Corsair Capital Management, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Corsair Capital Management, L.P. reported 151 stock positions worth $673.0 million. Its top holding was Gpgi (GPGI) at 21.5% of the portfolio, followed by Vertiv Class A (VRT, 21.5%) and Laureate Education (LAUR, 9.5%). Compared with Q4 2025, it opened 37 new positions, sold out of 35, added to 20 and reduced 32. The biggest buy was Gpgi (GPGI, shares +102%) and the biggest sale Alight Class A (ALIT, shares −70%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001276470
Portfolio Value
$673.0M (Q1 2026)
SEC Filing
0001013594-26-000609 ↗ filed May 15, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $356.2M Q1 2024 Q2 2024: $596.8M Q2 2024 Q3 2024: $422.4M Q3 2024 Q4 2024: $464.6M Q4 2024 Q1 2025: $388.4M Q1 2025 Q2 2025: $521.9M Q2 2025 Q3 2025: $563.6M Q3 2025 Q4 2025: $604.5M Q4 2025 Q1 2026: $673.0M $673.0M Q1 2026 Q2 2026: $794.5M Q2 2026

Holdings 151 stocks · $673.0M
GPGI Gpgi Inc. 21.51% 8,465,789 $144.8M Add +101.7%
VRT Vertiv Holdings Co. Class A 21.49% 577,152 $144.6M Reduce -2.8%
LAUR Laureate Education Inc. 9.48% 1,830,790 $63.8M Reduce -1.1%
RHLD Resolute Holdings Manag 6.25% 259,091 $42.1M Add +24.7%
APG Api Group Corp. 4.27% 708,630 $28.7M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 3.72% 38,507 $25.0M No change
LMB Limbach Holdings Inc. 3.61% 311,343 $24.3M No change
SPXC SPX Technologies Inc. 2.90% 97,662 $19.5M Reduce -3.0%
MIR Mirion Technologies Inc. 2.71% 982,419 $18.3M No change
AON Aon PLC Class A 1.92% 40,101 $12.9M No change
GOOGL Alphabet Inc. Class A 1.69% 39,440 $11.3M No change
BRK.B Berkshire Hathaway Inc. Class B 1.46% 20,547 $9.8M No change
MSFT Microsoft Corp. 1.29% 23,444 $8.7M No change
QQQ Invesco QQQ Trust Series 1 1.14% 13,342 $7.7M No change
IREN Iren Ltd. filed as IREN LIMITED 0.66% 130,115 $4.5M Reduce -8.8%
MU Micron Technology Inc. 0.50% 10,001 $3.4M No change
WLFC Willis Lease Finance Corp. 0.46% 18,002 $3.1M Add +50.0%
SPGI S&P Global Inc. 0.41% 6,529 $2.8M Reduce -18.4%
CNVS Cineverse Corp. 0.40% 1,119,650 $2.7M Add +45.7%
IWO iShares Russell 2000 Growth 0.40% 8,484 $2.7M No change
FEIM Frequency Electronics Inc. 0.40% 60,070 $2.7M No change
AAPL Apple Inc. 0.34% 8,986 $2.3M No change
ALIT Alight Inc. Class A 0.33% 3,800,801 $2.2M Reduce -70.0%
VOYA Voya Financial Inc. 0.30% 29,837 $2.0M Reduce -20.1%
NBIS Nebius Group NV 0.30% 19,611 $2.0M No change
TPB Turning Point Brands Inc. 0.30% 23,274 $2.0M No change
VISN Vistance Networks Inc. 0.30% 110,000 $2.0M New
ZD Ziff Davis Inc. 0.28% 45,000 $1.9M New
CHDN Churchill Downs Inc. 0.24% 18,333 $1.6M Reduce -9.8%
LODE Comstock Inc. 0.24% 525,118 $1.6M Reduce -4.5%
GLD SPDR Gold Shares 0.23% 3,640 $1.6M No change
GLNG Golar LNG Ltd. 0.22% 27,503 $1.5M Add +83.3%
BELFB Bel Fuse Inc. Class B 0.21% 7,234 $1.4M No change
APO Apollo Global Management Inc. 0.21% 12,832 $1.4M Reduce -23.8%
