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Disclosery

Conversant Capital LLC: RACWS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Conversant Capital LLC on RACWS, newest first. How the timeline and the estimate are built.

Conversant Capital LLC held 868,333 RACWS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 868,333 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $564,416.

    13F-HR 0001850901-26-000004 filed by Conversant Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 868,333 shares
    Change vs previous 13F +535,000 shares

    0.07% of the 13F portfolio, value $539,756.

    13F-HR 0001850901-26-000003 filed by Conversant Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 333,333 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $213,900.

    13F-HR 0001850901-26-000002 filed by Conversant Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 333,333 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $220,000.

    13F-HR 0001850901-25-000008 filed by Conversant Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 333,333 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $163,300.

    13F-HR/A 0001850901-25-000007 filed by Conversant Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).