Holdings
Conversant Capital LLC
As of Jun 30, 2026, Conversant Capital LLC reported 16 positions worth US$852M. Largest: Sonida Senior Living, Inc., Compass, Inc. and Centuri Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sonida Senior Living, Inc. | 14.6M | US$596M | no change | Jun 30, 2026 |
| Compass, Inc. | 2.63M | US$32.4M | new | Jun 30, 2026 |
| Centuri Holdings, Inc. | 950K | US$28.7M | +95,000 | Jun 30, 2026 |
| Invitation Homes Inc. | 950K | US$28.7M | −300K | Jun 30, 2026 |
| Janus Living, Inc. | 850K | US$24.4M | −360K | Jun 30, 2026 |
| Willdan Group, Inc. | 295K | US$23.3M | new | Jun 30, 2026 |
| New Era Energy & Digital, Inc. | 3.52M | US$22.4M | new | Jun 30, 2026 |
| Healthpeak Properties, Inc. | 750K | US$16.1M | new | Jun 30, 2026 |
| Curbline Properties Corp. | 474K | US$14.4M | new | Jun 30, 2026 |
| Driven Brands Holdings Inc. | 1M | US$13.9M | no change | Jun 30, 2026 |