Vault-13

SONIDA SENIOR LIVING INC SNDA

COM · Common Stock · CUSIP 140475203

228 institutional holders +159 vs Q4 2025
25,956,86026.0m shares reported held*
54.8% of all shares outstanding*
$837.1mreported value*
161 new 34 added 13 reduced 6 sold out net bought ≈ $390.3m (+12.1m shares)

* 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

0100200300Q3 22: 28Q4 22: 24Q1 23: 23Q2 23: 20Q3 23: 22Q4 23: 21Q1 24: 30Q2 24: 37Q3 24: 64Q4 24: 61Q1 25: 58Q2 25: 63Q3 25: 64Q4 25: 69Q1 26: 228228Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202228
Q4 202224
Q1 202323
Q2 202320
Q3 202322
Q4 202321
Q1 202430
Q2 202437
Q3 202464
Q4 202461
Q1 202558
Q2 202563
Q3 202564
Q4 202569
Q1 2026228

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 26 bought or addedQ2 24: 13 cut or sold outQ3 24: 46 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 36 bought or addedQ4 24: 25 cut or sold outQ1 25: 33 bought or addedQ1 25: 22 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 15 cut or sold outQ3 25: 30 bought or addedQ3 25: 25 cut or sold outQ3 25Q4 25: 27 bought or addedQ4 25: 30 cut or sold outQ1 26: 195 bought or addedQ1 26: 19 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242613
Q3 2024469
Q4 20243625
Q1 20253322
Q2 20253515
Q3 20253025
Q4 20252730
Q1 202619519

Biggest buyers

Conversant Capital LLC Added +5,341,221+5.3m
Capital International Investors New +1,743,572+1.7m
Irenic Capital Management LP Added +1,113,622+1.1m
J. Goldman & Co LP Added +384,176+384.2k
JANE STREET GROUP, LLC New +273,428+273.4k
LuminArx Capital Management LP New +258,750+258.8k
DigitalBridge Group, Inc. New +226,400+226.4k
RUSH ISLAND MANAGEMENT, LP New +218,171+218.2k
GARNET EQUITY CAPITAL HOLDINGS, INC. New +191,928+191.9k
CenterBook Partners LP New +131,971+132.0k

Biggest sellers

Alyeska Investment Group, L.P. Sold out -288,865-288.9k
Hazelview Securities Inc. Reduced -108,328-108.3k
Arbiter Partners Capital Management LLC Reduced -30,593-30.6k
BlackRock, Inc. Reduced -19,552-19.6k
HRT FINANCIAL LP Sold out -10,116-10.1k
Solas Capital Management, LLC Reduced -9,658-9.7k
GSA CAPITAL PARTNERS LLP Sold out -7,143-7.1k
BARCLAYS PLC Reduced -6,070-6.1k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -1,511-1.5k
Bank of New York Mellon Corp Reduced -1,340-1.3k

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.

HolderStakeChangeShares Last filed
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% -2.8 pts 14.5m≈ $589.7m 2026-08-25
Capital International Investors 13G · institution new · filed 2026-08-12 7.0% new 3.3m≈ $134.3m 2026-08-12
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% -7.6 pts 3.1m 2026-03-11
Pertento Partners LLP 13G · passive investor +1.0 pts · filed 2026-09-10 6.0% +1.0 pts 2.9m≈ $117.3m 2026-09-10

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)

