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Portfolio (Quarterly) Guide ↗

CORSAIR CAPITAL MANAGEMENT, L.P.

· CIK 0001276470
13F Portfolio $534.3B AUM 153 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 153 New
Page 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NN NEXTNAV INC Communication Services 67,777.0 $1.0M 0.19% NEW $15.20 +41.4%
42 AMZN AMAZON COM INC Consumer Cyclical 4,500.0 $987K 0.18% NEW $219.39 +20.7%
43 GTX GARRETT MOTION INC Consumer Cyclical 92,521.0 $972K 0.18% NEW $10.51 +194.8%
44 NLOP NET LEASE OFFICE PROPERTIES Real Estate 29,314.0 $954K 0.18% NEW $32.55 -64.7%
45 TLN TALEN ENERGY CORP Utilities 3,240.0 $942K 0.18% NEW $290.77 +14.9%
46 CLS CELESTICA INC Technology 6,000.0 $937K 0.17% NEW $156.11 +119.5%
47 CORZ CORE SCIENTIFIC INC NEW Technology 54,858.0 $936K 0.17% NEW $17.07 +41.8%
48 AER AERCAP HOLDINGS NV Industrials 7,950.0 $930K 0.17% NEW $117.00 +19.5%
49 BELFB BEL FUSE INC Technology 8,932.0 $873K 0.16% NEW $97.69 +164.4%
50 WLFC WILLIS LEASE FIN CORP Industrials 6,000.0 $857K 0.16% NEW $142.78 +26.1%
51 AM ANTERO MIDSTREAM CORP Energy 42,000.0 $796K 0.15% NEW $18.95 +17.6%
52 NVDA NVIDIA CORPORATION Technology 5,000.0 $790K 0.15% NEW $157.99 +42.6%
53 NPK NATIONAL PRESTO INDS INC Industrials 8,021.0 $786K 0.15% NEW $97.96 +40.9%
54 CNX CNX RES CORP Energy 21,927.0 $739K 0.14% NEW $33.68 +8.6%
55 RTX RTX CORPORATION Industrials 4,898.0 $715K 0.13% NEW $146.02 +17.2%
56 IJK ISHARES TR 7,833.0 $713K 0.13% NEW $90.98 +20.5%
57 VPG VISHAY PRECISION GROUP INC Technology 25,000.0 $702K 0.13% NEW $28.10 +246.3%
58 TSLA TESLA INC Consumer Cyclical 2,137.0 $679K 0.13% NEW $317.66 +32.9%
59 FOUR SHIFT4 PMTS INC Technology 6,559.0 $650K 0.12% NEW $99.11 -57.6%
60 GSR III ACQUISITION CORP 60,212.0 $650K 0.12% NEW $10.79
Page 3 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 58.2%
Financial Services 13.8%
Technology 11.7%
Consumer Defensive 9.7%
Communication Services 2.7%
Consumer Cyclical 1.8%
Energy 0.9%
Real Estate 0.7%
Healthcare 0.2%
Utilities 0.2%