SNDA
SONIDA SENIOR LIVING, INC.
-0.15 (-0.38%)39.28USD110K成交股數1.9B市值–本益比(近四季)3.6股價營收比+122.0%營收年增(近四季)2026-11-09下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 14 · 21.5M · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 21.6M |
| 近 180 天 淨額 | −21.6M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-02 | 09-04 | Conversant Capital LLC | Director,TenPercentOwner | J 其他 | 100K | – | – | 0 | SEC |
| 2026-09-02 | 09-04 | Simanovsky Michael | Director,TenPercentOwner | J 其他 | 100K | – | – | 0 | SEC |
| 2026-09-01 | 09-01 | Conversant Capital LLC | Director,TenPercentOwner | S 公開市場賣出 | 97.6K | 38.42 | 3.7M | 100K | SEC |
| 2026-09-01 | 09-01 | Simanovsky Michael | Director,TenPercentOwner | S 公開市場賣出 | 97.6K | 38.42 | 3.7M | 100K | SEC |
| 2026-08-28 | 09-01 | Conversant Capital LLC | Director,TenPercentOwner | S 公開市場賣出 | 21.8K | 38.16 | 832K | 203K | SEC |
| 2026-08-28 | 09-01 | Simanovsky Michael | Director,TenPercentOwner | S 公開市場賣出 | 4.6K | 39.25 | 181K | 198K | SEC |
| 2026-08-28 | 09-01 | Simanovsky Michael | Director,TenPercentOwner | S 公開市場賣出 | 21.8K | 38.16 | 832K | 203K | SEC |
| 2026-08-28 | 09-01 | Conversant Capital LLC | Director,TenPercentOwner | S 公開市場賣出 | 4.6K | 39.25 | 181K | 198K | SEC |
| 2026-08-27 | 08-27 | Simanovsky Michael | Director,TenPercentOwner | S 公開市場賣出 | 15.0K | 39.00 | 585K | 224K | SEC |
| 2026-08-27 | 08-27 | Conversant Capital LLC | Director,TenPercentOwner | S 公開市場賣出 | 15.0K | 39.00 | 585K | 224K | SEC |
| 2026-08-26 | 08-27 | Simanovsky Michael | Director,TenPercentOwner | S 公開市場賣出 | 15.1K | 40.94 | 618K | 239K | SEC |
| 2026-08-26 | 08-27 | Conversant Capital LLC | Director,TenPercentOwner | S 公開市場賣出 | 15.1K | 40.94 | 618K | 239K | SEC |
| 2026-08-25 | 08-27 | Simanovsky Michael | Director,TenPercentOwner | S 公開市場賣出 | 115K | 40.71 | 4.7M | 254K | SEC |
| 2026-08-25 | 08-27 | Conversant Capital LLC | Director,TenPercentOwner | S 公開市場賣出 | 115K | 40.71 | 4.7M | 254K | SEC |
| 2026-08-21 | 08-25 | Conversant Private GP LLC | Director,TenPercentOwner | J 其他 | 1.2M | – | – | 652K | SEC |
| 2026-08-21 | 08-25 | CPIF Sparti SAF, L.P. | Director,TenPercentOwner | J 其他 | 1.2M | – | – | 652K | SEC |
| 2026-08-21 | 08-25 | Simanovsky Michael | Director,TenPercentOwner | J 其他 | 1.2M | – | – | 652K | SEC |
| 2026-08-21 | 08-25 | Conversant Capital LLC | Director,TenPercentOwner | J 其他 | 1.2M | – | – | 652K | SEC |
| 2026-08-14 | 08-19 | Harris Benjamin P | Director | S 公開市場賣出 | 3.2K | 39.79 | 127K | 10.0K | SEC |
| 2026-08-14 | 08-19 | Harris Benjamin P | Director | S 公開市場賣出 | 3.1K | 39.79 | 122K | 13.2K | SEC |
| 2026-08-10 | 08-10 | Conversant Capital LLC | Director,TenPercentOwner | D 處分 | 1.5M | – | – | 5.4M | SEC |
| 2026-08-10 | 08-10 | Conversant Capital LLC | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-08-10 | 08-10 | Simanovsky Michael | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | D 處分 | 1.5M | – | – | 5.4M | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | D 處分 | 97.4K | – | – | 710K | SEC |
