Conversant Capital LLC Portfolio Holdings by Sector

Conversant Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY IWM XLP HYG 4 stocks	$333,000 41.98% of portfolio	2	1	2	-	0 Calls 3 Puts
Medical Care Facilities \| Healthcare SNDA 1 stocks	$242,287 30.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR 1 stocks	$50,935 6.42% of portfolio	1	-	1	-	0 Calls 1 Puts
Specialty Business Services \| Industrials TH 1 stocks	$37,258 4.7% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate COLD 1 stocks	$32,210 4.06% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ 1 stocks	$24,613 3.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$22,794 2.87% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate BRSP AHH 2 stocks	$19,674 2.48% of portfolio	2	-	2	-	0 Calls 0 Puts
Real Estate Services \| Real Estate JLL 1 stocks	$16,202 2.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services NMIH 1 stocks	$14,233 1.79% of portfolio	-	1	-	-	0 Calls 0 Puts

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