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 ($2.2k this quarter). Holder counts are more reliable. Shares outstanding: 47.4m as of 2026-03-11, 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 ≈ $32.25.
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 26 | 13 |
| 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 |
Biggest buyers
| Conversant Capital LLC | Added | +5.3m |
| Capital International Investors | New | +1.7m |
| Irenic Capital Management LP | Added | +1.1m |
| J. Goldman & Co LP | Added | +384.2k |
| JANE STREET GROUP, LLC | New | +273.4k |
| LuminArx Capital Management LP | New | +258.8k |
| DigitalBridge Group, Inc. | New | +226.4k |
| RUSH ISLAND MANAGEMENT, LP | New | +218.2k |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | New | +191.9k |
| CenterBook Partners LP | New | +132.0k |
Biggest sellers
| Alyeska Investment Group, L.P. | Sold out | -288.9k |
| Hazelview Securities Inc. | Reduced | -108.3k |
| Arbiter Partners Capital Management LLC | Reduced | -30.6k |
| BlackRock, Inc. | Reduced | -19.6k |
| HRT FINANCIAL LP | Sold out | -10.1k |
| Solas Capital Management, LLC | Reduced | -9.7k |
| GSA CAPITAL PARTNERS LLP | Sold out | -7.1k |
| BARCLAYS PLC | Reduced | -6.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -1.5k |
| Bank of New York Mellon Corp | Reduced | -1.3k |
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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 2 | $287.1k | 1 | $259.4k | — |
| Q3 2024 | 1 | $99.9k | 0 | — | — |
| 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 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Conversant Capital LLC 63.22% of their portfolio | 14.6m $471.0m | Added +5.3m |
| Capital International Investors 0.01% of their portfolio | 1.7m $56.2m | New |
| Irenic Capital Management LP 3.57% of their portfolio | 1.2m $39.3m | Added +1.1m |
| Hazelview Securities Inc. 4.01% of their portfolio | 668.6k $21.6m | Reduced -108.3k |
| J. Goldman & Co LP 0.82% of their portfolio | 550.7k $17.8m | Added +384.2k |
| Solas Capital Management, LLC 8.27% of their portfolio | 445.9k $14.4m | Reduced -9.7k |
| BlackRock, Inc. 0.00% of their portfolio | 424.5k $13.7m | Reduced -19.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 363.7k $11.7m | First filing |
| Clayton Partners LLC 7.29% of their portfolio | 311.1k $10.0m | Added +32.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 273.4k $8.8m | New |
| Obion Capital Management LP 8.55% of their portfolio | 268.8k $8.7m | Added +74.2k |
| LuminArx Capital Management LP 6.27% of their portfolio | 258.8k $8.3m | New |
| Emmett Investment Management, LP 5.76% of their portfolio | 234.8k $7.5m | Added +24.0k |
| DigitalBridge Group, Inc. 0.46% of their portfolio | 226.4k $7.3m | New |
| RUSH ISLAND MANAGEMENT, LP 0.47% of their portfolio | 218.2k $7.0m | New |
| GARNET EQUITY CAPITAL HOLDINGS, INC. 3.52% of their portfolio | 191.9k $6.2m | New |
| MAKENA CAPITAL MANAGEMENT LLC 0.69% of their portfolio | 185.0k $6.0m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 159.8k $5.2m | Added +5.1k |
| Arbiter Partners Capital Management LLC 3.29% of their portfolio | 152.2k $4.9m | Reduced -30.6k |
| MORGAN STANLEY 0.00% of their portfolio | 143.0k $4.6m | Added +126.3k |
| STATE STREET CORP 0.00% of their portfolio | 140.2k $4.5m | Added +54.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 134.8k $4.3m | Added +7.6k |
| CenterBook Partners LP 0.23% of their portfolio | 132.0k $4.3m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 127.1k $4.1m | Added +92.3k |
| LPL Financial LLC 0.00% of their portfolio | 123.3k $4.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 122.5k $4.0m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 118.7k $3.8m | Added +6.8k |
| BlueCrest Capital Management Ltd 0.27% of their portfolio | 89.9k $2.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 89.2k $2.9m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 85.7k $2.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 74.1k $2.4m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 72.1k $2.3m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 61.9k $2.0m | New |
| UBS Group AG 0.00% of their portfolio | 59.9k $1.9m | Added +45.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 55.0k $1.8m | Added +1.2k |
| Militia Capital Management LLC 0.13% of their portfolio | 53.6k $1.7m | First filing |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 50.6k $1.6m | First filing |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 50.4k $1.6m | Added +50.3k |