| 2026-08-10 | 08-10 | Conversant GP Holdings LLC | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-08-10 | 08-10 | Conversant GP Holdings LLC | Director,TenPercentOwner | D 處分 | 97.4K | – | – | 710K | SEC |
| 2026-08-10 | 08-10 | Conversant GP Holdings LLC | Director,TenPercentOwner | D 處分 | 1.5M | – | – | 5.4M | SEC |
| 2026-08-10 | 08-10 | Conversant Capital LLC | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-08-10 | 08-10 | Conversant Capital LLC | Director,TenPercentOwner | D 處分 | 97.4K | – | – | 710K | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-08-10 | 08-10 | Conversant GP Holdings LLC | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-08-10 | 08-10 | Simanovsky Michael | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | D 處分 | 97.4K | – | – | 710K | SEC |
| 2026-08-10 | 08-10 | Simanovsky Michael | Director,TenPercentOwner | D 處分 | 1.5M | – | – | 5.4M | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | D 處分 | 1.5M | – | – | 5.4M | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-08-10 | 08-10 | Simanovsky Michael | Director,TenPercentOwner | D 處分 | 97.4K | – | – | 710K | SEC |
| 2026-08-10 | 08-10 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-07-01 | 07-06 | Nikodemus Anton D. | Chief Operating Officer | A 獲配股票 | 12.1K | – | – | 12.1K | SEC |
| 2026-06-11 | 06-15 | Donohue Lilly | Director | A 獲配股票 | 4.1K | – | – | 9.8K | SEC |
| 2026-06-11 | 06-15 | Martin J Chandler | Director | A 獲配股票 | 4.1K | – | – | 4.1K | SEC |
| 2026-06-11 | 06-15 | Mauldin Stephen H | Director | A 獲配股票 | 4.1K | – | – | 4.9K | SEC |
| 2026-06-11 | 06-15 | Levinson Sam | Director | A 獲配股票 | 6.4K | – | – | 6.4K | SEC |
| 2026-06-11 | 06-15 | KRUEGER JILL M | Director | A 獲配股票 | 4.1K | – | – | 22.9K | SEC |
| 2026-06-11 | 06-15 | Harris Benjamin P | Director | A 獲配股票 | 7.1K | – | – | 16.3K | SEC |
| 2026-06-02 | 06-08 | Levy Max | SVP & Chief Investment Officer | F 繳稅扣股 | 1.8K | 32.75 | 58K | 100K | SEC |
| 2026-05-19 | 06-08 | Levy Max | SVP & Chief Investment Officer | F 繳稅扣股 | 1.4K | 36.94 | 52K | 102K | SEC |
| 2026-05-19 | 05-21 | Detz Kevin | EVP & Chief Financial Officer | F 繳稅扣股 | 2.0K | 36.94 | 72K | 186K | SEC |
| 2026-05-19 | 05-21 | Levy Max | SVP & Chief Investment Officer | F 繳稅扣股 | 1.4K | 36.94 | 50K | 102K | SEC |
| 2026-05-19 | 05-21 | Cober Timothy | SVP & Chief Accounting Officer | F 繳稅扣股 | 346 | 36.94 | 13K | 41.0K | SEC |
| 2026-05-19 | 05-21 | Bailey Tabitha | SVP & Chief Legal Officer | F 繳稅扣股 | 432 | 36.94 | 16K | 19.3K | SEC |
| 2026-05-19 | 05-21 | Ribar Brandon | President & CEO | F 繳稅扣股 | 3.1K | 36.94 | 113K | 304K | SEC |
| 2026-05-13 | 06-15 | Harris Benjamin P | Director | S 公開市場賣出 | 2.5K | 37.46 | 94K | 9.2K | SEC |
