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Disclosery

Conversant Capital LLC: RITM position timeline

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

Conversant Capital LLC held 0 RITM 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 0 shares
    Change vs previous 13F -2,500,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,500,000 shares
    Change vs previous 13F -755,000 shares

    3.18% of the 13F portfolio, value $23,700,000.

    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 3,255,000 shares
    Change vs previous 13F -633,200 shares

    6.74% of the 13F portfolio, value $35,479,500.

    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 3,888,200 shares
    Change vs previous 13F -72,300 shares

    9.26% of the 13F portfolio, value $44,286,598.

    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 3,960,500 shares
    Change vs previous 13F +565,500 shares

    8.5% of the 13F portfolio, value $44,714,045.

    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).

  6. period ended2025-03-31
    13F 3,395,000 shares
    Change vs previous 13F 0 shares

    7.92% of the 13F portfolio, value $38,872,750.

    13F-HR 0001850901-25-000004 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).

  7. period ended2024-12-31
    13F 3,395,000 shares
    Change vs previous 13F 0 shares

    7.72% of the 13F portfolio, value $36,767,850.

    13F-HR 0001850901-25-000002 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).

  8. period ended2024-09-30
    13F 3,395,000 shares
    Change vs previous 13F not available

    7.2% of the 13F portfolio, value $38,533,250.

    13F-HR 0001850901-24-000012 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).