CORSAIR CAPITAL MANAGEMENT, L.P.

Est. AUM

$673.0M

13F long equity, this entity only

Positions

151

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GPGI INC	COM CL A	$144.8M	8465789	21.51%	SOLE
2	VERTIV HOLDINGS CO	COM CL A	$144.6M	577152	21.49%	SOLE
3	LAUREATE ED INC	COMMON STOCK	$63.8M	1830790	9.48%	SOLE
4	RESOLUTE HLDGS MGMT INC	COM	$42.0M	259091	6.25%	SOLE
5	API GROUP CORP	COM STK	$28.7M	708630	4.27%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$25.0M	38507	3.72%	SOLE
7	LIMBACH HLDGS INC	COM	$24.3M	311343	3.61%	SOLE
8	SPX TECHNOLOGIES INC	COM	$19.5M	97662	2.90%	SOLE
9	MIRION TECHNOLOGIES INC	COM CL A	$18.3M	982419	2.71%	SOLE
10	AON PLC	SHS CL A	$12.9M	40101	1.92%	SOLE
11	ALPHABET INC	CAP STK CL A	$11.3M	39440	1.69%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.8M	20547	1.46%	SOLE
13	MICROSOFT CORP	COM	$8.7M	23444	1.29%	SOLE
14	INVESCO QQQ TR	UNIT SER 1	$7.7M	13342	1.14%	SOLE
15	IREN LIMITED	ORDINARY SHARES	$4.5M	130115	0.66%	SOLE
16	MICRON TECHNOLOGY INC	COM	$3.4M	10001	0.50%	SOLE
17	WILLIS LEASE FIN CORP	COM	$3.1M	18002	0.46%	SOLE
18	S&P GLOBAL INC	COM	$2.8M	6529	0.41%	SOLE
19	CINEVERSE CORP	COM CL A	$2.7M	1119650	0.40%	SOLE
20	ISHARES TR	RUS 2000 GRW ETF	$2.7M	8484	0.40%	SOLE
21	FREQUENCY ELECTRS INC	COM	$2.7M	60070	0.40%	SOLE
22	APPLE INC	COM	$2.3M	8986	0.34%	SOLE
23	ALIGHT INC	COM CL A	$2.2M	3800801	0.33%	SOLE
24	VOYA FINANCIAL INC	COM	$2.0M	29837	0.30%	SOLE
25	NEBIUS GROUP N.V.	SHS CLASS A	$2.0M	19611	0.30%	SOLE
26	TURNING PT BRANDS INC	COM	$2.0M	23274	0.30%	SOLE
27	VISTANCE NETWORKS INC	COM	$2.0M	110000	0.30%	SOLE
28	ZIFF DAVIS INC	COM	$1.9M	45000	0.28%	SOLE
29	CHURCHILL DOWNS INC	COM	$1.6M	18333	0.24%	SOLE
30	COMSTOCK INC	COM SHS	$1.6M	525118	0.24%	SOLE
31	SPDR GOLD TR	GOLD SHS	$1.6M	3640	0.23%	SOLE
32	GOLAR LNG LTD	SHS	$1.5M	27503	0.22%	SOLE
33	BEL FUSE INC	CL B	$1.4M	7234	0.21%	SOLE
34	APOLLO GLOBAL MGMT INC	COM	$1.4M	12832	0.21%	SOLE
35	DANAOS CORPORATION	SHS	$1.4M	12601	0.21%	SOLE
36	VISHAY PRECISION GROUP INC	COM	$1.3M	31002	0.20%	SOLE
37	MORGAN STANLEY	COM NEW	$1.3M	7815	0.19%	SOLE
38	ALTO INGREDIENTS INC	COM	$1.3M	260200	0.19%	SOLE
39	ST JOE CO	COM	$1.3M	20004	0.19%	SOLE
40	AMAZON COM INC	COM	$1.3M	6001	0.19%	SOLE
41	V2X INC	COM	$1.2M	18000	0.18%	SOLE
42	IOVANCE BIOTHERAPEUTICS INC	COM	$1.2M	350000	0.18%	SOLE
43	BGC GROUP INC	CL A	$1.2M	123738	0.18%	SOLE
44	NATIONAL PRESTO INDS INC	COM	$1.1M	8022	0.16%	SOLE
45	AERCAP HOLDINGS NV	SHS	$1.1M	7951	0.16%	SOLE
46	SUPERCOM LTD NEW	ORD SHS	$1.1M	135971	0.16%	SOLE
47	CBL & ASSOC PPTYS INC	COMMON STOCK	$1.0M	27183	0.16%	SOLE
48	ANTERO MIDSTREAM CORP	COM	$958K	42004	0.14%	SOLE
49	COMSTOCK HLDG COS INC	CL A NEW	$933K	49236	0.14%	SOLE
50	CAPITAL ONE FINL CORP	COM	$909K	4981	0.14%	SOLE

1–50 of 151

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.