DAC Danaos Corp. 0.21% 12,601 $1.4M No change
VPG Vishay Precision Group 0.20% 31,002 $1.3M Add +24.0%
MS Morgan Stanley 0.19% 7,815 $1.3M No change
ALTO Alto Ingredients Inc. 0.19% 260,200 $1.3M Add +4.0%
JOE The St Joe Co. 0.19% 20,004 $1.3M No change
AMZN Amazon.com Inc. 0.19% 6,001 $1.2M Add +33.3%
VVX V2X Inc. 0.18% 18,000 $1.2M New
IOVA Iovance Biotherapeutics Inc. 0.18% 350,000 $1.2M Add +16.7%
BGC BGC Group Inc. Class A 0.18% 123,738 $1.2M Reduce -10.2%
NPK National Presto Inds Inc. 0.16% 8,022 $1.1M No change
AER Aercap Holdings NV 0.16% 7,951 $1.1M No change
SPCB Supercom Ltd. 0.16% 135,971 $1.1M Add +14.7%
CBL CBL & Associates Properties 0.16% 27,183 $1.0M Add +58.2%
AM Antero Midstream Corp. 0.14% 42,004 $958K No change
CHCI Comstock Holding Companies 0.14% 49,236 $933K Add +8.4%
COF Capital One Financial Corp. 0.14% 4,981 $909K No change
NVDA Nvidia Corp. 0.13% 5,001 $872K No change
OFLX Omega Flex Inc. 0.13% 27,792 $863K Add +38.7%
CIFR Cipher Digital Inc. 0.13% 66,855 $860K Add +9.9%
CNX CNX Resources Corp. 0.13% 21,932 $845K No change
GTX Garrett Motion Inc. 0.12% 45,530 $827K Reduce -9.9%
ACTG Acacia Research Corp. 0.12% 166,672 $802K No change
OPY Oppenheimer Holdings Class A 0.12% 8,941 $797K No change
IWP iShares Russell Mid-Cap Grow 0.12% 7,833 $788K New
MSGS Madison Square Garden Sports 0.11% 2,321 $746K No change
BW Babcock & Wilcox Enterpr 0.11% 50,000 $735K No change
KKR KKR & Co. Inc. 0.11% 7,834 $725K No change
PUMP Propetro Holding Corp. 0.11% 50,000 $721K New
ILPT Industrial Logistics Propert 0.11% 126,549 $719K No change
GDDY GoDaddy Inc. Class A 0.11% 8,662 $716K Reduce -90.7%
AAOI Applied Optoelectronics Inc. 0.10% 8,000 $677K New
UNFI United Natural Foods Inc. 0.10% 15,000 $676K No change
RDDT Reddit Inc. Class A 0.10% 5,000 $673K New
HROW Harrow Inc. 0.10% 19,000 $670K Add +90.0%
HNRG Hallador Energy Co. 0.10% 41,009 $668K Add +26.1%
RTX RTX Corp. 0.10% 3,396 $655K No change
TIPT Tiptree Inc. 0.10% 38,425 $650K New
HALO Halozyme Therapeutics Inc. 0.10% 10,000 $646K New
INVH Invitation Homes Inc. 0.10% 26,000 $646K New
EVC Entravision Communications-A 0.10% 216,504 $643K Reduce -2.3%
AMH American Homes 4 Rent- A 0.10% 23,000 $642K New
TLN Talen Energy Corp. 0.09% 2,000 $638K No change
DLO Dlocal Ltd. 0.09% 48,015 $623K Reduce -20.0%
GLRE Greenlight Capital Re Ltd. Class A 0.09% 35,591 $615K No change
HBIO Harvard Bioscience Inc. 0.09% 124,810 $608K Add +12.6%
BN Brookfield Corp. 0.09% 15,001 $607K No change
TDY Teledyne Technologies Inc. 0.09% 1,000 $605K New
ELMD Electromed Inc. 0.09% 25,574 $599K No change
TK Teekay Corp. Ltd. 0.09% 48,715 $595K Reduce -17.0%
CE Celanese Corp. 0.09% 9,000 $592K New
MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC 0.09% 13,060 $582K No change
LQDA Liquidia Corp. 0.08% 15,000 $566K Reduce -25.0%
CLS Celestica Inc. 0.08% 2,000 $563K No change
IRDM Iridium Communications Inc. 0.08% 20,000 $555K New
