Corsair Capital Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Corsair Capital Management, L.P. disclosed 151 US equity positions worth $673.0m in its Q1 2026 13F filing. The largest position was GPGI at 21.5% of the reported book, followed by VRT and LAUR.
What did Corsair Capital Management, L.P. own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | GPGI GPGI INC | Industrials | 21.5% | $144.8m | 8,465,789 | – | |
| 2 | VRT VERTIV HOLDINGS CO | Industrials | 21.5% | $144.6m | 577,152 | – | |
| 3 | LAUR LAUREATE ED INC | Consumer Defensive | 9.5% | $63.8m | 1,830,790 | – | |
| 4 | RHLD RESOLUTE HLDGS MGMT INC | 6.2% | $42.1m | 259,091 | – | ||
| 5 | APG API GROUP CORP | Industrials | 4.3% | $28.7m | 708,630 | – | |
| 6 | SPY STATE STR SPDR S&P 500 ETF T | 3.7% | $25.0m | 38,507 | – | ||
| 7 | LMB LIMBACH HLDGS INC | Industrials | 3.6% | $24.3m | 311,343 | – | |
| 8 | SPXC SPX TECHNOLOGIES INC | Industrials | 2.9% | $19.5m | 97,662 | – | |
| 9 | MIR MIRION TECHNOLOGIES INC | Industrials | 2.7% | $18.3m | 982,419 | – | |
| 10 | AON AON PLC | Financial Services | 1.9% | $12.9m | 40,101 | – | |
| 11 | GOOGL ALPHABET INC | Communication Services | 1.7% | $11.3m | 39,440 | – | |
| 12 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.5% | $9.8m | 20,547 | – | ||
| 13 | MSFT MICROSOFT CORP | Technology | 1.3% | $8.7m | 23,444 | – | |
| 14 | QQQ INVESCO QQQ TR | 1.1% | $7.7m | 13,342 | – | ||
| 15 | IREN IREN LIMITED | Financial Services | 0.7% | $4.5m | 130,115 | – | |
| 16 | MU MICRON TECHNOLOGY INC | Technology | 0.5% | $3.4m | 10,001 | – | |
| 17 | WLFC WILLIS LEASE FIN CORP | Industrials | 0.5% | $3.1m | 18,002 | – | |
| 18 | SPGI S&P GLOBAL INC | Financial Services | 0.4% | $2.8m | 6,529 | – | |
| 19 | CNVS CINEVERSE CORP | 0.4% | $2.7m | 1,119,650 | – | ||
| 20 | IWO ISHARES TR | 0.4% | $2.7m | 8,484 | – | ||
| 21 | FEIM FREQUENCY ELECTRS INC | 0.4% | $2.7m | 60,070 | – | ||
| 22 | AAPL APPLE INC | Technology | 0.3% | $2.3m | 8,986 | – | |
| 23 | ALITEUR ALIGHT INC | 0.3% | $2.2m | 3,800,801 | – | ||
| 24 | VOYA VOYA FINANCIAL INC | Financial Services | 0.3% | $2.0m | 29,837 | – | |
| 25 | NBIS NEBIUS GROUP N.V. | Communication Services | 0.3% | $2.0m | 19,611 | – | |
| 26 | TPB TURNING PT BRANDS INC | Consumer Defensive | 0.3% | $2.0m | 23,274 | – | |
| 27 | VISN VISTANCE NETWORKS INC | Technology | 0.3% | $2.0m | 110,000 | – | |
| 28 | ZD ZIFF DAVIS INC | Communication Services | 0.3% | $1.9m | 45,000 | – | |
| 29 | CHDN CHURCHILL DOWNS INC | Consumer Cyclical | 0.2% | $1.6m | 18,333 | – | |
| 30 | LODE COMSTOCK INC | 0.2% | $1.6m | 525,118 | – | ||
| 31 | GLD SPDR GOLD TR | 0.2% | $1.6m | 3,640 | – | ||
| 32 | GLNG GOLAR LNG LTD | Energy | 0.2% | $1.5m | 27,503 | – | |
| 33 | BELFB BEL FUSE INC | Technology | 0.2% | $1.4m | 7,234 | – | |
| 34 | APO APOLLO GLOBAL MGMT INC | Financial Services | 0.2% | $1.4m | 12,832 | – | |
| 35 | DAC DANAOS CORPORATION | Industrials | 0.2% | $1.4m | 12,601 | – | |
| 36 | VPG VISHAY PRECISION GROUP INC | Technology | 0.2% | $1.3m | 31,002 | – | |
| 37 | MS MORGAN STANLEY | Financial Services | 0.2% | $1.3m | 7,815 | – | |
| 38 | ALTO ALTO INGREDIENTS INC | Basic Materials | 0.2% | $1.3m | 260,200 | – | |
| 39 | JOE ST JOE CO | Real Estate | 0.2% | $1.3m | 20,004 | – | |
| 40 | AMZN AMAZON COM INC | Consumer Cyclical | 0.2% | $1.2m | 6,001 | – | |
| 41 | VVX V2X INC | Industrials | 0.2% | $1.2m | 18,000 | – | |
| 42 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 0.2% | $1.2m | 350,000 | – | |
| 43 | BGC BGC GROUP INC | Financial Services | 0.2% | $1.2m | 123,738 | – | |
| 44 | NPK NATIONAL PRESTO INDS INC | Industrials | 0.2% | $1.1m | 8,022 | – | |
| 45 | AERCAP HOLDINGS NV | 0.2% | $1.1m | 7,951 | – | ||
| 46 | SUPERCOM LTD NEW | 0.2% | $1.1m | 135,971 | – | ||
| 47 | CBL CBL & ASSOC PPTYS INC | Real Estate | 0.2% | $1.0m | 27,183 | – | |
| 48 | AM ANTERO MIDSTREAM CORP | Energy | 0.1% | $957.7k | 42,004 | – | |
| 49 | CHCI COMSTOCK HLDG COS INC | 0.1% | $932.5k | 49,236 | – | ||
| 50 | COF CAPITAL ONE FINL CORP | Financial Services | 0.1% | $908.7k | 4,981 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.