BuyingSelling
505Q2 24: 2 buyingQ2 24: 1 sellingQ3 24: 1 buyingQ3 24: 0 sellingQ3 24Q4 24: 5 buyingQ4 24: 2 sellingQ1 25: 1 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20242$287.1k1$259.4k—
Q3 20241$99.9k0——
Q4 20245$4.3m2$190.9k—
Q1 20251$897.8k0——
Q2 20251$98.7k0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Conversant Capital LLC 63.22% of their portfolio SUMMIT, NJ 14,605,87414.6m $471.0m $471.0m 63.22% Added +5.3m +5,341,221
2 Capital International Investors 0.01% of their portfolio Los Angeles, CA 1,743,5721.7m $56.2m $56.2m 0.01% New
3 Irenic Capital Management LP 3.57% of their portfolio NEW YORK, NY 1,219,7471.2m $39.3m $39.3m 3.57% Added +1.1m +1,113,622
4 Hazelview Securities Inc. 4.01% of their portfolio TORONTO, A6 668,647668.6k $21.6m $21.6m 4.01% Reduced -108.3k -108,328
5 J. Goldman & Co LP 0.82% of their portfolio NEW YORK, NY 550,676550.7k $17.8m $17.8m 0.82% Added +384.2k +384,176
6 Solas Capital Management, LLC 8.27% of their portfolio DARIEN, CT 445,879445.9k $14.4m $14.4m 8.27% Reduced -9.7k -9,658
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 424,510424.5k $13.7m $13.7m 0.00% Reduced -19.6k -19,552
8 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 363,741363.7k $11.7m $11.7m 0.00% First filing
9 Clayton Partners LLC 7.29% of their portfolio BERKELEY, CA 311,076311.1k $10.0m $10.0m 7.29% Added +32.3k +32,263
10 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 273,428273.4k $8.8m $8.8m 0.01% New
11 Obion Capital Management LP 8.55% of their portfolio MIAMI, FL 268,793268.8k $8.7m $8.7m 8.55% Added +74.2k +74,222
12 LuminArx Capital Management LP 6.27% of their portfolio NEW YORK, NY 258,750258.8k $8.3m $8.3m 6.27% New
13 Emmett Investment Management, LP 5.76% of their portfolio NEW YORK, NY 234,824234.8k $7.5m $7.5m 5.76% Added +24.0k +23,990
14 DigitalBridge Group, Inc. 0.46% of their portfolio Boca Raton, FL 226,400226.4k $7.3m $7.3m 0.46% New
15 RUSH ISLAND MANAGEMENT, LP 0.47% of their portfolio NEW YORK, NY 218,171218.2k $7.0m $7.0m 0.47% New
16 GARNET EQUITY CAPITAL HOLDINGS, INC. 3.52% of their portfolio NEW YORK, NY 191,928191.9k $6.2m $6.2m 3.52% New
17 MAKENA CAPITAL MANAGEMENT LLC 0.69% of their portfolio MENLO PARK, CA 185,000185.0k $6.0m $6.0m 0.69% Unchanged
18 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 159,830159.8k $5.2m $5.2m 0.00% Added +5.1k +5,133
19 Arbiter Partners Capital Management LLC 3.29% of their portfolio NEW YORK, NY 152,231152.2k $4.9m $4.9m 3.29% Reduced -30.6k -30,593
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 142,996143.0k $4.6m $4.6m 0.00% Added +126.3k +126,276
21 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 140,189140.2k $4.5m $4.5m 0.00% Added +54.3k +54,330
22 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 134,776134.8k $4.3m $4.3m 0.01% Added +7.6k +7,585
23 CenterBook Partners LP 0.23% of their portfolio GREENWICH, CT 131,971132.0k $4.3m $4.3m 0.23% New
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 127,066127.1k $4.1m $4.1m 0.00% Added +92.3k +92,284
25 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 123,331123.3k $4.0m $4.0m 0.00% New
26 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 122,530122.5k $4.0m $4.0m 0.00% New
27 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 118,701118.7k $3.8m $3.8m 0.00% Added +6.8k +6,750
28 BlueCrest Capital Management Ltd 0.27% of their portfolio ST HELIER, Y9 89,90989.9k $2.9m $2.9m 0.27% New
29 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 89,21289.2k $2.9m $2.9m 0.00% New
30 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 85,66885.7k $2.8m $2.8m 0.00% New
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 74,08074.1k $2.4m $2.4m 0.00% New
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 72,09572.1k $2.3m $2.3m 0.00% New
33 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 61,94261.9k $2.0m $2.0m 0.00% New
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 59,92759.9k $1.9m $1.9m 0.00% Added +45.9k +45,909
35 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 54,98555.0k $1.8m $1.8m 0.00% Added +1.2k +1,165
36 Militia Capital Management LLC 0.13% of their portfolio AUSTIN, TX 53,56253.6k $1.7m $1.7m 0.13% First filing
37 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 50,61450.6k $1.6m $1.6m 0.00% First filing
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 50,35950.4k $1.6m $1.6m 0.00% Added +50.3k +50,253
39 Manatuck Hill Partners, LLC 0.53% of their portfolio WESTPORT, CT 50,00050.0k $1.6m $1.6m 0.53% New
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 49,43649.4k $1.6m $1.6m 0.00% Added +8.7k +8,715
41 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 45,51345.5k $1.5m $1.5m 0.00% New
42 FJ Capital Management LLC 0.17% of their portfolio MCLEAN, VA 45,47245.5k $1.5m $1.5m 0.17% New
43 Quadrature Capital Ltd 0.02% of their portfolio LONDON, X0 43,66943.7k $1.4m $1.4m 0.02% New
44 Tyro Capital Management LLC 0.30% of their portfolio MIAMI, FL 36,45136.5k $1.2m $1.2m 0.30% New
45 PRELUDE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio NEW YORK, NY 35,70035.7k $1.2m $1.2m 0.09% New
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 34,67434.7k $1.1m $1.1m 0.00% Added +32.5k +32,480
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 33,81333.8k $1.1m $1.1m 0.00% New
48 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 32,13632.1k $1.0m $1.0m 0.00% New