| Manatuck Hill Partners, LLC 0.53% of their portfolio | 50.0k $1.6m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 49.4k $1.6m | Added +8.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 45.5k $1.5m | New |
| FJ Capital Management LLC 0.17% of their portfolio | 45.5k $1.5m | New |
| Quadrature Capital Ltd 0.02% of their portfolio | 43.7k $1.4m | New |
| Tyro Capital Management LLC 0.30% of their portfolio | 36.5k $1.2m | New |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 35.7k $1.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 34.7k $1.1m | Added +32.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 33.8k $1.1m | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 32.1k $1.0m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 32.1k $1.0m | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 30.1k $970.7k | New |
| XTX Topco Ltd 0.02% of their portfolio | 29.8k $962.6k | New |
| Eversept Partners, LP 0.06% of their portfolio | 28.4k $917.1k | New |
| BYRNE FINANCIAL FREEDOM, LLC 0.42% of their portfolio | 27.4k $883.2k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 27.1k $873.0k | Added +26.3k |
| NorthRock Partners, LLC 0.01% of their portfolio | 26.9k $866.8k | New |
| Capital Management Associates, Inc 0.19% of their portfolio | 26.4k $852.5k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 26.4k $852.1k | New |
| Fisher Asset Management, LLC 0.00% of their portfolio | 25.2k $811.7k | New |
| Creative Planning 0.00% of their portfolio | 25.1k $810.1k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 24.9k $804.2k | New |
| Nuveen, LLC 0.00% of their portfolio | 22.2k $714.7k | Added +15.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 21.9k $704.9k | New |
| BlueStem Wealth Partners, LLC 0.08% of their portfolio | 21.6k $697.0k | New |
| Pekin Hardy Strauss, Inc. 0.07% of their portfolio | 20.7k $667.4k | New |
| Gaddis Premier Wealth Advisors LLC 0.49% of their portfolio | 20.4k $656.8k | New |
| COBALT CAPITAL MANAGEMENT, INC. 0.37% of their portfolio | 20.3k $655.6k | New |
| EntryPoint Capital, LLC 0.19% of their portfolio | 20.0k $644.5k | New |
| BlueChip Wealth Advisors LLC 0.28% of their portfolio | 19.7k $636.2k | New |
| Merit Financial Group, LLC 0.00% of their portfolio | 19.6k $632.5k | New |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 19.5k $629.6k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 18.2k $585.8k | New |
| Prescott Group Capital Management, L.L.C. 0.06% of their portfolio | 17.6k $567.7k | Unchanged |
| Hudson Bay Capital Management LP 0.00% of their portfolio | 17.2k $553.9k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 17.0k $549.4k | Added +9.1k |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 16.9k $545.0k | New |
| Destiny Wealth Partners, LLC 0.06% of their portfolio | 16.6k $535.1k | New |
| Sovran Advisors, LLC 0.05% of their portfolio | 16.5k $625.5k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 16.1k $519.5k | Reduced -1.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 16.1k $518.9k | Reduced -1.5k |
| Verition Fund Management LLC 0.00% of their portfolio | 15.9k $511.8k | New |
| HighPoint Advisor Group LLC 0.02% of their portfolio | 15.7k $505.2k | New |
| Gateway Wealth Partners, LLC 0.02% of their portfolio | 15.2k $491.0k | New |
| Independent Advisor Alliance 0.01% of their portfolio | 15.0k $485.1k | New |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 14.4k $465.8k | New |
| Proficio Capital Partners LLC 0.02% of their portfolio | 14.0k $453.0k | Added +1.4k |
| TWO SIGMA SECURITIES, LLC 0.05% of their portfolio | 13.4k $431.1k | New |
| WealthPlan Investment Management, LLC 0.02% of their portfolio | 12.9k $415.3k | New |
| CWM, LLC 0.00% of their portfolio | 12.5k $403.8k | Added +12.3k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 12.5k $401.7k | New |
| Focus Partners Advisor Solutions, LLC 0.00% of their portfolio | 12.0k $387.5k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 11.9k $384.5k | New |
| Cannon Wealth Management Services, LLC 0.26% of their portfolio | 11.9k $384.2k | New |
| Longaeva Partners L.P. 0.02% of their portfolio | 11.8k $382.1k | New |
| CITIGROUP INC 0.00% of their portfolio | 11.7k $378.5k | Added +11.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.6k $374.1k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 11.1k $357.4k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 10.8k $347.9k | New |
| FAMILY WEALTH PARTNERS, LLC 0.12% of their portfolio | 10.5k $337.1k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 9.8k $316.6k | Added +4.3k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 9.6k $308.6k | New |