Conversant Capital LLC 13F Holdings

CIK 0001850901 · SUMMIT, NJ

As of Sep 30, 2025, Conversant Capital LLC reported 10 positions worth $590.0M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
SONIDA SENIOR LIVING INCSNDAHealthcare9,264,653$256.8M43.53%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—1,250,000 11.7M18.93%
CENTURI HOLDINGS INCCTRIUtilities2,615,737$55.4M9.39%
RITHM CAPITAL CORPRITMReal Estate3,888,200$44.3M7.51%
GLOBAL NET LEASE INCGNLReal Estate5,178,654$42.1M7.14%
WALKER & DUNLOP INCWDFinancial Services353,110$29.5M5.00%
HUDSON PACIFIC PROPERTIES INCHPPReal Estate8,274,420$22.8M3.87%
SILA REALTY TRUST INCSILAReal Estate592,211 4.9M2.52%
INDEPENDENCE REALTY TRUST INCIRTReal Estate750,000 2.3M2.08%
RITHM ACQUISITION CORPRAC.WSIndustrials333,333$220.0K0.04%