Conversant Capital LLC Portfolio Holdings by Sector

Conversant Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Medical Care Facilities \| Healthcare SNDA 1 stocks	$231,153 47.38% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM XLP 2 stocks	$87,549 17.94% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate HPP SLG 2 stocks	$35,941 7.37% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate GNL 1 stocks	$32,793 6.72% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ 1 stocks	$28,713 5.88% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$26,504 5.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials JHX 1 stocks	$21,512 4.41% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate FR 1 stocks	$18,770 3.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services BTBT 1 stocks	$4,982 1.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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