Conversant Capital LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Conversant Capital LLC held in its portfolio 13 assets valued at $526,485,352 (i.e. $526.49M).

The most valuable assets in the portfolio included: Sonida Senior Living Inc ($302.12M), Rithm Capital Corp ($35.48M), and Centuri Holdings Inc ($35.35M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Conversant Capital LLC Portfolio

Sonida Senior Living Inc

Rithm Capital Corp

Centuri Holdings Inc

Global Net Lease Inc

Hudson Pacific Properties Inc

Walker & Dunlop Inc

National Storage Affiliates Trust

Americold Realty Trust Inc

Independence Realty Trust Inc

AvalonBay Communities Inc

Conversant Capital LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
Sonida Senior Living Inc	9264653	302120334	COM
Rithm Capital Corp	3255000	35479500	COM NEW
Centuri Holdings Inc	1400000	35350000	COM SHS
Global Net Lease Inc	3803654	32711424	COM NEW
Hudson Pacific Properties Inc	2607060	28234460	COM
Walker & Dunlop Inc	421380	25346007	COM
National Storage Affiliates Trust	775000	21862750	COM SHS BEN IN
Americold Realty Trust Inc	1500000	19290000	COM
Independence Realty Trust Inc	850000	14858000	COM
AvalonBay Communities Inc	30780	5580722	COM
UDR Inc	148223	5436820	COM
Rithm Acquisition Corp	333333	213900	*W EXP 99/99/999
Peakstone Realty Trust	100	1435	COMMON SHARES