Conversant Capital LLC holds a concentrated book of 16 stocks worth $745.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Invitation Homes Inc and trimmed Centuri Holdings Inc. Their largest long position is Sonida Senior Living Inc at 63% of the equity book.
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Use Arkolith to show Conversant Capital LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sonida Senior Living Ord COM | $471.0M | 14.61M | 63.2% | ▲+58% Added · +5.3M sh | |
| 2 | Invitation Homes Ord COM | $31.1M | 1.25M | 4.2% | ▲New New position | |
| 3 | Janus Living CL A 1 Ord CL A-1 | $28.5M | 1.21M | 3.8% | ▲New New position | |
| 4 | Crown Castle Ord COM | $27.2M | 334.0K | 3.6% | ▲New New position | |
| 5 | Smartstop Self Storage REIT Ord COMMON STOCK | $26.0M | 857.7K | 3.5% | ▲New New position | |
| 6 | Centuri Holdings Ord COM SHS | $25.0M | 855.0K | 3.4% | ▼−39% Reduced · −545K sh | |
| 7 | Walker & Dunlop Ord COM | $24.9M | 560.3K | 3.3% | ▲+33% Added · +139K sh | |
| 8 | Rithm Capital Ord COM NEW | $23.7M | 2.50M | 3.2% | ▼−23% Reduced · −755K sh | |
| 9 | Peakstone Realty CL E Ord COMMON SHARES | $20.4M | 100 | 2.7% | —Held | |
| 10 | Cardinal Infrastru CL A Ord CL A | $18.7M | 471.6K | 2.5% | ▲New New position | |
| 11 | Driven Brands Holdings Ord COM | $12.6M | 1.00M | 1.7% | ▲New New position | |
| 12 | Americold Realty Ord COM | $12.6M | 1.10M | 1.7% | ▼−27% Reduced · −400K sh | |
| 13 | KKR Real Estate Finance Trust Ord COM | $9.0M | 1.47M | 1.2% | ▲New New position | |
| 14 | Hyatt Hotels CL A Ord COM CL A | $8.6M | 60.0K | 1.2% | ▲New New position | |
| 15 | Arko Petroleum CL A Ord CL A COM | $5.4M | 300.0K | 0.7% | ▲New New position | |
| 16 | Rithm Acquisition Eqy Warrant *W EXP 99/99/999 | $540K | 868.3K | 0.1% | ▲+161% Added · +535K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.