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Holders — by stockHoldings — by fund

CORSAIR CAPITAL MANAGEMENT, L.P.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001276470

$800.2M

disclosed book value

164

positions

24%

largest position share

Positions, as of 2026-06-30

top 100 of 164 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VRTVERTIV HOLDINGS CO572,643$191.7M24%
2GPGIGPGI INC8.5M$135.0M16.9%
3LAURLAUREATE ED INC1.3M$46.2M5.8%
4FLEX LTD266,449$43.2M5.4%
5RHLDRESOLUTE HLDGS MGMT INC269,682$39.0M4.9%
6SPYSTATE STR SPDR S&P 500 ETF T38,097$28.4M3.6%
7APGAPI GROUP CORP665,609$28.2M3.5%
8SPXCSPX TECHNOLOGIES INC107,287$26.3M3.3%
9LMBLIMBACH HLDGS INC287,685$22.2M2.8%
10MIRMIRION TECHNOLOGIES INC867,670$15.6M1.9%
11GOOGALPHABET INC37,766$13.5M1.7%
12AON PLC38,379$12.7M1.6%
13OPFIOPPFI INC1.1M$10.5M1.3%
14MUMICRON TECHNOLOGY INC9,001$10.4M1.3%
15BRK/BBERKSHIRE HATHAWAY INC DEL20,548$10.3M1.3%
16QQQINVESCO QQQ TR13,342$9.8M1.2%
17MSFTMICROSOFT CORP22,460$8.4M1%
18IREN LIMITED125,596$5.7M0.7%
19FLEX LTDCALL35,000$5.7M0.7%
20SMHVANECK ETF TRUST8,500$5.6M0.7%
21NEBIUS GROUP N.V.18,111$5.0M0.6%
22WLFCWILLIS LEASE FIN CORP18,768$4.3M0.5%
23VPGVISHAY PRECISION GROUP INC25,002$3.7M0.5%
24IWOISHARES TR8,484$3.3M0.4%
25EVCENTRAVISION COMMUNICATIONS C236,504$3.1M0.4%
26CNVSCINEVERSE CORP920,150$2.7M0.3%
27FEIMFREQUENCY ELECTRS INC41,070$2.7M0.3%
28VOYAVOYA FINANCIAL INC29,837$2.7M0.3%
29SPGIS&P GLOBAL INC6,520$2.7M0.3%
30BELFBBEL FUSE INC7,234$2.4M0.3%
31AAPLAPPLE INC8,312$2.4M0.3%
32LODECOMSTOCK INC525,118$2.2M0.3%
33SUPERCOM LTD NEW182,257$2.1M0.3%
34ALITEURALIGHT INC3.7M$2.1M0.3%
35TPBTURNING PT BRANDS INC23,274$2.0M0.2%
36IWPISHARES TR15,833$1.9M0.2%
37CHDNCHURCHILL DOWNS INC18,333$1.6M0.2%
38MSMORGAN STANLEY7,815$1.6M0.2%
39DANAOS CORPORATION12,601$1.5M0.2%
40IOVAIOVANCE BIOTHERAPEUTICS INC370,000$1.5M0.2%
41VALEVALE S A102,000$1.5M0.2%
42ALTOALTO INGREDIENTS INC266,866$1.5M0.2%
43APOAPOLLO GLOBAL MGMT INC12,832$1.5M0.2%
44AMZNAMAZON COM INC6,001$1.4M0.2%
45CBLCBL & ASSOC PPTYS INC26,858$1.4M0.2%
46CIFRCIPHER DIGITAL INC56,855$1.4M0.2%
47VBNKVERSABANK NEW59,669$1.4M0.2%
48GOLAR LNG LTD27,167$1.4M0.2%
49GLDSPDR GOLD TR3,640$1.3M0.2%
50BGCBGC GROUP INC122,174$1.3M0.2%
51JOEST JOE CO20,004$1.3M0.2%
52VISNVISTANCE NETWORKS INC98,000$1.3M0.2%
53RMRRMR GROUP INC60,000$1.2M0.2%
54RDDTREDDIT INC7,000$1.2M0.2%
55GTXGARRETT MOTION INC33,030$1.2M0.1%
56LQDALIQUIDIA CORPORATION15,000$1.2M0.1%
57AERCAP HOLDINGS NV7,951$1.2M0.1%
58ILPTINDUSTRIAL LOGISTICS PPTYS T126,549$1.1M0.1%
59ZDZIFF DAVIS INC20,000$1.0M0.1%
60ACMRACM RESH INC8,000$1.0M0.1%
61NPKNATIONAL PRESTO INDS INC8,022$1.0M0.1%
62NVDANVIDIA CORPORATION5,001$1.0M0.1%
63COFCAPITAL ONE FINL CORP4,981$999,2880.1%
64INTCINTEL CORP7,004$977,9690.1%
65AMANTERO MIDSTREAM CORP42,004$955,5910.1%
66OPYOPPENHEIMER HLDGS INC8,941$943,6330.1%
67MSGSMADISON SQUARE GRDN SPRT COR2,321$932,6710.1%
68VVXV2X INC12,000$894,7200.1%
69OFLXOMEGA FLEX INC27,792$872,3910.1%
70ELMDELECTROMED INC20,574$870,2800.1%
71CREDO TECHNOLOGY GROUP HOLDI3,100$843,0450.1%
72TPCTUTOR PERINI CORP10,000$829,7000.1%
73IRDMIRIDIUM COMMUNICATIONS INC15,000$822,7500.1%
74FTAI AVIATION LTD3,000$811,5900.1%
75HROWHARROW INC19,000$806,9300.1%
76MAREX GROUP PLC13,060$796,0070.1%
77ADEAADEIA INC24,000$790,3200.1%
78CHCICOMSTOCK HLDG COS INC49,236$787,2840.1%
79INVHINVITATION HOMES INC26,000$785,4600.1%
80ACTGACACIA RESH CORP166,672$776,6920.1%
81AMHAMERICAN HOMES 4 RENT23,000$770,9600.1%
82TLNTALEN ENERGY CORP2,000$768,5200.1%
83CACCCREDIT ACCEP CORP MICH1,200$764,0880.1%
84HBIOHARVARD BIOSCIENCE INC122,810$755,2820.1%
85CNXCNX RES CORP21,932$744,1530.1%
86KKRKKR & CO INC7,834$719,0050.1%
87PUMPPROPETRO HLDG CORP50,000$717,0000.1%
88MHOM/I HOMES INC4,368$702,3310.1%
89TIPTTIPTREE INC38,425$688,5760.1%
90UNFIUNITED NAT FOODS INC15,000$685,0500.1%
91BEATHEARTBEAM INC912,500$684,3750.1%
92BTIBRITISH AMERN TOB PLC11,003$679,5450.1%
93TDYTELEDYNE TECHNOLOGIES INC1,000$666,9000.1%
94MPTIM-TRON INDS INC6,568$651,2170.1%
95RTXRTX CORPORATION3,396$644,3230.1%
96PDEXPRO-DEX INC COLO10,835$634,3890.1%
97TECKTECK RESOURCES LTD10,489$623,6760.1%
98APPAPPLOVIN CORP1,200$618,2760.1%
99JAKKJAKKS PAC INC26,470$616,2220.1%
100PESIPERMA-FIX ENVIRONMENTAL SVCS42,649$609,4540.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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