CORSAIR CAPITAL MANAGEMENT, L.P. LWAY — LIFEWAY FOODS INC

Ownership history in CORSAIR CAPITAL MANAGEMENT, L.P.  ·  7 quarters on record

AI Ownership Summary

CORSAIR CAPITAL MANAGEMENT, L.P. reported LIFEWAY FOODS INC (LWAY) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows LWAY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LWAY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CORSAIR CAPITAL MANAGEMENT, L.P.'s position in LIFEWAY FOODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LWAY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LWAY stock page CORSAIR CAPITAL MANAGEMENT, L.P. fund profile CORSAIR CAPITAL MANAGEMENT, L.P. full holdings
How CORSAIR CAPITAL MANAGEMENT, L.P. held LWAY — position size vs. price
% of Fund (quarterly)    LWAY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 14,426 — 0% 0.04% $279K 2026-05-15 $24.21
2025 Q4 REDUCED — — — 14,426 -2 -0.0% 0.05% $350K 2026-02-17 $21.78
2025 Q3 UNCHANGED — — — 14,428 — 0% 0.07% $401K 2025-11-14 $22.27
2025 Q2 ADDED — — — 14,428 +285 +2.0% 0.07% $356K 2025-08-13 $30.19
2025 Q1 ADDED — — — 14,143 +2,000 +16.5% 0.09% $346K 2025-05-15 $22.64
2024 Q4 REDUCED 19.8% -1.4% ✅ 12,143 -3,000 -19.8% 0.06% $301K 2025-02-14 $22.47
2024 Q3 INITIATED — — — 15,143 — — 0.09% $393K 2024-11-13 $23.39

🏢 Other funds also holding LWAY

As of 2026 Q1 — sorted by position size

Divisadero Street Capital Management, LP 3Y 1.14% Slotnik Capital, LLC 0.89% R Squared Ltd 0.16% Byrne Asset Management LLC 3Y 0.15% Teton Advisors, LLC 0.14% De Lisle Partners LLP 0.12% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.08% Carlson Capital, L.P. 3Y 7Y 0.06% Inspire Investing, LLC 3Y 7Y 0.04% Cresset Asset Management, LLC 3Y 7Y 0.04%

FAQ About CORSAIR CAPITAL MANAGEMENT, L.P. and LWAY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CORSAIR CAPITAL MANAGEMENT, L.P. reported owning LWAY?

CORSAIR CAPITAL MANAGEMENT, L.P. reported LWAY across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LWAY position in CORSAIR CAPITAL MANAGEMENT, L.P.'s portfolio?

The largest reported portfolio weight for LWAY was 0.09% in 2024 Q3.

What is the latest reported LWAY position on this page?

The most recent filing on this page is 2026 Q1, when CORSAIR CAPITAL MANAGEMENT, L.P. reported 14,426 shares, equal to 0.04% of portfolio, with an estimated market value of $279K.

What does the chart on this LWAY ownership page compare?

The chart compares CORSAIR CAPITAL MANAGEMENT, L.P.'s quarterly LWAY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CORSAIR CAPITAL MANAGEMENT, L.P. time their LWAY position?

Based on 13F filing dates vs. subsequent LWAY price moves, CORSAIR CAPITAL MANAGEMENT, L.P. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on LWAY relative to SPY over the holding period was -12.3%.

← Back to CORSAIR CAPITAL MANAGEMENT, L.P. Holdings