CORSAIR CAPITAL MANAGEMENT, L.P.
Top Portfolio Positions
147 positions ·
$712,423,059 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GPGI |
GPGI, Inc.
Industrials
|
8,465,789 | $144,764,991 | 20.32% | |
| VRT |
Vertiv Holdings Co
Industrials
|
577,152 | $144,622,748 | 20.30% | |
| LAUR |
Laureate Education, Inc.
Consumer Defensive
|
1,830,790 | $63,784,723 | 8.95% | |
| ALIT |
Alight, Inc. / Delaware
Technology
|
3,800,801 | $44,294,534 | 6.22% | |
| RHLD |
Resolute Holdings Management, Inc.
Industrials
|
259,091 | $42,050,469 | 5.90% | |
| APG |
APi Group Corp
Industrials
|
708,630 | $28,713,687 | 4.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
38,507 | $25,042,642 | 3.52% | |
| LMB |
Limbach Holdings, Inc.
Industrials
|
311,343 | $24,300,321 | 3.41% | |
| SPXC |
SPX Technologies, Inc.
Industrials
|
97,662 | $19,526,540 | 2.74% | |
| MIR |
Mirion Technologies, Inc.
Industrials
|
982,419 | $18,263,169 | 2.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LWAY
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,998 | 14,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $349,541 | 14,426 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $400,521 | 14,428 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $355,650 | 14,428 | Shares | Sole | 2026-04-21 | |
| 2025-03-31 | $345,796 | 14,143 | Shares | Sole | 2026-04-21 | |
| 2024-12-31 | $301,146 | 12,143 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $392,506 | 15,143 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||