StockDriftsStockDriftsTop 15 Conversant Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDA | SONIDA SENIOR LIVING ORD | 63.22% | 14.61M | $471.0M | +57.65%(+5.34M) | $26.94(+40.23%) | 2026-03-31 | |
| INVH | INVITATION HOMES ORD | 4.17% | 1.25M | $31.1M | new | $26.32(+6.12%) | 2026-03-31 | |
| CCI | CROWN CASTLE ORD | 3.64% | 334.0K | $27.2M | new | $85.09(+1.85%) | 2026-03-31 | |
| SMA | SMARTSTOP SELF STORAGE REIT ORD | 3.49% | 857.7K | $26.0M | new | $36.23(-18.19%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS ORD | 3.35% | 855.0K | $25.0M | -38.93%(-545.00K) | $21.81(+43.50%) | 2026-03-31 | |
| WD | WALKER & DUNLOP ORD | 3.34% | 560.3K | $24.9M | +32.97%(+138.94K) | $70.27(-27.29%) | 2026-03-31 | |
| RITM | RITHM CAPITAL ORD | 3.18% | 2.50M | $23.7M | -23.20%(-755.00K) | $11.16(-18.19%) | 2026-03-31 | |
| PKST | PEAKSTONE REALTY CL E ORD | 2.73% | 100 | $20.4M | +0.00%(+0) | $13.74(+52.82%) | 2026-03-31 | |
| CDNL | CARDINAL INFRASTRU CL A ORD | 2.51% | 471.6K | $18.7M | new | $31.92(+63.37%) | 2026-03-31 | |
| DRVN | DRIVEN BRANDS HOLDINGS ORD | 1.69% | 1.00M | $12.6M | new | $13.71(-5.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.35% | +61.62% |
| Top 20 Holdings Unweighted | +10.16% | +33.67% |
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