Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CORSAIR CAPITAL MANAGEMENT, L.P. (CIK 1276470) reported $673.0M across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CMPO ($144.8M, 21.51%), VRT ($144.6M, 21.49%), LAUR ($63.8M, 9.48%), RHLD ($42.1M, 6.25%), APG ($28.7M, 4.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CMPO | GPGI INC | $144.8M | 21.51% | 8.5M | Added |
| 2 | VRT | VERTIV HOLDINGS CO | $144.6M | 21.49% | 577,152 | Trimmed |
| 3 | LAUR | LAUREATE ED INC | $63.8M | 9.48% | 1.8M | Trimmed |
| 4 | RHLD | RESOLUTE HLDGS MGMT INC | $42.1M | 6.25% | 259,091 | Added |
| 5 | APG | API GROUP CORP | $28.7M | 4.27% | 708,630 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $25.0M | 3.72% | 38,507 | Hold |
| 7 | LMB | LIMBACH HLDGS INC | $24.3M | 3.61% | 311,343 | Hold |
| 8 | SPXC | SPX TECHNOLOGIES INC | $19.5M | 2.90% | 97,662 | Trimmed |
| 9 | MIR | MIRION TECHNOLOGIES INC | $18.3M | 2.71% | 982,419 | Hold |
| 10 | AON | AON PLC | $12.9M | 1.92% | 40,101 | Hold |
| 11 | GOOGL | ALPHABET INC | $11.3M | 1.69% | 39,440 | Hold |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.8M | 1.46% | 20,547 | Hold |
| 13 | MSFT | MICROSOFT CORP | $8.7M | 1.29% | 23,444 | Hold |
| 14 | QQQ | INVESCO QQQ TR | $7.7M | 1.14% | 13,342 | Hold |
| 15 | IREN | IREN LIMITED | $4.5M | 0.66% | 130,115 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $3.4M | 0.50% | 10,001 | Hold |
| 17 | WLFC | WILLIS LEASE FIN CORP | $3.1M | 0.46% | 18,002 | Added |
| 18 | SPGI | S&P GLOBAL INC | $2.8M | 0.41% | 6,529 | Trimmed |
| 19 | FEIM | FREQUENCY ELECTRS INC | $2.7M | 0.40% | 60,070 | Hold |
| 20 | CNVS | CINEVERSE CORP | $2.7M | 0.40% | 1.1M | Added |
| 21 | IWO | ISHARES TR | $2.7M | 0.40% | 8,484 | Hold |
| 22 | AAPL | APPLE INC | $2.3M | 0.34% | 8,986 | Hold |
| 23 | ALIT | ALIGHT INC | $2.2M | 0.33% | 3.8M | Trimmed |
| 24 | TPB | TURNING PT BRANDS INC | $2.0M | 0.30% | 23,274 | Hold |
| 25 | NBIS | NEBIUS GROUP N.V. | $2.0M | 0.30% | 19,611 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31