Conversant Capital LLC - Portfolio Stock Holdings

Conversant Capital LLC disclosed 21 stock positions in a recent SEC 13F filing. $724,206,377 of stock holdings were filed, with the largest holdings including SNDA, INVH, and JAN. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $3,115,964,049 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.