Conversant Capital LLC
SUMMIT NJ · SEC CIK 0001850901
$8.52亿2026Q2 申报市值
17持仓数
93.9%前十大占比 · 第一大 69.9%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
COMP 新建仓+$3,236.62万
WLDN 新建仓+$2,329.49万
NUAI 新建仓+$2,242.57万
DOC 新建仓+$1,605.00万
CURB 新建仓+$1,440.96万
2026Q2 卖出最多 按季末市值估算
HPP 重新持有-$3,264.42万
CCI 清仓-$2,715.75万
SMA 清仓-$2,597.16万
WD 清仓-$2,486.68万
RITM 清仓-$2,370.00万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SNDA | Sonida Senior Living Inc | $5.96亿 | 69.90% | 14,605,874 | 0 | 0.0% | — | 不变 |
| COMP | Compass Inc | $3,236.62万 | 3.80% | 2,625,000 | 2,625,000 | — | $3,236.62万 | 新建仓 |
| CTRI | Centuri Holdings Inc | $2,872.80万 | 3.37% | 950,000 | 95,000 | 11.1% | $287.28万 | 加仓 |
| INVH | Invitation Homes Inc | $2,869.95万 | 3.37% | 950,000 | -300,000 | -24.0% | -$906.30万 | 减仓 |
| JAN | Janus Living Inc | $2,442.90万 | 2.87% | 850,000 | -360,000 | -29.8% | -$1,034.64万 | 减仓 |
| WLDN | Willdan Group, Inc | $2,329.49万 | 2.73% | 294,500 | 294,500 | — | $2,329.49万 | 新建仓 |
| NUAI | New Era Energy & Digital Inc | $2,242.57万 | 2.63% | 3,515,000 | 3,515,000 | — | $2,242.57万 | 新建仓 |
| DOC | Healthpeak Properties, Inc | $1,605.00万 | 1.88% | 750,000 | 750,000 | — | $1,605.00万 | 新建仓 |
| CURB | Curbline Properties Corp. | $1,440.96万 | 1.69% | 474,000 | 474,000 | — | $1,440.96万 | 新建仓 |
| DRVN | Driven Brands Holdings Inc | $1,394.00万 | 1.64% | 1,000,000 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE Group Inc | $1,232.41万 | 1.45% | 91,500 | 91,500 | — | $1,232.41万 | 新建仓 |
| BXDC | Blackstone Digital Infrastructure Trust Inc | $1,081.50万 | 1.27% | 500,000 | 500,000 | — | $1,081.50万 | 新建仓 |
| SHAZ | SharonAI Holdings Inc | $852.93万 | 1.00% | 100,748 | 100,748 | — | $852.93万 | 新建仓 |
| HNI | HNI Corp | $747.59万 | 0.88% | 185,000 | 185,000 | — | $747.59万 | 新建仓 |
| HPP | Hudson Pacific Properties Inc | $695.70万 | 0.82% | 458,000 | -2,149,060 | -82.4% | -$3,264.42万 | 重新持有 |
| WHK | Whitehawk Minerals Corp | $556.40万 | 0.65% | 200,000 | 200,000 | — | $556.40万 | 新建仓 |
| — | Rithm Acquisition Corp | $56.44万 | 0.07% | 868,333 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE ORD | $0 | 0.00% | 0 | -334,000 | -100.0% | -$2,715.75万 | 清仓 |
| SMA | SMARTSTOP SELF STORAGE REIT ORD | $0 | 0.00% | 0 | -857,715 | -100.0% | -$2,597.16万 | 清仓 |
| WD | WALKER & DUNLOP ORD | $0 | 0.00% | 0 | -560,316 | -100.0% | -$2,486.68万 | 清仓 |
| RITM | RITHM CAPITAL ORD | $0 | 0.00% | 0 | -2,500,000 | -100.0% | -$2,370.00万 | 清仓 |
| CDNL | CARDINAL INFRASTRU CL A ORD | $0 | 0.00% | 0 | -471,609 | -100.0% | -$1,870.17万 | 清仓 |
| COLD | AMERICOLD REALTY ORD | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$1,260.60万 | 清仓 |
| KREF | KKR REAL ESTATE FINANCE TRUST ORD | $0 | 0.00% | 0 | -1,470,600 | -100.0% | -$900.01万 | 清仓 |
| H | HYATT HOTELS CL A ORD | $0 | 0.00% | 0 | -60,000 | -100.0% | -$862.74万 | 清仓 |
| APC | ARKO PETROLEUM CL A ORD | $0 | 0.00% | 0 | -300,000 | -100.0% | -$536.70万 | 清仓 |
| — | PEAKSTONE REALTY CL E ORD | $0 | 0.00% | 0 | -100 | -100.0% | -$2,089 | 清仓 |