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.
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
Other tracked managers holding the same core names as Conversant Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 22 / 16 | $938.1M |
| BlackRock, Inc. | 21 / 16 | $13.1B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 21 / 16 | $9.1B |
| VANGUARD CAPITAL MANAGEMENT LLC | 21 / 16 | $6.8B |
| MORGAN STANLEY | 21 / 16 | $1.9B |
| NORTHERN TRUST CORP | 21 / 16 | $1.4B |
| GOLDMAN SACHS GROUP INC | 21 / 16 | $1.3B |
| BANK OF AMERICA CORP /DE/ | 21 / 16 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Conversant Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1850901/holdings"
Use Arkolith to show Conversant Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.