EdgeMarket › What Corsair Capital Management, L.P. reported owning

What Corsair Capital Management, L.P. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

673.0M

Positions

151

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
GPGI
GPGI, Inc.
144.8M21.5%8.5M12.79-32.8%
VRT
Vertiv Holdings Co
144.6M21.5%577.2K261.95+105.4%
LAUR
LAUREATE EDUCATION, INC.
63.8M9.5%1.8M37.46+43.7%
RHLD
Resolute Holdings Management, Inc.
42.1M6.2%259.1K127.63+123.4%
APG
APi Group Corp
28.7M4.3%708.6K41.16+16.2%
SPY
SPDR S&P 500 ETF TRUST
25.0M3.7%38.5K765.72+20.0%
LMB
Limbach Holdings, Inc.
24.3M3.6%311.3K42.90-63.6%
SPXC
SPX Technologies, Inc.
19.5M2.9%97.7K207.20+11.2%
MIR
Mirion Technologies, Inc.
18.3M2.7%982.4K14.82-26.8%
AON
Aon plc
12.9M1.9%40.1K355.11-5.1%
GOOGL
Alphabet Inc.
11.3M1.7%39.4K344.82+73.0%
unmapped CUSIP 0846707029.8M1.5%20.5K
MSFT
MICROSOFT CORP
8.7M1.3%23.4K483.24-4.4%
QQQ
INVESCO QQQ TRUST, SERIES 1
7.7M1.1%13.3K713.44+26.1%
IREN
IREN Ltd
4.5M0.7%130.1K41.88+111.9%
MU
MICRON TECHNOLOGY INC
3.4M0.5%10.0K966.78+724.8%
WLFC
WILLIS LEASE FINANCE CORP
3.1M0.5%18.0K54.37+11.4%
SPGI
S&P Global Inc.
2.8M0.4%6.5K431.29-22.6%
CNVS
Cineverse Corp.
2.7M0.4%1.1M2.53-47.6%
IWO
iShares Russell 2000 Growth Fund
2.7M0.4%8.5K387.37+31.0%
FEIM
FREQUENCY ELECTRONICS INC
2.7M0.4%60.1K61.69+128.5%
AAPL
Apple Inc.
2.3M0.3%9.0K309.35+36.9%
ALIT
Alight, Inc. / Delaware
2.2M0.3%3.8M14.22-81.3%
VOYA
Voya Financial, Inc.
2.0M0.3%29.8K97.76+30.4%
NBIS
Nebius Group N.V.
2.0M0.3%19.6K219.13+224.8%
TPB
Turning Point Brands, Inc.
2.0M0.3%23.3K83.41-14.4%
VISN
Vistance Networks, Inc.
2.0M0.3%110.0K11.21-28.6%
ZD
ZIFF DAVIS, INC.
1.9M0.3%45.0K56.08+56.3%
CHDN
Churchill Downs Inc
1.6M0.2%18.3K93.71-8.6%
LODE
Comstock Inc.
1.6M0.2%525.1K3.52+46.7%
GLD
SPDR GOLD TRUST
1.6M0.2%3.6K423.36+37.3%
GLNG
GOLAR LNG LTD
1.5M0.2%27.5K52.00+24.8%
BELFB
BEL FUSE INC /NJ
1.4M0.2%7.2K255.46+98.9%
APO
Apollo Global Management, Inc.
1.4M0.2%12.8K132.69-2.0%
DAC
Danaos Corp
1.4M0.2%12.6K149.75+62.5%
VPG
Vishay Precision Group, Inc.
1.3M0.2%31.0K66.61+146.3%
MS
MORGAN STANLEY
1.3M0.2%7.8K214.20+48.6%
ALTO
Alto Ingredients, Inc.
1.3M0.2%260.2K4.38+317.1%
JOE
ST JOE Co
1.3M0.2%20.0K68.89+40.1%
AMZN
AMAZON COM INC
1.2M0.2%6.0K258.63+15.6%
VVX
V2X, Inc.
1.2M0.2%18.0K78.50+37.9%
IOVA
IOVANCE BIOTHERAPEUTICS, INC.
1.2M0.2%350.0K8.29+227.7%
BGC
BGC Group, Inc.
1.2M0.2%123.7K11.85+20.5%
NPK
NATIONAL PRESTO INDUSTRIES INC
1.1M0.2%8.0K149.95+44.6%
AER
AerCap Holdings N.V.
1.1M0.2%8.0K146.29+26.4%
SPCB
SuperCom Ltd
1.1M0.2%136.0K11.41+23.2%
CBL
CBL & ASSOCIATES PROPERTIES INC
1.0M0.2%27.2K55.34+81.2%
AM
Antero Midstream Corp
957.7K0.1%42.0K22.14+26.6%
CHCI
Comstock Holding Companies, Inc.
932.5K0.1%49.2K18.28+18.5%
COF
CAPITAL ONE FINANCIAL CORP
908.7K0.1%5.0K217.91+1.5%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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