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	$198,299 40.88% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM HYG 2 stocks	$88,870 18.32% of portfolio	1	1	1	-	0 Calls 2 Puts
REIT—Industrial \| Real Estate COLD FR 2 stocks	$43,113 8.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Business Services \| Industrials TH 1 stocks	$39,519 8.15% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SITC 1 stocks	$31,175 6.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services PFSI 1 stocks	$28,285 5.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$22,254 4.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services NMIH 1 stocks	$18,211 3.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CCO 1 stocks	$9,764 2.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services IREN 1 stocks	$3,386 0.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services NYCB 1 stocks	$2,257 0.47% of portfolio	1	-	1	-	1 Calls 0 Puts

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