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Paul Dumaine

Conversant Capital Llc

Assets Managed
$745.102M
Holdings
16
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
41.53%(2Q avg: 15.38%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Conversant Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Conversant Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 745.102M in assets, with a quarterly growth rate of 41.53% and a 2-quarter average growth rate of 15.38%. The portfolio is managed by Paul Dumaine, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SNDA
Sonida Senior Living Inc
Recent Activity
Increased 57.66%
63.22%
$471.039M
14.606M shares@ $32.26 avg price
INVH
Invitation Homes Inc
Recent Activity
New Position
4.17%
$31.062M
1.25M shares@ $24.85 avg price
JAN
Janus Living Inc Cl-a-1
Recent Activity
New Position
3.83%
$28.52M
1.21M shares@ $23.57 avg price
CCI
Crown Castle Inc
Recent Activity
New Position
3.65%
$27.158M
334,000 shares@ $81.31 avg price
SMA
Smartstop Self Storage Reit
Recent Activity
New Position
3.49%
$25.972M
857,715 shares@ $30.28 avg price
CTRI
Centuri Holdings Inc
Recent Activity
Decreased -38.92%
3.36%
$24.975M
855,000 shares@ $29.21 avg price
WD
Walker & Dunlop Inc
Recent Activity
Increased 32.98%
3.34%
$24.867M
560,316 shares@ $44.38 avg price
RITM
Rithm Capital Corp
Recent Activity
Decreased -23.19%
3.19%
$23.7M
2.5M shares@ $9.48 avg price
PKST
Peakstone Realty Trust
Recent Activity
2.74%
$20.357M
100 shares@ $203574.99 avg price
CDNL
Cardinal Infrastructure Gr-a
Recent Activity
New Position
2.51%
$18.702M
471,609 shares@ $39.66 avg price

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