Managed by Conversant Capital Llc • Latest filing Q1 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY — | $243.8M | 425.0K | 0.00% | — |
| 2 | ? N/A — | $242.3M | 9.06M | 0.00% | — |
| 3 | ? N/A — | $231.2M | 9.26M | 0.00% | — |
| 4 | ? N/A — | $215.8M | 9.26M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $212.9M |
| 9.22M |
| 0.00% |
| — |
| 6 | ? N/A — | $206M | 7.21M | 0.00% | — |
| 7 | ? N/A — | $198.3M | 7.21M | 0.00% | — |
| 8 | S SPY — | $173.5M | 296.0K | 0.00% | — |
| 9 | I IAU — | $126.2M | 600.0K | 0.00% | — |
| 10 | I IAU — | $81.2M | 400.0K | 0.00% | — |
| 11 | I IAU — | $75.7M | 800.0K | 0.00% | — |
| 12 | T TH — | $73.3M | 4.62M | 0.00% | — |
| 13 | S SPY — | $69.9M | 125.0K | 0.00% | — |
| 14 | ? N/A — | $69.5M | 1.05M | 0.00% | — |
| 15 | I IAU — | $64.7M | 300.0K | 0.00% | — |
| 16 | I IAU — | $62.1M | 281.0K | 0.00% | — |
| 17 | T TH — | $57.5M | 4.28M | 0.00% | — |
| 18 | T TH — | $56.3M | 4.28M | 0.00% | — |
| 19 | T TH — | $54.8M | 5.04M | 0.00% | — |
| 20 | I IAU — | $50.9M | 500.0K | 0.00% | — |