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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MHO M/I HOMES INC Consumer Cyclical 4,597.0 $515K 0.10% NEW $112.12 +7.8%
82 GLRE GREENLIGHT CAPITAL RE LTD Financial Services 35,602.0 $512K 0.10% NEW $14.37 +23.9%
83 FEIM FREQUENCY ELECTRS INC Technology 22,500.0 $511K 0.10% NEW $22.71 +148.9%
84 EEFT EURONET WORLDWIDE INC Technology 5,000.0 $507K 0.10% NEW $101.38 -32.7%
85 GLNG GOLAR LNG LTD Energy 12,000.0 $494K 0.09% NEW $41.19 +38.6%
86 NMM NAVIOS MARITIME PARTNERS L P Industrials 12,959.0 $488K 0.09% NEW $37.68 +90.5%
87 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,321.0 $485K 0.09% NEW $208.95 +67.5%
88 HNRG HALLADOR ENERGY COMPANY Energy 30,000.0 $475K 0.09% NEW $15.83 +11.9%
89 MRVL MARVELL TECHNOLOGY INC Technology 6,000.0 $464K 0.09% NEW $77.40 +118.9%
90 TGEN TECOGEN INC NEW Industrials 67,760.0 $461K 0.09% NEW $6.80 -16.0%
91 RAVE RAVE RESTAURANT GROUP INC Consumer Cyclical 163,555.0 $450K 0.08% NEW $2.75 -1.1%
92 MFIN MEDALLION FINL CORP Financial Services 47,096.0 $449K 0.08% NEW $9.53 +1.7%
93 CRH PLC 4,785.0 $439K 0.08% NEW $91.80
94 CBL INTL LTD 16,976.0 $431K 0.08% NEW $25.39
95 MODULAR MED INC 574,148.0 $428K 0.08% NEW $0.74
96 TECK TECK RESOURCES LTD Basic Materials 10,492.0 $424K 0.08% NEW $40.38 +45.9%
97 CNNE CANNAE HLDGS INC Consumer Cyclical 20,000.0 $417K 0.08% NEW $20.85 -36.7%
98 GNW GENWORTH FINL INC Financial Services 47,919.0 $373K 0.07% NEW $7.78 +18.5%
99 GFF GRIFFON CORP Industrials 5,057.0 $366K 0.07% NEW $72.37 +11.0%
100 LWAY LIFEWAY FOODS INC Consumer Defensive 14,428.0 $356K 0.07% NEW $24.65 -1.6%
Page 5 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%