Channel Outdoor Holdings, Inc. | COM | 4,341,893 | $14.4M | 3.1% | – | – | History |
| APTSPreferred Apartment Communities Inc | COM | 773,074 | $14.0M | 3.0% | – | – | History |
| CZRCaesars Entertainment, Inc. | COM | 136,000 | $12.7M | 2.8% | – | – | History |
| BKDBrookdale Senior Living Inc. | COM | 2,250,000 | $11.6M | 2.5% | – | – | History |
| IVTInvenTrust Properties Corp. | COM NEW | 267,134 | $7.28M | 1.6% | – | – | History |
| SMRTSmartRent, Inc. | COM CL A | 424,151 | $4.11M | 0.9% | – | – | History |