SONIDA SENIOR LIVING INC SNDA
COM · Common Stock · CUSIP 140475203
- SectorHealth care
- IndustryServices-Nursing & Personal Care Facilities
- HeadquartersDallas, TX
- Founded1996
- Websitesonidaseniorliving.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.0m this quarter). Holder counts are more reliable. Shares outstanding: 48.0m as of 2026-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $40.78. Options: 1 managers hold calls ($424.3k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 28 |
| Q4 2022 | 24 |
| Q1 2023 | 23 |
| Q2 2023 | 20 |
| Q3 2023 | 22 |
| Q4 2023 | 21 |
| Q1 2024 | 30 |
| Q2 2024 | 37 |
| Q3 2024 | 64 |
| Q4 2024 | 61 |
| Q1 2025 | 58 |
| Q2 2025 | 63 |
| Q3 2025 | 64 |
| Q4 2025 | 69 |
| Q1 2026 | 228 |
| Q2 2026 | 228 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 46 | 9 |
| Q4 2024 | 36 | 25 |
| Q1 2025 | 33 | 22 |
| Q2 2025 | 35 | 15 |
| Q3 2025 | 30 | 25 |
| Q4 2025 | 27 | 30 |
| Q1 2026 | 195 | 19 |
| Q2 2026 | 124 | 101 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $0 | $0 | — |
| Q1 2026 | $0 | $0 | — |
| Q2 2026 | $424.3k | $0 | 0.00 |
Biggest buyers
| Pertento Partners LLP | New | +2.4m |
| BlackRock, Inc. | Added | +1.8m |
| Capital International Investors | Added | +1.5m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +925.3k |
| Irenic Capital Management LP | Added | +683.9k |
| Tyro Capital Management LLC | Added | +591.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +582.9k |
| Nuveen, LLC | Added | +549.5k |
| STATE STREET CORP | Added | +478.3k |
| JENNISON ASSOCIATES LLC | New | +414.5k |
Biggest sellers
| Hazelview Securities Inc. | Reduced | -317.7k |
| JANE STREET GROUP, LLC | Sold out | -273.4k |
| RUSH ISLAND MANAGEMENT, LP | Sold out | -218.2k |
| J. Goldman & Co LP | Reduced | -150.7k |
| Solas Capital Management, LLC | Reduced | -108.2k |
| BlueCrest Capital Management Ltd | Sold out | -89.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -76.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -62.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -50.3k |
| FJ Capital Management LLC | Sold out | -45.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $424.3k10.4k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Conversant Capital LLC
13D · may seek influence
-2.8 pts · filed 2026-08-25
Stated purposeItem 4 of the Original Schedule 13D, as previously amended, is hereby amended by the addition of the following description of events involving the Reporting Persons and certain limited partners of CPIF SAF. The disclosure set forth in Item 3 above regarding the distribution of shares of Common Stock to certain limited partners in CPIF SAF is incorporated herein. Full filing |
29.5% |
| Capital International Investors 13G · institution new · filed 2026-08-12 | 7.0% |
Levinson Sam
13D · may seek influence
-7.6 pts · filed 2026-03-11
Stated purposeItem 4 is hereby supplemented as follows: The information set forth in Item 6 is incorporated by reference into this Item 4. On March 11, 2026, in connection with the closing of the CHP Merger (as defined in Item 6 below) and pursuant to the Amended and Restated Investor Rights Agreement dated March 10, 2026 (the "Amended and Restated Investor Rights Agreement"), Noah Beren resigned as a director of the board of directors (the "Board") of the Issuer, effective as of March 11, 2026. On March 6, 2026, Silk informed the Issuer that, pursuant to Silk's rights under the Amended and Restated Investor Rights Agreement, Silk expects to designate Sam Levinson for appointment as a member of the Board effective as of May 1, 2026. In addition, immediately prior to the effectiveness of Mr. Levinson'… Full filing |
6.7% |
| Pertento Partners LLP 13G · passive investor +1.0 pts · filed 2026-09-10 | 6.0% |
Fell to 5% or below in the last year: Bizzarri Ugo (4.8%, 2026-06-04)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 5 | $4.3m | 2 | $190.9k | — |
| Q1 2025 | 1 | $897.8k | 0 | — | — |
| Q2 2025 | 1 | $98.7k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $93.7k | — |
| Q3 2026 | 0 | — | 2 | $10.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Simanovsky Michael +1 Director · See footnote | Sold | $3.7m97.6k shares |
