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	$215,773 45.56% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY XLP 2 stocks	$111,745 23.59% of portfolio	1	1	1	-	0 Calls 2 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$27,379 5.78% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ 1 stocks	$24,613 5.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$24,441 5.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials GVA 1 stocks	$21,489 4.54% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate GNL 1 stocks	$20,555 4.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR ARES 2 stocks	$19,618 4.14% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Office \| Real Estate HPP 1 stocks	$8,019 1.69% of portfolio	1	-	1	-	0 Calls 0 Puts

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