CORSAIR CAPITAL MANAGEMENT, L.P.
Q2 2026 13F filing
Updated 27 days ago165 disclosed positions worth $800.2M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VRT VERTIV HOLDINGS CO | $191.7M | 572.6K | 23.96% | Trimmed(-0.8%) |
| 2 | G GPGI GPGI INC | $135M | 8.52M | 16.87% | Added(+0.6%) |
| 3 | L LAUR LAUREATE ED INC | $46.2M | 1.27M | 5.77% | Trimmed(-30.5%) |
| 4 | L LPG FLEX LTD | $43.2M | 266.4K | 5.40% | — |
| 5 | R RHLD RESOLUTE HLDGS MGMT INC | $39M | 269.7K | 4.87% | Added(+4.1%) |
| 6 | S SPY STATE STR SPDR S&P 500 ETF T | $28.4M | 38.1K | 3.56% | Trimmed(-1.1%) |
| 7 | A APG API GROUP CORP | $28.2M | 665.6K | 3.52% | Trimmed(-6.1%) |
| 8 | S SPXC SPX TECHNOLOGIES INC | $26.3M | 107.3K | 3.29% | Added(+9.9%) |
| 9 | L LMB LIMBACH HLDGS INC | $22.2M | 287.7K | 2.77% | Trimmed(-7.6%) |
| 10 | M MIR MIRION TECHNOLOGIES INC | $15.6M | 867.7K | 1.94% | Trimmed(-11.7%) |
| 11 | G GOOGN ALPHABET INC | $13.5M | 37.8K | 1.69% | — |
| 12 | A AON AON PLC | $12.7M | 38.4K | 1.59% | Trimmed(-4.3%) |
| 13 | O OPFI OPPFI INC | $10.5M | 1.05M | 1.31% | Added(+3449.1%) |
| 14 | M MU MICRON TECHNOLOGY INC | $10.4M | 9.0K | 1.30% | Trimmed(-10.0%) |
| 15 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $10.3M | 20.5K | 1.28% | Added(0.0%) |
| 16 | Q QQQ INVESCO QQQ TR | $9.8M | 13.3K | 1.23% | Unchanged |
| 17 | M MSFT MICROSOFT CORP | $8.4M | 22.5K | 1.05% | Trimmed(-4.2%) |
| 18 | I IREN IREN LIMITED | $5.7M | 125.6K | 0.72% | Trimmed(-3.5%) |
| 19 | L LPG FLEX LTD | $5.7M | 35.0K | 0.71% | — |
| 20 | H HODL VANECK ETF TRUST | $5.6M | 8.5K | 0.70% | — |
| 21 | N NBIS NEBIUS GROUP N.V. | $5M | 18.1K | 0.63% | Trimmed(-7.7%) |
| 22 | W WLFC WILLIS LEASE FIN CORP | $4.3M | 18.8K | 0.54% | Added(+4.3%) |
| 23 | V VPG VISHAY PRECISION GROUP INC | $3.7M | 25.0K | 0.47% | Trimmed(-19.4%) |
| 24 | E ETHA ISHARES TR | $3.3M | 8.5K | 0.42% | Unchanged |
| 25 | E EVC ENTRAVISION COMMUNICATIONS C | $3.1M | 236.5K | 0.39% | Added(+9.2%) |
| 26 | C CNVS CINEVERSE CORP | $2.7M | 920.1K | 0.34% | Trimmed(-17.8%) |
| 27 | F FEIM FREQUENCY ELECTRS INC | $2.7M | 41.1K | 0.34% | Trimmed(-31.6%) |
| 28 | V VOYA-PB VOYA FINANCIAL INC | $2.7M | 29.8K | 0.34% | Unchanged |
| 29 | S SPGI S&P GLOBAL INC | $2.7M | 6.5K | 0.33% | Trimmed(-0.1%) |
| 30 | B BELFB BEL FUSE INC | $2.4M | 7.2K | 0.30% | Unchanged |
| 31 | A AAPL APPLE INC | $2.4M | 8.3K | 0.30% | Trimmed(-7.5%) |
| 32 | C CRK COMSTOCK INC | $2.2M | 525.1K | 0.27% | Unchanged |
| 33 | S SPCB SUPERCOM LTD NEW | $2.1M | 182.3K | 0.26% | Added(+34.0%) |
| 34 | A ALIT ALIGHT INC | $2.1M | 3.70M | 0.26% | Trimmed(-2.6%) |
| 35 | T TPB TURNING PT BRANDS INC | $2M | 23.3K | 0.25% | Unchanged |
| 36 | E ETHA ISHARES TR | $1.9M | 15.8K | 0.23% | Added(+102.1%) |
| 37 | C CHDN CHURCHILL DOWNS INC | $1.6M | 18.3K | 0.21% | Unchanged |
| 38 | M MS-PP MORGAN STANLEY | $1.6M | 7.8K | 0.20% | Unchanged |
| 39 | D DAC DANAOS CORPORATION | $1.5M | 12.6K | 0.19% | Unchanged |
| 40 | J JPM-PM IOVANCE BIOTHERAPEUTICS INC | $1.5M | 370.0K | 0.19% | Added(+5.7%) |
| 41 | V VALE VALE S A | $1.5M | 102.0K | 0.19% | — |
| 42 | ? N/A ALTO INGREDIENTS INC | $1.5M | 266.9K | 0.19% | Added(+2.6%) |
| 43 | A APOS APOLLO GLOBAL MGMT INC | $1.5M | 12.8K | 0.19% | Unchanged |
| 44 | A AMZN AMAZON COM INC | $1.4M | 6.0K | 0.18% | Unchanged |
| 45 | C CBL CBL & ASSOC PPTYS INC | $1.4M | 26.9K | 0.18% | Trimmed(-1.2%) |
| 46 | C CIFR CIPHER DIGITAL INC | $1.4M | 56.9K | 0.17% | Trimmed(-15.0%) |
| 47 | V VBNK VERSABANK NEW | $1.4M | 59.7K | 0.17% | Added(+143.4%) |
| 48 | G GLNG GOLAR LNG LTD | $1.4M | 27.2K | 0.17% | Trimmed(-1.2%) |
| 49 | G GLD SPDR GOLD TR | $1.3M | 3.6K | 0.17% | Unchanged |
| 50 | B BGC BGC GROUP INC | $1.3M | 122.2K | 0.16% | Trimmed(-1.3%) |