2026 Q1 Portfolio Activity
In 2026 Q1, CORSAIR CAPITAL MANAGEMENT, L.P. maintained a portfolio of 189 distinct positions. The most significant new addition was VISTANCE NETWORKS INC, now representing 0.30% of the total fund value. They heavily accumulated shares in VERTIV HOLDINGS CO, increasing the position by 718.7%. The fund also reduced its exposure to ALIGHT INC by 70.0%.
Position History
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Total Positions
189
Quarter
2026 Q1
Top Holding
CMPO (21.5%)
Top 10 Concentration
77.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 189
CORSAIR CAPITAL MANAGEMENT, L.P. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CMPO
GPGI INC
|
Unknown | 21.51% | 12.57% |
#1
1
Prev: #2
|
9.0 |
—
|
4,267,711 | 101.7% |
P
S
|
8,465,789 | $144,764,992 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 21.49% | 14.93% |
#2
1
Prev: #1
|
6.0 |
—
|
-16,400 | -2.8% |
P
S
|
577,152 | $144,622,748 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LAUR
LAUREATE ED INC
|
Consumer Defensive | 9.48% | 9.68% |
#3
Prev: #3
|
5.3 |
—
|
-20,000 | -1.1% |
P
S
|
1,830,790 | $63,784,724 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RHLD
RESOLUTE HLDGS ...
|
Industrials | 6.25% | 6.66% |
#4
Prev: #4
|
5.5 |
—
|
51,317 | 24.7% |
P
S
|
259,091 | $42,050,469 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APG
API GROUP CORP
|
Industrials | 4.27% | 4.27% |
#5
1
Prev: #6
|
2.7 |
—
|
-10,000 | -1.4% |
P
S
|
708,630 | $28,713,688 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 3.72% | 4.08% |
#6
1
Prev: #7
|
2.5 |
—
|
no change | no change |
P
S
|
38,507 | $25,042,642 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LMB
LIMBACH HLDGS I...
|
Industrials | 3.61% | 3.76% |
#7
2
Prev: #9
|
2.4 |
—
|
no change | no change |
P
S
|
311,343 | $24,300,321 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPXC
SPX TECHNOLOGIE...
|
Industrials | 2.90% | 3.13% |
#8
3
Prev: #11
|
1.7 |
—
|
-3,000 | -3.0% |
P
S
|
97,662 | $19,526,540 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MIR
MIRION TECHNOLO...
|
Industrials | 2.71% | 3.57% |
#9
1
Prev: #10
|
2.1 |
—
|
no change | no change |
P
S
|
982,419 | $18,263,169 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AON
AON PLC
|
Financial Services | 1.92% | 2.20% |
#10
2
Prev: #12
|
1.8 |
—
|
no change | no change |
P
S
|
40,101 | $12,943,801 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.69% | 1.92% |
#11
2
Prev: #13
|
1.7 |
—
|
no change | no change |
P
S
|
39,440 | $11,341,366 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.46% | 1.60% |
#12
5
Prev: #17
|
1.6 |
—
|
no change | no change |
P
S
|
20,547 | $9,846,122 | 2010 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.29% | 1.76% |
#13
3
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
23,444 | $8,678,265 | 2005 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.14% | 1.27% |
#14
4
Prev: #18
|
1.5 |
—
|
no change | no change |
P
S
|
13,342 | $7,700,736 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IREN
IREN LIMITED
|
Financial Services | 0.66% | 0.84% |
#15
4
Prev: #19
|
0.8 |
—
|
-12,500 | -8.8% |
P
S
|
130,115 | $4,460,342 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.50% | 0.44% |
#16
6
Prev: #22
|
1.2 |
—
|
no change | no change |
P
S
|
10,001 | $3,378,738 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WLFC
WILLIS LEASE FI...
|
Industrials | 0.46% | 0.25% |
#17
16
Prev: #33
|
2.7 |
—
|
6,000 | 50.0% |
P
S
|
18,002 | $3,065,021 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.41% | 0.65% |
#18
2
Prev: #20
|
0.7 |
—
|
-1,470 | -18.4% |
P
S
|
6,529 | $2,777,045 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNVS
CINEVERSE CORP
|
Communication Services | 0.40% | 0.25% |
#19
15
Prev: #34
|
2.7 |
—
|
351,000 | 45.7% |
P
S
|
1,119,650 | $2,687,160 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWO
ISHARES TR
|
ETF | 0.40% | 0.43% |
#20
4
Prev: #24
|
1.2 |
—
|
no change | no change |
P
S
|
8,484 | $2,662,364 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FEIM
FREQUENCY ELECT...
|
Technology | 0.40% | 0.50% |
#21
Prev: #21
|
1.2 |
—
|
no change | no change |
P
S
|
60,070 | $2,658,698 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 0.34% | 0.38% |
#22
4
Prev: #26
|
1.1 |
—
|
no change | no change |
P
S
|
8,986 | $2,280,557 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALIT
ALIGHT INC
|
Technology | 0.33% | 3.84% |
#23
15
Prev: #8
|
0.1 |
—
|
-8,866,297 | -70.0% |
P
S
|
3,800,801 | $2,214,727 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VOYA
VOYA FINANCIAL ...