| 2026-04-17 | 04-22 | Ribar Brandon | President & CEO | A 獲配股票 | 23.0K | – | – | 307K | SEC |
| 2026-04-17 | 04-22 | Detz Kevin | EVP & Chief Financial Officer | A 獲配股票 | 12.7K | – | – | 188K | SEC |
| 2026-04-17 | 04-21 | Cober Timothy | SVP & Chief Accounting Officer | A 獲配股票 | 3.6K | – | – | 41.3K | SEC |
| 2026-04-17 | 04-21 | Bailey Tabitha | SVP & Chief Legal Officer | A 獲配股票 | 4.8K | – | – | 19.8K | SEC |
| 2026-04-17 | 04-21 | Levy Max | SVP & Chief Investment Officer | A 獲配股票 | 8.5K | – | – | 103K | SEC |
| 2026-04-05 | 04-22 | Ribar Brandon | President & CEO | F 繳稅扣股 | 7.0K | 32.18 | 226K | 284K | SEC |
| 2026-04-05 | 04-22 | Detz Kevin | EVP & Chief Financial Officer | F 繳稅扣股 | 4.5K | 32.18 | 144K | 176K | SEC |
| 2026-04-05 | 04-21 | Cober Timothy | SVP & Chief Accounting Officer | F 繳稅扣股 | 593 | 32.18 | 19K | 37.7K | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | A 獲配股票 | 1.8M | 26.74 | 49.1M | 1.8M | SEC |
| 2026-03-11 | 09-04 | Conversant GP Holdings LLC | Director,TenPercentOwner | A 獲配股票 | 1.6M | 26.74 | 42.6M | 3.2M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | A 獲配股票 | 225K | 26.74 | 6.0M | 225K | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | A 獲配股票 | 87.5K | 26.74 | 2.3M | 5.4M | SEC |
| 2026-03-11 | 09-04 | Conversant Capital LLC | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-03-11 | 09-04 | Simanovsky Michael | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (B) LP | Director,TenPercentOwner | A 獲配股票 | 1.6M | 26.74 | 42.6M | 3.2M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-03-11 | 09-04 | Conversant Capital LLC | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | M 選擇權執行 | 1.5M | 32.00 | 48.1M | 6.9M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | A 獲配股票 | 1.8M | 26.74 | 49.1M | 1.8M | SEC |
| 2026-03-11 | 09-04 | Conversant Capital LLC | Director,TenPercentOwner | A 獲配股票 | 1.8M | 26.74 | 49.1M | 1.8M | SEC |
| 2026-03-11 | 09-04 | Simanovsky Michael | Director,TenPercentOwner | A 獲配股票 | 1.8M | 26.74 | 49.1M | 1.8M | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | A 獲配股票 | 225K | 26.74 | 6.0M | 225K | SEC |
| 2026-03-11 | 09-04 | Conversant Private GP LLC | Director,TenPercentOwner | M 選擇權執行 | 97.4K | 32.00 | 3.1M | 807K | SEC |
| 2026-03-11 | 09-04 | Conversant Dallas Parkway (A) LP | Director,TenPercentOwner | A 獲配股票 | 87.5K | 26.74 | 2.3M | 5.4M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| Conversant Capital LLC | 14.6M | 596M | 不變 | 持平 |
| Capital International Investors | 3.3M | 134M | +1.5M (+89%) | 加碼 |
| Pertento Partners LLP | 2.4M | 96.9M | 新進 | 新進 |
| BlackRock, Inc. | 2.2M | 90.5M | +1.8M (+423%) | 加碼 |
| Irenic Capital Management LP | 1.9M | 77.7M | +684K (+56%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | 52.6M | +925K (+254%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 743K | 30.3M | +583K (+365%) | 加碼 |