49 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 32,10732.1k $1.0m $1.0m 0.00% First filing
50 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 30,10030.1k $970.7k $970.7k 0.00% New
51 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 29,84829.8k $962.6k $962.6k 0.02% New
52 Eversept Partners, LP 0.06% of their portfolio NEW YORK, NY 28,43728.4k $917.1k $917.1k 0.06% New
53 BYRNE FINANCIAL FREEDOM, LLC 0.42% of their portfolio FRANKLIN, MA 27,38527.4k $883.2k $883.2k 0.42% New
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 27,05127.1k $873.0k $873.0k 0.00% Added +26.3k +26,289
55 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 26,87626.9k $866.8k $866.8k 0.01% New
56 Capital Management Associates, Inc 0.19% of their portfolio MINNEAPOLIS, MN 26,43426.4k $852.5k $852.5k 0.19% New
57 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 26,42226.4k $852.1k $852.1k 0.00% New
58 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 25,16925.2k $811.7k $811.7k 0.00% New
59 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 25,11825.1k $810.1k $810.1k 0.00% New
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,93624.9k $804.2k $804.2k 0.00% New
61 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 22,16222.2k $714.7k $714.7k 0.00% Added +15.0k +15,000
62 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 21,85621.9k $704.9k $704.9k 0.00% New
63 BlueStem Wealth Partners, LLC 0.08% of their portfolio MINNETONKA, MN 21,61321.6k $697.0k $697.0k 0.08% New
64 Pekin Hardy Strauss, Inc. 0.07% of their portfolio CHICAGO, IL 20,69520.7k $667.4k $667.4k 0.07% New
65 Gaddis Premier Wealth Advisors LLC 0.49% of their portfolio DURANT, OK 20,36620.4k $656.8k $656.8k 0.49% New
66 COBALT CAPITAL MANAGEMENT, INC. 0.37% of their portfolio SHORT HILLS, NJ 20,32820.3k $655.6k $655.6k 0.37% New
67 EntryPoint Capital, LLC 0.19% of their portfolio NEW YORK, NY 19,98620.0k $644.5k $644.5k 0.19% New
68 BlueChip Wealth Advisors LLC 0.28% of their portfolio Milton, GA 19,72619.7k $636.2k $636.2k 0.28% New
69 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 19,61319.6k $632.5k $632.5k 0.00% New
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 19,52319.5k $629.6k $629.6k 0.00% New
71 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,16518.2k $585.8k $585.8k 0.00% New
72 Prescott Group Capital Management, L.L.C. 0.06% of their portfolio Tulsa, OK 17,60417.6k $567.7k $567.7k 0.06% Unchanged
73 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 17,17417.2k $553.9k $553.9k 0.00% New
74 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 17,03717.0k $549.4k $549.4k 0.00% Added +9.1k +9,140
75 RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio NEW YORK, NY 16,89916.9k $545.0k $545.0k 0.01% New
76 Destiny Wealth Partners, LLC 0.06% of their portfolio TAVARES, FL 16,59216.6k $535.1k $535.1k 0.06% New
77 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 16,47716.5k $625.5k $625.5k 0.05% New
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 16,10716.1k $519.5k $519.5k 0.00% Reduced -1.3k -1,340
79 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 16,09016.1k $518.9k $518.9k 0.00% Reduced -1.5k -1,511
80 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 15,87115.9k $511.8k $511.8k 0.00% New
81 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 15,66515.7k $505.2k $505.2k 0.02% New
82 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 15,22615.2k $491.0k $491.0k 0.02% New
83 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 15,04115.0k $485.1k $485.1k 0.01% New
84 ExodusPoint Capital Management, LP 0.00% of their portfolio NEW YORK, NY 14,44314.4k $465.8k $465.8k 0.00% New
85 Proficio Capital Partners LLC 0.02% of their portfolio NEWTON, MA 14,04714.0k $453.0k $453.0k 0.02% Added +1.4k +1,435
86 TWO SIGMA SECURITIES, LLC 0.05% of their portfolio NEW YORK, NY 13,36713.4k $431.1k $431.1k 0.05% New
87 WealthPlan Investment Management, LLC 0.02% of their portfolio OMAHA, NE 12,87812.9k $415.3k $415.3k 0.02% New
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 12,52212.5k $403.8k $403.8k 0.00% Added +12.3k +12,264
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,45712.5k $401.7k $401.7k 0.00% New
90 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 12,01412.0k $387.5k $387.5k 0.00% New
91 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 11,92311.9k $384.5k $384.5k 0.00% New
92 Cannon Wealth Management Services, LLC 0.26% of their portfolio WINSTON SALEM, NC 11,91311.9k $384.2k $384.2k 0.26% New
93 Longaeva Partners L.P. 0.02% of their portfolio Chicago, IL 11,84811.8k $382.1k $382.1k 0.02% New
94 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,73711.7k $378.5k $378.5k 0.00% Added +11.6k +11,613
95 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,62411.6k $374.1k $374.1k 0.00% New
96 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,08311.1k $357.4k $357.4k 0.00% New
97 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 10,78710.8k $347.9k $347.9k 0.00% New
98 FAMILY WEALTH PARTNERS, LLC 0.12% of their portfolio MATTHEWS, NC 10,45410.5k $337.1k $337.1k 0.12% New
99 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 9,8179.8k $316.6k $316.6k 0.00% Added +4.3k +4,264
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 9,5709.6k $308.6k $308.6k 0.00% New