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Portfolio (Quarterly) Guide ↗

CORSAIR CAPITAL MANAGEMENT, L.P.

· CIK 0001276470
13F Portfolio $605.3B AUM 167 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 40 New 27 Added 28 Reduced 27 Exited
Page 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NVGS NAVIGATOR HLDGS LTD Energy 20,000.0 $310K 0.05% $15.49 +54.1%
122 EVC ENTRAVISION COMMUNICATIONS C Communication Services 131,481.0 $306K 0.05% +30K +30.2% $2.33 +236.1%
123 XLE SELECT SECTOR SPDR TR 3,337.0 $298K 0.05% $89.34 -32.2%
124 VBNK VERSABANK NEW Financial Services 24,000.0 $293K 0.05% NEW $12.21 +40.1%
125 MODULAR MED INC 409,648.0 $287K 0.05% -164K -28.6% $0.70
126 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 27,943.0 $282K 0.05% NEW $10.10 -7.4%
127 EXPAND ENERGY CORPORATION 2,362.0 $251K 0.04% $106.24
128 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 19,844.0 $248K 0.04% $12.49 +30.3%
129 SENESTECH INC 55,149.0 $242K 0.04% +5K +10.2% $4.39
130 ASPI ASP ISOTOPES INC Basic Materials 25,000.0 $240K 0.04% NEW $9.62 -45.1%
131 SMC SUMMIT MIDSTREAM CORPORATION Energy 11,692.0 $240K 0.04% +1K +9.3% $20.54 +56.4%
132 MTCH MATCH GROUP INC NEW Communication Services 6,376.0 $225K 0.04% NEW $35.32 +0.2%
133 ECPG ENCORE CAP GROUP INC Financial Services 5,246.0 $219K 0.04% NEW $41.74 +95.5%
134 CLPT CLEARPOINT NEURO INC Healthcare 10,000.0 $218K 0.04% NEW $21.79 -48.9%
135 SOFI SOFI TECHNOLOGIES INC Financial Services 8,000.0 $211K 0.04% NEW $26.42 -40.9%
136 AHRT ARMADA HOFFLER PPTYS INC Financial Services 30,000.0 $210K 0.04% $7.01 -7.4%
137 LPTH LIGHTPATH TECHNOLOGIES INC Technology 25,000.0 $198K 0.03% NEW $7.93 +45.3%
138 LGCY LEGACY ED INC Consumer Defensive 20,000.0 $191K 0.03% NEW $9.57 +25.4%
139 CRNC CERENCE INC Technology 15,000.0 $187K 0.03% -5K -25.0% $12.46 -21.4%
140 LFT LUMENT FINANCE TRUST INC Real Estate 89,631.0 $181K 0.03% $2.02 -45.5%
Page 7 of 9  ·  166 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 57.7%
Financial Services 14.6%
Consumer Defensive 12.2%
Technology 8.8%
Communication Services 2.7%
Consumer Cyclical 1.7%
Energy 0.9%
Real Estate 0.8%
Utilities 0.3%
Basic Materials 0.2%