Conversant Capital as of Dec. 31, 2021
Portfolio Holdings for Conversant Capital
Conversant Capital holds 16 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Capital Sr Living Corp (SNDA) | 18.5 | $85M | 3.0M | 28.49 | |
Indus Realty Trust | 18.5 | $85M | 1.0M | 81.06 | |
Radius Global Infrastructure Com Cl A | 12.5 | $58M | 3.6M | 16.10 | |
Digitalbridge Group Cl A Com | 7.3 | $34M | 4.0M | 8.33 | |
Walker & Dunlop (WD) | 7.0 | $32M | 214k | 150.88 | |
Bridge Invt Group Hldgs Com Cl A (BRDG) | 6.6 | $31M | 1.2M | 24.97 | |
Hilton Grand Vacations (HGV) | 4.6 | $21M | 407k | 52.11 | |
P10 (PX) | 4.1 | $19M | 1.3M | 13.98 | |
Switch Cl A | 3.6 | $16M | 572k | 28.64 | |
Gms (GMS) | 3.4 | $16M | 258k | 60.11 | |
Clear Channel Outdoor Holdings (CCO) | 3.1 | $14M | 4.3M | 3.31 | |
Preferred Apartment Communitie | 3.0 | $14M | 773k | 18.06 | |
Caesars Entertainment (CZR) | 2.8 | $13M | 136k | 93.53 | |
Brookdale Senior Living (BKD) | 2.5 | $12M | 2.3M | 5.16 | |
InvenTrust Properties Corp (IVT) | 1.6 | $7.3M | 267k | 27.26 | |
Smartrent Com Cl A (SMRT) | 0.9 | $4.1M | 424k | 9.68 |