Notify me when Conversant Capital LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 13 | $526,485,352 | +$86,260,628 | -$87,126,134 | -$865,506 | SNDA, RITM, CTRI, GNL, HPP | 13F-HR | 17 Feb 2026, 10:33 |
| Q3 2025 | 9 | $478,321,841 | +$103,984,512 | -$182,539,524 | -$78,555,012 | SNDA, CTRI, RITM, GNL, WD | 13F-HR | 14 Nov 2025, 11:46 |
| Q2 2025 | 14 | $525,914,717 | +$129,860,496 | -$111,251,055 | +$18,609,441 | SNDA, RITM, SMA, SILA, GNL | Restatement | 15 Aug 2025, 10:04 |
| Q1 2025 | 16 | $490,586,396 | +$123,076,866 | -$105,625,670 | +$17,451,196 | SNDA, SILA, RITM, JLL, SITC | 13F-HR | 15 May 2025, 09:34 |
| Q4 2024 | 11 | $476,418,467 | +$52,395,632 | -$56,640,893 | -$4,245,261 | SNDA, TH, SILA, RITM, NPKI | 13F-HR | 14 Feb 2025, 16:02 |
| Q3 2024 | 14 | $535,553,797 | +$203,656,946 | -$122,806,487 | +$80,850,459 | SNDA, SILA, RITM, TH, SITC | 13F-HR | 14 Nov 2024, 16:14 |
| Q2 2024 | 14 | $455,904,387 | +$119,490,672 | -$74,974,807 | +$44,515,865 | SNDA, TH, NR, SITC, PFSI | 13F-HR | 14 Aug 2024, 12:16 |
| Q1 2024 | 14 | $427,046,170 | +$155,910,934 | -$49,429,938 | +$106,480,996 | SNDA, TH, NR, PFSI, DBRG | 13F-HR | 15 May 2024, 10:20 |
| Q4 2023 | 10 | $233,359,312 | +$52,322,842 | -$132,895,153 | -$80,572,311 | TH, SNDA, NR, PFSI, DBRG | 13F-HR | 14 Feb 2024, 10:27 |
| Q3 2023 | 14 | $328,982,347 | +$84,317,495 | -$53,523,752 | +$30,793,743 | TH, DBRG, SNDA, PX, OUT | 13F-HR | 14 Nov 2023, 10:10 |
| Q2 2023 | 16 | $289,410,428 | +$29,125,963 | -$118,333,520 | -$89,207,557 | TH, DBRG, BRSP, PX, SNDA | 13F-HR | 14 Aug 2023, 09:27 |
| Q1 2023 | 16 | $361,967,412 | +$122,064,850 | -$163,822,695 | -$41,757,845 | INDT, TH, DBRG, BRSP, PX | 13F-HR | 15 May 2023, 11:34 |
| Q4 2022 | 18 | $427,475,073 | +$99,175,940 | -$57,306,089 | +$41,869,851 | INDT, TH, RADI, SNDA, DBRG | 13F-HR | 14 Feb 2023, 14:40 |
| Q3 2022 | 16 | $356,721,000 | +$35,763,433 | -$23,130,721 | +$12,632,712 | INDT, SNDA, TH, RADI, CVEO | 13F-HR | 14 Nov 2022, 14:00 |
| Q2 2022 | 17 | $437,888,000 | +$105,327,821 | -$25,769,940 | +$79,557,881 | RADI, SNDA, INDT, DBRG, CVEO | 13F-HR | 15 Aug 2022, 11:00 |
| Q1 2022 | 15 | $461,759,000 | +$73,639,531 | -$55,613,797 | +$18,025,734 | SNDA, INDT, RADI, DBRG, WD | Restatement | 20 May 2022, 13:47 |
| Q4 2021 | 16 | $459,823,000 | $0 | $0 | $0 | SNDA, INDT, RADI, DBRG, WD | 13F-HR | 14 Feb 2022, 13:56 |