StockDriftsStockDriftsTop 50 Corsair Capital Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 24.13% | 572.6K | $191.7M | -0.78%(-4.51K) | $19.34(+1430.33%) | 2026-06-30 | |
| GPGI | GPGI INC | 16.99% | 8.52M | $135.0M | +0.62%(+52.07K) | $15.50(-17.54%) | 2026-06-30 | |
| LAUR | LAUREATE ED INC | 5.81% | 1.27M | $46.2M | -30.54%(-559.18K) | $10.13(+271.29%) | 2026-06-30 | |
| FLEX | FLEX LTD | 5.44% | 266.4K | $43.2M | new | $111.32(+15.68%) | 2026-06-30 | |
| RHLD | RESOLUTE HLDGS MGMT INC | 4.91% | 269.7K | $39.0M | +4.09%(+10.59K) | $86.78(+53.79%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.58% | 38.1K | $28.4M | -1.06%(-410) | $554.39(+39.86%) | 2026-06-30 | |
| APG | API GROUP CORP | 3.55% | 665.6K | $28.2M | -6.07%(-43.02K) | $13.22(+232.36%) | 2026-06-30 | |
| SPXC | SPX TECHNOLOGIES INC | 3.31% | 107.3K | $26.3M | +9.86%(+9.62K) | $156.68(+38.90%) | 2026-06-30 | |
| LMB | LIMBACH HLDGS INC | 2.79% | 287.7K | $22.2M | -7.60%(-23.66K) | $46.44(-2.98%) | 2026-06-30 | |
| MIR | MIRION TECHNOLOGIES INC | 1.96% | 867.7K | $15.6M | -11.68%(-114.75K) | $10.38(+53.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.37% | +70.07% | +8.91% | +53.22% |
| Top 20 Holdings Unweighted | +25.33% | +96.87% | +10.75% | +66.65% |
Corsair Capital Management L P reports $800.20M in US-listed equity holdings across 164 positions in its most recent 13F filing. Its largest disclosed positions are VRT (24.1%), GPGI (17.0%) and LAUR (5.8%). The top 20 holdings account for 84.03% of reported assets. Its disclosed equity book has returned +70.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Corsair Capital Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1276470). View Corsair Capital Management L P’s 13F filings on SEC