| 2026-08-28 | Simanovsky Michael +1 Director · See footnote | Sold | $1.0m26.4k shares |
| 2026-08-27 | Simanovsky Michael +1 Director · See footnote | Sold | $585.0k15.0k shares |
| 2026-08-26 | Simanovsky Michael +1 Director · See footnote | Sold | $617.6k15.1k shares |
| 2026-08-25 | Simanovsky Michael +1 Director · See footnote | Sold | $4.7m115.0k shares |
| 2026-08-14 | Harris Benjamin P Director | Sold | $249.4k6.3k shares |
| 2026-05-13 | Harris Benjamin P Director | Sold | $93.7k2.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Conversant Capital LLC 69.90% of their portfolio | 14.6m $595.9m | Unchanged |
| Capital International Investors 0.03% of their portfolio | 3.3m $134.3m | Added +1.5m |
| Pertento Partners LLP 6.97% of their portfolio | 2.4m $96.9m | New |
| BlackRock, Inc. 0.00% of their portfolio | 2.2m $90.5m | Added +1.8m |
| Irenic Capital Management LP 5.59% of their portfolio | 1.9m $77.7m | Added +683.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $52.6m | Added +925.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 742.7k $30.3m | Added +582.9k |
| Tyro Capital Management LLC 5.75% of their portfolio | 628.2k $25.6m | Added +591.7k |
| STATE STREET CORP 0.00% of their portfolio | 618.5k $25.2m | Added +478.3k |
| Nuveen, LLC 0.01% of their portfolio | 571.6k $23.3m | Added +549.5k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 414.5k $16.9m | New |
| Arbiter Partners Capital Management LLC 4.55% of their portfolio | 404.3k $16.4m | Added +252.1k |
| J. Goldman & Co LP 0.57% of their portfolio | 400.0k $16.3m | Reduced -150.7k |
| Hazelview Securities Inc. 2.05% of their portfolio | 350.9k $14.8m | Reduced -317.7k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 343.5k $14.0m | New |
| Solas Capital Management, LLC 7.38% of their portfolio | 337.7k $13.8m | Reduced -108.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 335.5k $13.7m | Added +208.4k |
| Clayton Partners LLC 8.49% of their portfolio | 316.8k $12.9m | Added +5.7k |
| DigitalBridge Group, Inc. 0.76% of their portfolio | 309.9k $12.6m | Added +83.5k |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 273.5k $11.2m | Added +256.3k |
| GARNET EQUITY CAPITAL HOLDINGS, INC. 4.92% of their portfolio | 269.4k $11.0m | Added +77.4k |
| Obion Capital Management LP 9.33% of their portfolio | 268.8k $11.0m | Unchanged |
| Emmett Investment Management, LP 7.64% of their portfolio | 261.1k $10.9m | Added +26.3k |
| LuminArx Capital Management LP 4.88% of their portfolio | 258.8k $10.6m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 243.2k $9.9m | Added +188.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 227.4k $9.3m | Added +165.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 203.2k $8.3m | Added +152.6k |
| MORGAN STANLEY 0.00% of their portfolio | 197.8k $8.1m | Added +54.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 193.4k $7.9m | Added +161.3k |
| MAKENA CAPITAL MANAGEMENT LLC 0.79% of their portfolio | 185.0k $7.5m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 149.2k $4.8m | Added +26.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 143.6k $5.9m | Added +125.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 122.6k $5.0m | Added +3.9k |
| Manatuck Hill Partners, LLC 1.62% of their portfolio | 120.0k $4.9m | Added +70.0k |
| First Eagle Investment Management, LLC 0.00% of their portfolio | 115.0k $4.7m | New |
| LPL Financial LLC 0.00% of their portfolio | 106.8k $4.4m | Reduced -16.6k |
| Eversept Partners, LP 0.23% of their portfolio | 102.6k $4.2m | Added +74.2k |
| UBS Group AG 0.00% of their portfolio | 99.4k $4.1m | Added +39.4k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 98.8k $4.0m | New |
| CenterBook Partners LP 0.19% of their portfolio | 94.4k $3.9m | Reduced -37.5k |
| Voleon Capital Management LP 0.07% of their portfolio | 93.3k $3.8m | Added +86.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 91.8k $3.7m | Added +75.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 88.9k $3.6m | Added +72.8k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 77.5k $3.2m | Added +32.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 75.7k $3.1m | Reduced -10.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 73.7k $3.0m | Added +46.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 69.7k $2.8m | Added +19.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 63.6k $2.6m | Reduced -8.5k |