SDRL Seadrill Limited 0.08% 12,003 $546K No change
TECK Teck Resources Ltd.-CLS B 0.08% 10,489 $543K No change
GPN Global Payments Inc. 0.08% 8,000 $538K New
MHO M/I Homes Inc. 0.08% 4,368 $535K No change
PDEX Pro-Dex Inc. 0.08% 10,835 $532K New
KLAR Klarna Group PLC 0.08% 40,000 $524K New
FPH Five Point Holdings LLC Class A 0.08% 105,064 $509K Reduce -8.7%
CACC Credit Acceptance Corp. 0.08% 1,200 $508K New
IQV Iqvia Holdings Inc. 0.07% 2,943 $502K Reduce -9.3%
MFIN Medallion Financial Corp. 0.07% 57,849 $495K No change
FIP Ftai Infrastructure Inc. 0.07% 2,000 $490K New
ASRT Assertio Holdings Inc. 0.07% 25,549 $487K New
PBI Pitney Bowes Inc. 0.07% 43,495 $481K Reduce -63.9%
NATH Nathan's Famous Inc. 0.07% 4,746 $478K No change
JAKK Jakks Pacific Inc. 0.07% 23,970 $477K Add +20.3%
ONIT Onity Group Inc. 0.07% 12,003 $471K Reduce -55.5%
CRDO Credo Technology Group Holdi 0.07% 5,000 $469K New
ECHO Echostar Corp. Class A 0.07% 4,000 $468K New
PYPL PayPal Holdings Inc. 0.07% 10,000 $452K No change
UWMC Uwm Holdings Corp. 0.06% 115,000 $416K New
XLE SS Energy Select Sector 0.06% 6,672 $409K No change
PSIX Power Solutions Internationa 0.06% 6,639 $404K Reduce -68.6%
PESI Perma-Fix Environmental SVCS 0.06% 37,649 $402K Add +73.9%
KMI Kinder Morgan Inc. 0.06% 11,816 $396K No change
SUNS Sunrise Realty Trust Inc. 0.06% 50,704 $389K No change
RAVE Rave Restaurant Group Inc. 0.06% 145,302 $385K Reduce -2.1%
MPTI M-Tron Industries Inc. 0.06% 5,735 $383K No change
LGCY Legacy Education Inc. 0.06% 29,939 $375K No change
EXE Expand Energy Corp. 0.05% 3,362 $369K No change
MDY State Street SPDR S&P Midcap 0.05% 597 $368K No change
ECPG Encore Capital Group Inc. 0.05% 5,247 $368K No change
GBFH Gbank Financial Holdings Inc. 0.05% 13,528 $362K Reduce -12.9%
IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L 0.05% 14,517 $352K New
LITE Lumentum Holdings Inc. 0.05% 500 $351K New
GNW Genworth Financial Inc. 0.05% 42,904 $348K No change
VBNK Versabank 0.05% 24,511 $347K No change
GFF Griffon Corp. 0.05% 4,549 $331K No change
BOF Branchout Food Inc. 0.05% 100,000 $330K New
NN Nextnav Inc. 0.05% 19,790 $317K Reduce -23.3%
INTC Intel Corp. 0.05% 7,004 $309K Reduce -30.0%
MOS The Mosaic Co. 0.05% 12,000 $306K New
AQST Aquestive Therapeutics Inc. 0.04% 70,000 $291K Add +16.7%
LWAY Lifeway Foods Inc. 0.04% 14,426 $279K No change
WLAC Willow Lane Acquisition Class A 0.04% 25,728 $274K Reduce -53.8%
MNY Moneyhero Ltd. Class A 0.04% 204,870 $270K Reduce -20.2%
PPIH Perma-Pipe International Hol 0.04% 8,377 $250K No change
MRVL Marvell Technology Inc. 0.04% 2,504 $248K Reduce -50.0%
VLO Valero Energy Corp. 0.04% 1,000 $247K New
APP AppLovin Corp. Class A 0.04% 600 $239K No change
OPFI Oppfi Inc. 0.03% 29,680 $229K New
NLOP Net Lease Office Property 0.03% 19,317 $223K No change
SIF Sifco Industries 0.03% 15,682 $209K New
CODA Coda Octopus Group Inc. 0.02% 14,438 $163K No change
SHMD Schmid Group NV 0.02% 28,000 $148K New
