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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 2,500.0 $355K 0.07% NEW $141.90 +196.7%
102 TIPT TIPTREE INC Financial Services 15,000.0 $354K 0.07% NEW $23.58 -29.6%
103 IP INTERNATIONAL PAPER CO Consumer Cyclical 14,521.0 $349K 0.07% NEW $24.02 +26.0%
104 APARTMENT INVT & MGMT CO 40,291.0 $349K 0.07% NEW $8.65
105 KMI KINDER MORGAN INC DEL Energy 11,820.0 $348K 0.07% NEW $29.40 +14.4%
106 DLO DLOCAL LTD Technology 30,000.0 $340K 0.06% NEW $11.34 -2.9%
107 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 597.0 $338K 0.06% NEW $566.48 +16.2%
108 SEADRILL LTD 12,000.0 $315K 0.06% NEW $26.25
109 SUPERCOM LTD NEW 30,000.0 $311K 0.06% NEW $10.38
110 XLE SELECT SECTOR SPDR TR 3,337.0 $283K 0.05% NEW $84.81 -28.6%
111 NVGS NAVIGATOR HLDGS LTD Energy 20,000.0 $283K 0.05% NEW $14.15 +68.7%
112 RIOT RIOT PLATFORMS INC Financial Services 25,000.0 $282K 0.05% NEW $11.30 +107.9%
113 ACTG ACACIA RESH CORP Industrials 78,279.0 $280K 0.05% NEW $3.58 +29.6%
114 UNFI UNITED NAT FOODS INC Consumer Defensive 12,000.0 $280K 0.05% NEW $23.31 +116.9%
115 EXPAND ENERGY CORPORATION 2,362.0 $276K 0.05% NEW $116.94
116 GTN GRAY MEDIA INC Communication Services 60,877.0 $276K 0.05% NEW $4.53 -8.4%
117 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 19,844.0 $275K 0.05% NEW $13.88 +17.2%
118 MIND TECHNOLOGY INC 32,536.0 $275K 0.05% NEW $8.44
119 SMC SUMMIT MIDSTREAM CORPORATION Energy 10,692.0 $262K 0.05% NEW $24.53 +31.0%
120 SENESTECH INC 50,049.0 $255K 0.05% NEW $5.09
Page 6 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%