| Walleye Capital LLC 0.01% of their portfolio | 62.9k $2.6m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 61.5k $2.5m | Added +51.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 58.1k $2.4m | Reduced -76.7k |
| XTX Topco Ltd 0.03% of their portfolio | 57.3k $2.3m | Added +27.4k |
| Numerai GP LLC 0.18% of their portfolio | 52.5k $2.1m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 50.5k $2.1m | Added +14.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 48.8k $2.0m | Reduced -601 |
| Militia Capital Management LLC 0.36% of their portfolio | 48.7k $2.0m | Reduced -4.9k |
| Investment Management Corp of Ontario 0.02% of their portfolio | 43.4k $1.8m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 42.1k $1.7m | Added +30.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 38.9k $1.6m | Reduced -50.3k |
| Cetera Investment Advisers 0.00% of their portfolio | 37.5k $1.5m | Added +3.7k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 36.7k $1.5m | Added +17.1k |
| Norwood Investment Partners, LP 1.96% of their portfolio | 34.8k $1.4m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.4k $1.4m | Added +28.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 33.0k $1.4m | Reduced -1.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 28.8k $1.2m | Reduced -1.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 28.1k $1.1m | Added +24.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 27.1k $1.1m | Added +21.9k |
| HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio | 25.7k $1.0m | Added +20.0k |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 25.3k $1.0m | Reduced -6.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 24.9k $1.0m | New |
| Financial Enhancement Group LLC 0.12% of their portfolio | 24.7k $1.0m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.06% of their portfolio | 24.0k $981.1k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 23.7k $967.0k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 22.9k $932.5k | New |
| Quadrature Capital Ltd 0.01% of their portfolio | 22.6k $922.8k | Reduced -21.1k |
| BYRNE FINANCIAL FREEDOM, LLC 0.36% of their portfolio | 22.5k $917.6k | Reduced -4.9k |
| BlueChip Wealth Advisors LLC 0.33% of their portfolio | 21.6k $883.0k | Added +1.9k |
| Finivi Inc. 0.45% of their portfolio | 21.4k $873.0k | New |
| Pekin Hardy Strauss, Inc. 0.08% of their portfolio | 21.2k $864.9k | Added +503 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 21.1k $860.5k | Added +18.5k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 20.7k $844.1k | Added +3.7k |
| EntryPoint Capital, LLC 0.18% of their portfolio | 17.9k $731.6k | Reduced -2.1k |
| Jump Financial, LLC 0.01% of their portfolio | 17.7k $722.4k | New |
| Prescott Group Capital Management, L.L.C. 0.06% of their portfolio | 17.6k $718.2k | Unchanged |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 16.9k $688.5k | Reduced -24 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 16.8k $687.4k | Added +13.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 16.8k $686.9k | Added +10.2k |
| Squarepoint Ops LLC 0.00% of their portfolio | 16.6k $676.8k | Reduced -5.3k |
| NorthRock Partners, LLC 0.01% of their portfolio | 16.4k $670.5k | Reduced -10.4k |
| RFG Advisory, LLC 0.01% of their portfolio | 15.9k $648.8k | Added +7.2k |
| CITIGROUP INC 0.00% of their portfolio | 15.6k $636.3k | Added +3.9k |
| Sovran Advisors, LLC 0.05% of their portfolio | 15.2k $652.7k | Reduced -1.3k |
| Invesco Ltd. 0.00% of their portfolio | 15.1k $617.8k | New |
| Savant Capital, LLC 0.00% of their portfolio | 14.1k $502.7k | Added +5.5k |
| HighPoint Advisor Group LLC 0.02% of their portfolio | 13.5k $550.4k | Reduced -2.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 12.7k $519.3k | Added +9.3k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 12.5k $505.5k | Added +867 |
| Virtu Financial LLC 0.02% of their portfolio | 12.3k $502.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.7k $476.3k | Reduced -62.4k |
| Private Advisor Group, LLC 0.00% of their portfolio | 11.6k $472.3k | Added +4.2k |