Institutions / Corsair Capital Management, L.P.

Corsair Capital Management, L.P.

CIK 1276470 · Institution · as of Mar 31, 2026
Portfolio value
$673.03M
Positions
151
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$673.03M+11.3%
$673.03M$530.71M$388.40MQ1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Positions

151+1.3%
164142120Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 151 →
CompanyClassValueShares% of portfolio
GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)$144.76M8,465,78921.5%
Vertiv Holdings Co$144.62M577,15221.5%
Laureate Education, Inc.$63.78M1,830,7909.5%
Resolute Holdings Management, Inc.RHLDCommon Stock$42.05M259,0916.2%
APi Group Corp$28.71M708,6304.3%
State Str SPDR S&P 500 ETF T$25.04M38,5073.7%
Limbach Holdings Inc$24.30M311,3433.6%
SPX Technologies, Inc.$19.53M97,6622.9%
Mirion Technologies, Inc.$18.26M982,4192.7%
Aon plc$12.94M40,1011.9%
Alphabet Inc.$11.34M39,4401.7%
Warren E. Buffett$9.85M20,5471.5%
Microsoft Corp$8.68M23,4441.3%
Invesco Qqq Tr$7.70M13,3421.1%
Iren Limited$4.46M130,1150.7%
Micron Technology Inc$3.38M10,0010.5%
Willis Lease Finance CorpWLFCCommon Stock$3.07M18,0020.5%
S&P Global Inc.$2.78M6,5290.4%
Cineverse Corp.$2.69M1,119,6500.4%
iShares Tr$2.66M8,4840.4%
Frequency Electrs Inc$2.66M60,0700.4%
Apple Inc.$2.28M8,9860.3%
Alight, Inc. / Delaware$2.21M3,800,8010.3%
Voya Financial, Inc.$2.04M29,8370.3%
Nebius Group N.V.$2.03M19,6110.3%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
AddGPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)$72.98M+4.3M
+101.66%
8,465,789
21.51% of portfolio
high
Q3 2025
as of
TrimMirion Technologies, Inc.$-46.05M-2.0M
-65.43%
1,045,797
3.61% of portfolio
medium
Q3 2025
as of
AddGPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)$28.30M+1.4M
+47.38%
4,228,053
13.08% of portfolio
medium
Q4 2025
as of
NewAlight, Inc. / Delaware$24.70M+12.7M
12,667,098
3.67% of portfolio
medium
Q2 2025
as of
AddGPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)$14.63M+1.0M
+56.70%
2,868,851
6.01% of portfolio
medium
Q4 2025
as of
NewAlphabet Inc.$12.34M+39K
39,440
1.83% of portfolio
medium
Q4 2025
as of
AddRHLD
Resolute Holdings Management, Inc.
Common Stock
$11.20M+54K
+35.35%
207,774
6.37% of portfolio
medium
Q3 2025
as of
TrimGoDaddy Inc.$-10.80M-79K
-42.75%
105,657
2.15% of portfolio
medium
Q4 2025
as of
ExitAlphabet Inc.$-9.59M-39K
-100.00%
medium
Q3 2025
as of
AddAPi Group Corp$8.52M+248K
+49.29%
751,012
3.84% of portfolio
medium