Conversant Capital LLC - Portfolio Stock Holdings

Conversant Capital LLC disclosed 25 stock positions in a recent SEC 13F filing. $851,927,990 of stock holdings were filed, with the largest holdings including SNDA, COMP, and CTRI. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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.