| Tyro Capital Management LLC | 628K | 25.6M | +592K (+1623%) | 加碼 |
| STATE STREET CORP | 618K | 25.2M | +478K (+341%) | 加碼 |
| Nuveen, LLC | 572K | 23.3M | +549K (+2479%) | 加碼 |
| JENNISON ASSOCIATES LLC | 415K | 16.9M | 新進 | 新進 |
| Arbiter Partners Capital Management LLC | 404K | 16.4M | +252K (+166%) | 加碼 |
| J. Goldman & Co LP | 400K | 16.3M | −151K (-27%) | 減碼 |
| Hazelview Securities Inc. | 351K | 14.8M | −318K (-48%) | 減碼 |
| KENNEDY CAPITAL MANAGEMENT LLC | 344K | 14.0M | 新進 | 新進 |
| Solas Capital Management, LLC | 338K | 13.8M | −108K (-24%) | 減碼 |
| 城堡 CITADEL ADVISORS LLC | 335K | 13.7M | +208K (+164%) | 加碼 |
| Clayton Partners LLC | 317K | 12.9M | +5.7K (+2%) | 加碼 |
| DigitalBridge Group, Inc. | 310K | 12.6M | +83.5K (+37%) | 加碼 |
| Hudson Bay Capital Management LP | 274K | 11.2M | +256K (+1493%) | 加碼 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | 269K | 11.0M | +77.4K (+40%) | 加碼 |
| Obion Capital Management LP | 269K | 11.0M | 不變 | 持平 |
| Emmett Investment Management, LP | 261K | 10.9M | +26.3K (+11%) | 加碼 |
| LuminArx Capital Management LP | 259K | 10.6M | 不變 | 持平 |
| NORTHERN TRUST CORP | 243K | 9.9M | +188K (+342%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 229 +0 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 47 / 47 / 80 / 57 |
| 機構合計持股 · 佔流通股 | 37.7M · 78.4% |
| 合計季末市值 | 1.5B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 3.4M |
|---|---|
| 與上期比 | +1.0% |
| 佔流通股數 | 7.01% |
| 日均成交量 | 482K |
| 回補天數 | 7.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 3.4M | +1.0% | 7.01% | 482K | 7.0 |
| 2026-08-14 | 3.3M | +15.0% | 6.94% | 469K | 7.1 |
| 2026-07-31 | 2.9M | +5.9% | 6.03% | 435K | 6.7 |
| 2026-07-15 | 2.7M | +11.5% | 5.70% | 531K | 5.2 |
| 2026-06-30 | 2.5M | +48.4% | 5.11% | 1.3M | 2.0 |
| 2026-06-15 | 1.7M | +26.7% | 3.44% | 649K | 2.6 |
| 2026-05-29 | 1.3M | +10.7% | 2.72% | 618K | 2.1 |
| 2026-05-15 | 1.2M | +23.1% | 2.45% | 671K | 1.8 |
| 2026-04-30 | 958K | +24.1% | 1.99% | 582K | 1.7 |
| 2026-04-15 | 772K | +65.4% | 1.61% | 569K | 1.4 |
| 2026-03-31 | 467K | +9.8% | 0.97% | 881K | 1.0 |
| 2026-03-13 | 425K | +46.1% | 0.88% | 500K | 1.0 |
| 2026-02-27 | 291K | +7.2% | 0.61% | 47.1K | 6.2 |
| 2026-02-13 | 271K | +14.2% | 0.56% | 84.8K | 3.2 |
| 2026-01-30 | 238K | -15.5% | 0.49% | 41.0K | 5.8 |
| 2026-01-15 | 281K | -8.3% | 0.59% | 28.1K | 10.0 |
| 2025-12-31 | 307K | +9.1% | 0.64% | 40.3K | 7.6 |
| 2025-12-15 | 281K | +5.2% | 0.59% | 61.1K | 4.6 |
| 2025-11-28 | 267K | -3.1% | 0.56% | 37.8K | 7.1 |
| 2025-11-14 | 276K | +35.6% | 0.57% | 95.0K | 2.9 |
| 2025-10-31 | 204K | -12.2% | 0.42% | 18.8K | 10.8 |
| 2025-10-15 | 232K | -5.5% | 0.48% | 17.2K | 13.5 |
| 2025-09-30 | 245K | -12.7% | 0.51% | 32.9K | 7.5 |
| 2025-09-15 | 281K | +6.3% | 0.58% | 19.5K | 14.4 |
| 2025-08-29 | 264K | -4.6% | 0.55% | 13.9K | 19.0 |
| 2025-08-15 | 277K | -8.6% | 0.58% | 24.0K | 11.6 |