If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. Checkbox not checked

The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




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SCHEDULE 13D




Comment for Type of Reporting Person:
(1) The percentage reflected in row (13) is calculated based on 35,547,753 outstanding shares of class A common stock on September 10, 2026, as disclosed in a Current Report on Form 8-K filed by the Issuer with the Securities and Exchange Commission on September 10, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
(1) The percentage reflected in row (13) is calculated based on 35,547,753 outstanding shares of class A common stock on September 10, 2026, as disclosed in a Current Report on Form 8-K filed by the Issuer with the Securities and Exchange Commission on September 10, 2026.


SCHEDULE 13D




Comment for Type of Reporting Person:
(1) The percentage reflected in row (13) is calculated based on 35,547,753 outstanding shares of class A common stock on September 10, 2026, as disclosed in a Current Report on Form 8-K filed by the Issuer with the Securities and Exchange Commission on September 10, 2026.


SCHEDULE 13D


 
Conversant PIF VIP Holdco LLC
 
Signature:/s/ Justin Manaster
Name/Title:Justin Manaster, Board Member
Date:09/11/2026
 
Conversant Capital LLC
 
Signature:/s/ Paul Dumaine
Name/Title:Paul Dumaine, General Counsel and Chief Compliance Officer
Date:09/11/2026
 
Michael J. Simanovsky
 
Signature:/s/ Paul Dumaine
Name/Title:Paul Dumaine, Attorney-in-fact for Michael J. Simanovsky
Date:09/11/2026
 
Exhibit 99.1
 
JOINT FILING AGREEMENT
PURSUANT TO RULE 13d-1(k)
 
The undersigned acknowledge and agree that the foregoing statement on Schedule 13D in respect of the shares of Class A Common Stock of Vulcan Infrastructure and Power Inc. is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13D may be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him or it contained herein or therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that he or it knows or has reason to believe that such information is inaccurate.
EXECUTED September 11, 2026.
 
         
 
CONVERSANT PIF VIP HOLDCO LLC
 
 
 
 
 
By:
 /s/ Justin Manaster
 
 
 
Name:
Justin Manaster
 
 
 
Title:
Board Member
 
 
 
 
 
 
 
 
CONVERSANT CAPITAL LLC
 
 
 
 
 
By:
 /s/ Paul Dumaine
 
 
 
Name:
Paul Dumaine
 
 
 
Title:
General Counsel and Chief Compliance Officer
 
 
 
 
 
 
MICHAEL J. SIMANOVSKY
 
 
 
By:
 /s/ Paul Dumaine
 
 
 
Name:
Paul Dumaine
 
 
 
Title:
Attorney-in-fact for Michael J. Simanovsky
 
 
Exhibit 99.3
 
POWER OF ATTORNEY
 
KNOW ALL PERSONS BY THESE PRESENTS, that the undersigned hereby constitutes and appoints Paul Dumaine as the undersigned’s true and lawful attorney-in-fact and agent with full power of substitution and resubstitution for such attorney-in-fact in such attorney-in-fact’s name, place, and stead, in any and all capacities, to:
 
1.
execute for and on behalf of the undersigned, in the undersigned’s capacity as a reporting person pursuant to Sections 13(d), 13(g) and 16 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules thereunder in respect of any issuer of equity securities registered pursuant to Section 12 of the Exchange Act, or any other issuer of securities, with respect to which the undersigned is required to file any of Schedules 13D or 13G or Forms 3, 4 and 5 with the United States Securities and Exchange Commission (the “SEC”);
 
2.
do and perform any and all acts for and on behalf of the undersigned that may be necessary or desirable to complete and execute any such Schedule 13D or 13G or Form 3, 4 or 5, or any amendment thereto, and timely file such form with the SEC and stock exchange or similar authority, if required; and
 
3.
take any other action of any type whatsoever in connection with the foregoing that, in the opinion of such attorneys-in-fact, may be of benefit to, in the best interest of, or legally required by, the undersigned, it being understood that the documents executed by any of the such attorney-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as any of such attorney-in-fact may approve in the discretion of any of such attorneys-in-fact.
 
The undersigned hereby grants to such attorney-in-fact full power and authority to do and perform any and every act and thing whatsoever requisite, necessary, or proper to be done in the exercise of any rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that such attorney-in-fact, or the substitute or substitutes of any of such attorney-in-fact, shall lawfully do or cause to be done by virtue of this Power of Attorney and the rights and powers herein granted. The undersigned acknowledges that the foregoing attorney-in-fact, in serving in such capacity at the request of the undersigned, are not assuming any of the undersigned’s responsibilities to comply with the Exchange Act.
 
This Power of Attorney shall remain in full force and effect until the attorney-in-fact’s separation of service from Conversant Capital LLC and each of its affiliates, unless earlier revoked by the undersigned in a signed writing delivered to the foregoing attorney-in-fact.
 
IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of this 23rd day of January, 2024.
 
Signature:
 
/s/ Michael J. Simanovsky
Name:
 
Michael Simanovsky