Filer Snapshot

Conversant Capital LLC

CIK 0001850901. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

27

Latest filing

25 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$852.49M

17 holdings for Q2 2026

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Largest parsed holding

SNDA

$595.92M reported value

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13D/G large stake

SNDA

21 Aug 2026 · 30% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 25 Aug 2026 for CIK 0001850901.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$852.49M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$8.75M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$852.49M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$8.75M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
SNDA COMP CTRI INVH JAN
+12 moreWLDN NUAI DOC CURB DRVN CBRE BXDC SHAZ HNI HPP WHK RACWS

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

SNDA

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SNDA COMP CTRI INVH JAN WLDN NUAI DOC
+9 moreCURB DRVN CBRE BXDC SHAZ HNI HPP WHK RACWS

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

SNDA UHG

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

NUAI
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
25 Deforest Avenue, 3 Rd Floor, Summit, NJ, 07901
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
NY
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Conversant Capital LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $852.49M across 17 reported holdings for Q2 2026.
  • Largest parsed 13F holding: SNDA at $595.92M.
  • 3 recent 13D/G stake rows found; top row is SNDA at 30% ownership.
  • Forms 3/4/5 show insider context for SNDA worth $8.75M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 17 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 3 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 14 Aug 2026

Top 5 concentration

83%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$710.14M

Compared with $852.49M total 13F value.

Top 5 net change

+$15.83M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: COMP · Largest trim: CCI

SNDA COMP CTRI INVH JAN Other holdings

SNDA

69.9%

Sonida Senior Living Inc

$595.92M

COMP

3.8%

Compass Inc

$32.37M

CTRI

3.4%

Centuri Holdings Inc

$28.73M

INVH

3.4%

Invitation Homes Inc

$28.7M

JAN

2.9%

Janus Living Inc

$24.43M

13D/G large-stake context

SNDA

21 Aug 2026 · Common Stock, $0.01 par value per share

30%
Issuer page 13D/G history

NUAI

13 Jul 2026 · Common Stock, $0.0001 par value per share

5.3%
Issuer page 13D/G history

UHG

08 May 2025 · Class A Common Shares, par value $0.0001 per share

0%
Issuer page 13D/G history

Forms 3/4/5 insider context

SNDA

25 Aug 2026 · 10% owner

$8.75M
Issuer page Owner page

INDT

29 Jun 2023 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Conversant Capital LLC

New filing available

Latest Schedule 13D/G period: 21 Aug 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

25 Aug 2026

Page type

Filer profile

Latest period

21 Aug 2026

Schedule 13D/G context is visible from filings filed on 25 Aug 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Conversant Capital LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 21 Aug 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001850901 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
27
First seen
14 Feb 2022
Latest filing
25 Aug 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A SCHEDULE 13D/A SCHEDULE 13G

CIK-linked evidence first

Conversant Capital LLC SEC filings Conversant Capital LLC 13F portfolio Conversant Capital LLC 13D/G history Conversant Capital LLC owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 27 SEC filings for Conversant Capital LLC.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
25 Aug 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
20 Jul 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
13 Mar 2026
Reporting date
Not listed
SEC evidence
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13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-HR/A

13F-HR/A filing

Filing date
15 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
09 May 2025
Reporting date
Not listed
SEC evidence
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Next action
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
28 Apr 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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