TGEN Tecogen Inc./Waltham Ma 0.02% 55,017 $141K No change
MAIA Maia Biotechnology Inc. 0.02% 100,000 $140K New
OWLT Owlet Inc. 0.02% 26,388 $136K Reduce -74.7%
PAR Par Technology Corp. 0.02% 10,000 $133K New
AMPG Amplitech Group Inc. 0.02% 69,722 $132K Reduce -59.4%
AIV Apartment Invt & Mgmt Co. Class A 0.01% 20,000 $81K New
NRXS Neuraxis Inc. 0.01% 10,000 $74K New
RMTI Rockwell Medical Inc. 0.01% 50,000 $45K New
CVU Cpi Aerostructures Inc. 0.01% 10,000 $39K New

Portfolio Sells Q4 2025 → Q1 2026
ALIT Alight Inc. Class A Reduce -70.0% 0.33% −3.76
GDDY GoDaddy Inc. Class A Reduce -90.7% 0.11% −1.81
LAUR Laureate Education Inc. Reduce -1.1% 9.48% −0.83
SPXC SPX Technologies Inc. Reduce -3.0% 2.90% −0.43
ITRG Integra Resources Corp. Sold out 0.00% −0.32
APG Api Group Corp. Reduce -1.4% 4.27% −0.28
SPGI S&P Global Inc. Reduce -18.4% 0.41% −0.28
OWLT Owlet Inc. Reduce -74.7% 0.02% −0.26
ALEX Alexander & Baldwin Inc. Sold out 0.00% −0.24
IREN Iren Ltd. Reduce -8.8% 0.66% −0.23
APO Apollo Global Management Inc. Reduce -23.8% 0.21% −0.19
OWL Blue Owl Capital Inc. Sold out 0.00% −0.19
VOYA Voya Financial Inc. Reduce -20.1% 0.30% −0.16
NVRI Enviri Corp. Sold out 0.00% −0.15
PSIX Power Solutions Internationa Reduce -68.6% 0.06% −0.14
PBI Pitney Bowes Inc. Reduce -63.9% 0.07% −0.14
CHDN Churchill Downs Inc. Reduce -9.8% 0.24% −0.14
ONIT Onity Group Inc. Reduce -55.5% 0.07% −0.13
DUOT Duos Technologies Group Inc. Sold out 0.00% −0.13
IJK iShares S&P Mid-Cap 400 Grow Sold out 0.00% −0.13
FOUR SHIFT4 Payments Inc. Class A Sold out 0.00% −0.10
LODE Comstock Inc. Reduce -4.5% 0.24% −0.10
BTI British American Tob-SP ADR Sold out 0.00% −0.10
PPLI People Inc. Sold out 0.00% −0.09
EVLV Evolv Technologies Holdings Sold out 0.00% −0.08
PRTH Priority Technology Holdings Sold out 0.00% −0.08
FTAI Ftai Aviation Ltd. Sold out 0.00% −0.08
KZIA Kazia Therapeutics-Spon ADR Sold out 0.00% −0.08
KODK Eastman Kodak Co. Sold out 0.00% −0.08
WLAC Willow Lane Acquisition Class A Reduce -53.8% 0.04% −0.08
AMPG Amplitech Group Inc. Reduce -59.4% 0.02% −0.07
INFQ Infleqtion Inc. Sold out 0.00% −0.06
CRH CRH PLC Sold out 0.00% −0.05
CCLD Carecloud Inc. Sold out 0.00% −0.05
HOOD Robinhood Markets Inc. Class A Sold out 0.00% −0.05
DLO Dlocal Ltd. Reduce -20.0% 0.09% −0.05
IQV Iqvia Holdings Inc. Reduce -9.3% 0.07% −0.05
VELO VELO3D Inc. Sold out 0.00% −0.05
QUIK Quicklogic Corp. Sold out 0.00% −0.04
SOFI Sofi Technologies Inc. Sold out 0.00% −0.03
PROF Profound Medical Corp. Sold out 0.00% −0.03
DGXX Digi Power X Inc. Sold out 0.00% −0.03
MRVL Marvell Technology Inc. Reduce -50.0% 0.04% −0.03
DCTH Delcath Systems Inc. Sold out 0.00% −0.03
GBFH Gbank Financial Holdings Inc. Reduce -12.9% 0.05% −0.03
FPH Five Point Holdings LLC Class A Reduce -8.7% 0.08% −0.03
LQDA Liquidia Corp. Reduce -25.0% 0.08% −0.03
NN Nextnav Inc. Reduce -23.3% 0.05% −0.02
RAVE Rave Restaurant Group Inc. Reduce -2.1% 0.06% −0.02
