Conversant Capital LLC
Conversant Capital LLC reported 17 positions worth $852.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SNDA (69.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SNDA | SH | $595.9M | 69.90% | 14,605,874 | — | — | |
| ▸ 2 | COMP | SH | $32.4M | 3.80% | 2,625,000 | — | — | |
| ▸ 3 | CTRI | SH | $28.7M | 3.37% | 950,000 | — | — | |
| ▸ 4 | INVH | SH | $28.7M | 3.37% | 950,000 | — | — | |
| ▸ 5 | JAN | SH | $24.4M | 2.87% | 850,000 | — | — | |
| ▸ 6 | WLDN | SH | $23.3M | 2.73% | 294,500 | — | — | |
| ▸ 7 | NUAI | SH | $22.4M | 2.63% | 3,515,000 | — | — | |
| ▸ 8 | DOC | SH | $16.1M | 1.88% | 750,000 | — | — | |
| ▸ 9 | CURB | SH | $14.4M | 1.69% | 474,000 | — | — | |
| ▸ 10 | DRVN | SH | $13.9M | 1.64% | 1,000,000 | — | — |
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Frequently Asked Questions
What stocks does Conversant Capital LLC hold as of Q2 2026?
Conversant Capital LLC reported 17 positions worth $852.5M in its Q2 2026 13F filing. Largest positions: SNDA (69.9%), COMP (3.8%), CTRI (3.4%), INVH (3.4%) and JAN (2.9%).
What did Conversant Capital LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Conversant Capital LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.