Conversant Capital
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Conversant Capital’s Cardinal Infrastructure Group CDNL Stock Holding History

Conversant Capital’s Portfolio CDNL Stock Details CDNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.8M Buy
+745,330
New +$37.1M 3.52% 2
2026
Q2 		– Sell
-471,609
Closed -$18.7M – 26
2026
Q1 		$18.7M Buy
+471,609
New +$13.7M 2.51% 10

Other funds holding CDNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conversant Capital's CDNL Position: Q3 2026 in Review

Conversant Capital opened a new position in Cardinal Infrastructure Group (CDNL) in Q3 2026: 745,330 shares worth $22.8M. The stake represents 3.52% of the portfolio and ranks #2 among its holdings. This is a return to the name: Conversant Capital previously reported a position in CDNL as recently as Q1 2026.

Conversant Capital first reported a position in CDNL in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold CDNL as of Q3 2026.

  • Conversant Capital held 745,330 shares of Cardinal Infrastructure Group worth $22.8M as of Q3 2026.
  • Cardinal Infrastructure Group was a new Conversant Capital position in Q3 2026.
  • Cardinal Infrastructure Group made up 3.52% of Conversant Capital's portfolio in Q3 2026, its #2 holding.
  • Conversant Capital first reported a position in Cardinal Infrastructure Group in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Cardinal Infrastructure Group as of Q3 2026.

Based on Conversant Capital's 13F filing for Q3 2026, filed 13 Nov 2026.