CORSAIR CAPITAL MANAGEMENT, L.P. MODD — MODULAR MED INC

Ownership history in CORSAIR CAPITAL MANAGEMENT, L.P.  ·  8 quarters on record

AI Ownership Summary

CORSAIR CAPITAL MANAGEMENT, L.P. reported MODULAR MED INC (MODD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.29% in 2024 Q3. The latest visible filing shows MODD at 0.01% 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 MODD 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 MODULAR MED 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
2025 Q4

MODD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% 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 Q1 to 2025 Q4

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.

MODD stock page CORSAIR CAPITAL MANAGEMENT, L.P. fund profile CORSAIR CAPITAL MANAGEMENT, L.P. full holdings
How CORSAIR CAPITAL MANAGEMENT, L.P. held MODD — position size vs. price
% of Fund (quarterly)    MODD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 75.6% -51.6% ✅ 100,000 -309,648 -75.6% 0.01% $36K 2026-02-14 (Est.) $13.59
2025 Q3 REDUCED 28.7% -44.3% ✅ 409,648 -164,500 -28.7% 0.05% $287K 2025-11-14 $15.99
2025 Q2 REDUCED 14.6% -6.0% ✅ 574,148 -97,881 -14.6% 0.08% $428K 2025-08-13 $21.84
2025 Q1 REDUCED 5.9% -31.6% ✅ 672,029 -42,000 -5.9% 0.19% $733K 2025-05-15 $29.76
2024 Q4 ADDED — — — 714,029 +176,666 +32.9% 0.21% $978K 2025-02-14 $33.00
2024 Q3 ADDED — — — 537,363 +64,393 +13.6% 0.29% $1.2M 2024-11-13 $66.90
2024 Q2 REDUCED 9.1% +42.4% ❌ 472,970 -47,274 -9.1% 0.12% $747K 2024-08-13 $49.50
2024 Q1 INITIATED — — — 520,244 — — 0.27% $962K 2024-05-15 $53.40

🏢 Other funds also holding MODD

As of 2025 Q4 — sorted by position size

Solas Capital Management, LLC 3Y 7Y 0.91% BARD ASSOCIATES INC 3Y 7Y 0.27% Bleichroeder LP 3Y 0.18% Sio Capital Management, LLC 3Y 7Y 0.05% Navigation Wealth Management, Inc. 3Y 0.03% 683 Capital Management, LLC 3Y 7Y 0.03% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.0% Warberg Asset Management LLC 3Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Stratos Wealth Advisors, LLC 3Y 7Y 0.0%

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

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 MODD?

CORSAIR CAPITAL MANAGEMENT, L.P. reported MODD across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for MODD was 0.29% in 2024 Q3.

What is the latest reported MODD position on this page?

The most recent filing on this page is 2025 Q4, when CORSAIR CAPITAL MANAGEMENT, L.P. reported 100,000 shares, equal to 0.01% of portfolio, with an estimated market value of $36K.

What does the chart on this MODD ownership page compare?

The chart compares CORSAIR CAPITAL MANAGEMENT, L.P.'s quarterly MODD 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 MODD position?

Based on 13F filing dates vs. subsequent MODD price moves, CORSAIR CAPITAL MANAGEMENT, L.P. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on MODD relative to SPY over the holding period was -60.8%.

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