HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 TARGET HOSPITALITY ORD |
4,717,960 | +100,000 | $45,906 |
| TH | 4,717,960 | +100,000 | $45,906 |
| SONIDA SENIOR LIVING ORD |
4,052,981 | +400,000 | $40,530 |
| SNDA | 4,052,981 | +400,000 | $40,530 |
| NEWPARK RSC ORD |
4,456,852 | +1,653,412 | $29,593 |
| NR | 4,456,852 | +1,653,412 | $29,593 |
| PENNYMAC FINANCIAL ORD |
300,000 | +175,000 | $26,511 |
| PFSI | 300,000 | +175,000 | $26,511 |
| DIGITALBRIDGE GROUP CL A ORD |
1,500,000 | -1,300,000 | $26,310 |
| DBRG | 1,500,000 | -1,300,000 | $26,310 |
| REXFORD INDUSTRIAL REALTY REIT ORD |
300,000 | +300,000 | $16,830 |
| REXR | 300,000 | +300,000 | $16,830 |
| CLEAR CHANNEL OUTDOOR HLDG ORD |
8,775,256 | +2,239,800 | $15,971 |
| CCO | 8,775,256 | +2,239,800 | $15,971 |
| OUTFRONT MEDIA ORD |
1,000,000 | -1,135,291 | $13,960 |
| OUT | 1,000,000 | -1,135,291 | $13,960 |
| P10 CL A ORD |
1,295,184 | -1,164,518 | $13,237 |
| PX | 1,295,184 | -1,164,518 | $13,237 |
See Full List: All Stocks Held By Conversant Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Conversant Capital LLC
|
Size ($ in 1000's)
At 12/31/2023: $233,360 At 09/30/2023: $328,982 Conversant Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Conversant Capital LLC 13F filings. Link to 13F filings: SEC filings |
