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Disclosery

Conversant Capital LLC: SNDA position timeline

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

Conversant Capital LLC held 14,605,874 SNDA 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 14,605,874 shares
    Change vs previous 13F 0 shares

    69.9% of the 13F portfolio, value $595,919,659.

    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 14,605,874 shares
    Change vs previous 13F +5,341,221 shares

    63.22% of the 13F portfolio, value $471,039,437.

    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 9,264,653 shares
    Change vs previous 13F 0 shares

    57.38% of the 13F portfolio, value $302,120,334.

    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 9,264,653 shares
    Change vs previous 13F 0 shares

    53.69% of the 13F portfolio, value $256,816,181.

    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 9,264,653 shares
    Change vs previous 13F 0 shares

    43.95% of the 13F portfolio, value $231,153,092.

    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 9,264,653 shares
    Change vs previous 13F +42,111 shares

    43.98% of the 13F portfolio, value $215,773,768.

    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 9,222,542 shares
    Change vs previous 13F +161,665 shares

    44.68% of the 13F portfolio, value $212,856,269.

    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 9,060,877 shares
    Change vs previous 13F not available

    45.24% of the 13F portfolio, value $242,287,851.

    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).