BGC BGC Group Inc. Class A Reduce -10.2% 0.18% −0.02

Portfolio Buys Q4 2025 → Q1 2026
GPGI Gpgi Inc. Add +101.7% 21.51% +8.12
VISN Vistance Networks Inc. New 0.30% +0.30
ZD Ziff Davis Inc. New 0.28% +0.28
WLFC Willis Lease Finance Corp. Add +50.0% 0.46% +0.19
VVX V2X Inc. New 0.18% +0.18
CNVS Cineverse Corp. Add +45.7% 0.40% +0.13
GLNG Golar LNG Ltd. Add +83.3% 0.22% +0.13
IWP iShares Russell Mid-Cap Grow New 0.12% +0.12
PUMP Propetro Holding Corp. New 0.11% +0.11
AAOI Applied Optoelectronics Inc. New 0.10% +0.10
RDDT Reddit Inc. Class A New 0.10% +0.10
TIPT Tiptree Inc. New 0.10% +0.10
HALO Halozyme Therapeutics Inc. New 0.10% +0.10
INVH Invitation Homes Inc. New 0.10% +0.10
AMH American Homes 4 Rent- A New 0.10% +0.10
TDY Teledyne Technologies Inc. New 0.09% +0.09
CE Celanese Corp. New 0.09% +0.09
IRDM Iridium Communications Inc. New 0.08% +0.08
GPN Global Payments Inc. New 0.08% +0.08
PDEX Pro-Dex Inc. New 0.08% +0.08
KLAR Klarna Group PLC New 0.08% +0.08
CACC Credit Acceptance Corp. New 0.08% +0.08
FIP Ftai Infrastructure Inc. New 0.07% +0.07
ASRT Assertio Holdings Inc. New 0.07% +0.07
CRDO Credo Technology Group Holdi New 0.07% +0.07
ECHO Echostar Corp. Class A New 0.07% +0.07
ALTO Alto Ingredients Inc. Add +4.0% 0.19% +0.07
UWMC Uwm Holdings Corp. New 0.06% +0.06
IGIC International General Insura New 0.05% +0.05
LITE Lumentum Holdings Inc. New 0.05% +0.05
CHCI Comstock Holding Companies Add +8.4% 0.14% +0.05
CBL CBL & Associates Properties Add +58.2% 0.16% +0.05
BOF Branchout Food Inc. New 0.05% +0.05
IOVA Iovance Biotherapeutics Inc. Add +16.7% 0.18% +0.05
MOS The Mosaic Co. New 0.05% +0.05
VPG Vishay Precision Group Add +24.0% 0.20% +0.04
VLO Valero Energy Corp. New 0.04% +0.04
OPFI Oppfi Inc. New 0.03% +0.03
SIF Sifco Industries New 0.03% +0.03
OFLX Omega Flex Inc. Add +38.7% 0.13% +0.03
SHMD Schmid Group NV New 0.02% +0.02
MAIA Maia Biotechnology Inc. New 0.02% +0.02
PAR Par Technology Corp. New 0.02% +0.02
HROW Harrow Inc. Add +90.0% 0.10% +0.02
JAKK Jakks Pacific Inc. Add +20.3% 0.07% +0.02
PESI Perma-Fix Environmental SVCS Add +73.9% 0.06% +0.01
AMZN Amazon.com Inc. Add +33.3% 0.19% +0.01
AIV Apartment Invt & Mgmt Co. Class A New 0.01% +0.01
NRXS Neuraxis Inc. New 0.01% +0.01
RMTI Rockwell Medical Inc. New 0.01% +0.01

Options Activity Q4 2025 → Q1 2026
GPGI Gpgi Inc. call Sold out 1,456,900 $28.1Mbefore exit
VRT Vertiv Holdings Co. Class A call Sold out 70,500 $11.4Mbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 164$794.5MVRT, GPGI, LAUR, FLEX, RHLD
Q1 2026 151$673.0MGPGI, VRT, LAUR, RHLD, APG
Q4 2025 149$604.5MVRT, GPGI, LAUR, RHLD, APG
Q3 2025Amended 164$563.6MVRT, GPGI, LAUR, LMB, APG
Q2 2025Amended 150$521.9MVRT, MIR, LAUR, LMB, GPGI
Q1 2025Amended 120$388.4MMIR, VRT, LAUR, GDDY, LMB
Q4 2024 119$464.6MVRT, MIR, GDDY, LAUR, LMB
Q3 2024 118$422.4MVRT, MIR, LAUR, GDDY, LMB
Q2 2024 102$596.8MSPXC, SGRP, VRT, SPY, LAUR
Q1 2024 99$356.2MVRT, LAUR, WSC, GDDY, APG