|
Financial Services | 0.30% | 0.43% |
#24
1
Prev: #23
|
0.1 |
—
|
-7,500 | -20.1% |
P
S
|
29,837 | $2,038,464 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.30% | 0.25% |
#25
7
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
19,611 | $2,034,837 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 0.30% | 0.39% |
#26
1
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
23,274 | $2,019,950 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COMM
VISTANCE NETWOR...
|
Unknown | 0.30% | — |
#27
Prev: #—
|
3.6 |
—
|
110,000 | — |
NEW
|
110,000 | $2,002,000 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ZD
ZIFF DAVIS INC
|
Communication Services | 0.28% | — |
#28
Prev: #—
|
3.6 |
—
|
45,000 | — |
NEW
|
45,000 | $1,888,200 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHDN
CHURCHILL DOWNS...
|
Consumer Cyclical | 0.24% | 0.36% |
#29
1
Prev: #28
|
0.6 |
—
|
-2,000 | -9.8% |
P
S
|
18,333 | $1,646,853 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LODE
COMSTOCK INC
|
Basic Materials | 0.24% | 0.32% |
#30
1
Prev: #29
|
0.6 |
—
|
-25,000 | -4.5% |
P
S
|
525,118 | $1,601,610 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.23% | 0.22% |
#31
5
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
3,640 | $1,566,256 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLNG
GOLAR LNG LTD
|
Energy | 0.22% | 0.09% |
#32
56
Prev: #88
|
3.1 |
—
|
12,500 | 83.3% |
P
S
|
27,503 | $1,488,187 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BELFB
BEL FUSE INC
|
Technology | 0.21% | 0.19% |
#33
8
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
7,234 | $1,432,187 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 0.21% | 0.38% |
#34
7
Prev: #27
|
0.1 |
—
|
-4,000 | -23.8% |
P
S
|
12,832 | $1,429,741 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DAC
DANAOS CORPORAT...
|
Industrials | 0.21% | 0.18% |
#35
10
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
12,601 | $1,419,377 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VPG
VISHAY PRECISIO...
|
Technology | 0.20% | 0.15% |
#36
15
Prev: #51
|
2.6 |
—
|
6,000 | 24.0% |
P
S
|
31,002 | $1,346,107 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.19% | 0.22% |
#37
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
7,815 | $1,286,115 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALTO
ALTO INGREDIENT...
|
Basic Materials | 0.19% | 0.11% |
#38
29
Prev: #67
|
0.6 |
—
|
10,000 | 4.0% |
P
S
|
260,200 | $1,259,368 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JOE
ST JOE CO
|
Real Estate | 0.19% | 0.18% |
#39
5
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
20,004 | $1,256,251 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.19% | 0.16% |
#40
9
Prev: #49
|
2.6 |
—
|
1,500 | 33.3% |
P
S
|
6,001 | $1,249,828 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VVX
V2X INC
|
Industrials | 0.18% | — |
#41
Prev: #—
|
3.6 |
—
|
18,000 | — |
NEW
|
18,000 | $1,233,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IOVA
IOVANCE BIOTHER...
|
Healthcare | 0.18% | 0.13% |
#42
16
Prev: #58
|
2.1 |
—
|
50,000 | 16.7% |
P
S
|
350,000 | $1,228,500 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BGC
BGC GROUP INC
|
Financial Services | 0.18% | 0.19% |
#43
3
Prev: #40
|
0.6 |
—
|
-14,000 | -10.2% |
P
S
|
123,738 | $1,210,158 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NPK
NATIONAL PRESTO...
|
Industrials | 0.16% | 0.13% |
#44
12
Prev: #56
|
1.1 |
—
|
no change | no change |
P
S
|
8,022 | $1,099,495 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AER
AERCAP HOLDINGS...
|
Industrials | 0.16% | 0.18% |
#45
1
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
7,951 | $1,090,718 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPCB
SUPERCOM LTD NE...
|
Industrials | 0.16% | 0.17% |
#46
2
Prev: #48
|
2.1 |
—
|
17,400 | 14.7% |
P
S
|
135,971 | $1,064,653 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CBL
CBL & ASSOC PPT...
|
Real Estate | 0.16% | 0.10% |
#47
28
Prev: #75
|
3.1 |
—
|
10,000 | 58.2% |
P
S
|
27,183 | $1,044,643 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AM
ANTERO MIDSTREA...
|
Energy | 0.14% | 0.12% |
#48
15
Prev: #63
|
1.1 |
—
|
no change | no change |
P
S
|
42,004 | $957,691 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHCI
COMSTOCK HLDG C...
|
Real Estate | 0.14% | 0.08% |
#49
41
Prev: #90
|
2.1 |
—
|
3,800 | 8.4% |
P
S
|
49,236 | $932,530 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.14% | 0.19% |
#50
7
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
4,981 | $908,684 | 2011 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 189 holdings