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

24

Latest filing

15 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$724.74M

16 holdings for Q1 2026

Open portfolio

Largest parsed holding

SNDA

$471.04M reported value

Open holding

13D/G large stake

SNDA

11 Mar 2026 · 32% ownership

Open 13D/G

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Source: SEC Form 13F

13F-HR filed on 15 May 2026 for CIK 0001850901.

View source filing
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$724.74M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$724.74M

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

Largest 13F holdings

13F
SNDA INVH JAN CCI SMA
+10 moreCTRI WD RITM CDNL DRVN COLD KREF H APC RACWS

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

Largest 13F holdings

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

SNDA INVH JAN CCI SMA CTRI WD RITM
+7 moreCDNL DRVN COLD KREF H APC RACWS

Largest active 13D stakes

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

SNDA UHG
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP 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.

Quick read

  • Latest parsed 13F shows $724.74M across 16 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SNDA at $471.04M.
  • 2 recent 13D/G stake rows found; top row is SNDA at 32% ownership.
  • Forms 3/4/5 show insider context for INDT.

SEC source mix

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

XML parsed
13F portfolio 16 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 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.

Q1 2026 - 15 May 2026

Top 5 concentration

81%

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

Top 5 reported value

$583.75M

Compared with $724.74M total 13F value.

Top 5 net change

+$284.97M

Position-value change inside the visible top holdings only.

13F concentration map

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

Largest add: SNDA · Largest trim: GNL

SNDA INVH JAN CCI SMA Other holdings

SNDA

65%

Sonida Senior Living Ord

$471.04M

INVH

4.3%

Invitation Homes Ord

$31.06M

JAN

3.9%

Janus Living Cl A 1 Ord

$28.52M

CCI

3.7%

Crown Castle Ord

$27.16M

SMA

3.6%

Smartstop Self Storage Reit Ord

$25.97M

13D/G large-stake context

SNDA

11 Mar 2026 · Common Stock, $0.01 par value per share

32%

UHG

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

0%

Forms 3/4/5 insider context

INDT

29 Jun 2023 · 10% owner

Latest update

What changed recently for Conversant Capital LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.

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 13F period: Q1 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.

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
24
First seen
14 Feb 2022
Latest filing
15 May 2026
Entity
Company

Latest Filings

Showing the latest 12 of 24 SEC filings for Conversant Capital LLC.

13F-HR

13F-HR filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
13 Mar 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

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

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
09 May 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
17 Apr 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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