CORSAIR CAPITAL MANAGEMENT, L.P. quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CORSAIR CAPITAL MANAGEMENT, L.P. opened 28 positions, added to 19, reduced 41, sold out of 21 and left 61 unchanged. The largest increase in value was VRT (+$47,109,581); the largest decrease was LAUR (-$17,599,958).
- VRT: Country of operation United States; Class COM CL A; Shares 2026-03-31 577,152; Shares 2026-06-30 572,643.
- LAUR: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 1,830,790; Shares 2026-06-30 1,271,607.
- MU: Country of operation United States; Class COM; Shares 2026-03-31 10,001; Shares 2026-06-30 9,001.
- NBIS: Country of operation —; Class SHS CLASS A; Shares 2026-03-31 19,611; Shares 2026-06-30 18,111.
Two Form 13F-HR filings compared (SEC CIK 1276470): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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VRT
VERTIV HOLDINGS CO | United States | COM CL A | 577,152 | 572,643 | -4,509 | $144,622,748 | $191,732,329 | +$47,109,581 |
|---|
LAUR
LAUREATE ED INC | United States | COMMON STOCK | 1,830,790 | 1,271,607 | -559,183 | $63,784,724 | $46,184,766 | -$17,599,958 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 10,001 | 9,001 | -1,000 | $3,378,738 | $10,389,764 | +$7,011,026 |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 19,611 | 18,111 | -1,500 | $2,034,837 | $5,001,715 | +$2,966,878 |
|---|
MIR
MIRION TECHNOLOGIES INC | United States | COM CL A | 982,419 | 867,670 | -114,749 | $18,263,169 | $15,557,323 | -$2,705,846 |
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VPG
VISHAY PRECISION GROUP INC | United States | COM | 31,002 | 25,002 | -6,000 | $1,346,107 | $3,748,050 | +$2,401,943 |
|---|
LMB
LIMBACH HLDGS INC | United States | COM | 311,343 | 287,685 | -23,658 | $24,300,321 | $22,151,745 | -$2,148,576 |
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IREN
IREN LIMITED | | ORDINARY SHARES | 130,115 | 125,596 | -4,519 | $4,460,342 | $5,743,505 | +$1,283,163 |
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ZD
ZIFF DAVIS INC | United States | COM | 45,000 | 20,000 | -25,000 | $1,888,200 | $1,047,400 | -$840,800 |
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VISN
VISTANCE NETWORKS INC | United States | COM | 110,000 | 98,000 | -12,000 | $2,002,000 | $1,252,440 | -$749,560 |
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CIFR
CIPHER DIGITAL INC | United States | COM | 66,855 | 56,855 | -10,000 | $860,424 | $1,392,948 | +$532,524 |
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APG
API GROUP CORP | United States | COM STK | 708,630 | 665,609 | -43,021 | $28,713,688 | $28,188,541 | -$525,147 |
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BW
BABCOCK & WILCOX ENTERPRISES | United States | COM | 50,000 | 20,000 | -30,000 | $734,500 | $282,000 | -$452,500 |
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UWMC
UWM HOLDINGS CORPORATION | United States | COM CL A | 115,000 | 15,000 | -100,000 | $416,300 | $34,350 | -$381,950 |
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CBL
CBL & ASSOC PPTYS INC | United States | COMMON STOCK | 27,183 | 26,858 | -325 | $1,044,643 | $1,425,891 | +$381,248 |
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CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 5,000 | 3,100 | -1,900 | $469,350 | $843,045 | +$373,695 |
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GTX
GARRETT MOTION INC | | COM | 45,530 | 33,030 | -12,500 | $827,280 | $1,196,677 | +$369,397 |
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VVX
V2X INC | United States | COM | 18,000 | 12,000 | -6,000 | $1,233,000 | $894,720 | -$338,280 |
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MSFT
MICROSOFT CORP | United States | COM | 23,444 | 22,460 | -984 | $8,678,265 | $8,378,029 | -$300,236 |
|---|
HNRG
HALLADOR ENERGY COMPANY | United States | COM | 41,009 | 22,509 | -18,500 | $667,627 | $391,432 | -$276,195 |
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ELMD
ELECTROMED INC | United States | COM | 25,574 | 20,574 | -5,000 | $598,687 | $870,280 | +$271,593 |
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IRDM
IRIDIUM COMMUNICATIONS INC | United States | COM | 20,000 | 15,000 | -5,000 | $554,800 | $822,750 | +$267,950 |
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AAOI
APPLIED OPTOELECTRONICS INC | United States | COM | 8,000 | 3,000 | -5,000 | $676,720 | $444,480 | -$232,240 |
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AON
AON PLC | Ireland | SHS CL A | 40,101 | 38,379 | -1,722 | $12,943,801 | $12,729,931 | -$213,870 |
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HBIO
HARVARD BIOSCIENCE INC | United States | COM | 124,810 | 122,810 | -2,000 | $607,825 | $755,282 | +$147,457 |
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NN
NEXTNAV INC | United States | COMMON STOCK | 19,790 | 10,000 | -9,790 | $317,036 | $178,300 | -$138,736 |
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GLNG
GOLAR LNG LTD | | SHS | 27,503 | 27,167 | -336 | $1,488,187 | $1,354,003 | -$134,184 |
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AAPL
APPLE INC | United States | COM | 8,986 | 8,312 | -674 | $2,280,557 | $2,405,160 | +$124,603 |
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SPGI
S&P GLOBAL INC | United States | COM | 6,529 | 6,520 | -9 | $2,777,045 | $2,655,335 | -$121,710 |
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MNY
MONEYHERO LIMTED | | ORD SHS | 204,870 | 179,870 | -25,000 | $270,428 | $156,757 | -$113,671 |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 15,001 | 12,001 | -3,000 | $607,090 | $511,123 | -$95,967 |
|---|
BGC
BGC GROUP INC | United States | CL A | 123,738 | 122,174 | -1,564 | $1,210,158 | $1,306,040 | +$95,882 |
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AMPG
AMPLITECH GROUP INC | United States | COM NEW | 69,722 | 30,722 | -39,000 | $132,472 | $213,825 | +$81,353 |
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FEIM
FREQUENCY ELECTRS INC | United States | COM | 60,070 | 41,070 | -19,000 | $2,658,698 | $2,724,995 | +$66,297 |
|---|
MFIN
MEDALLION FINANCIAL CORP | United States | COM | 57,849 | 54,849 | -3,000 | $495,187 | $560,008 | +$64,821 |
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SHMD
SCHMID GROUP N.V. | | EURO SHS CL A | 28,000 | 14,800 | -13,200 | $148,400 | $92,648 | -$55,752 |
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CNVS
CINEVERSE CORP | United States | COM CL A | 1,119,650 | 920,150 | -199,500 | $2,687,160 | $2,732,846 | +$45,686 |
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KLAR
KLARNA GROUP PLC | United Kingdom | SHS | 40,000 | 25,000 | -15,000 | $523,600 | $506,000 | -$17,600 |
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CLS
CELESTICA INC | | COM | 2,000 | 1,500 | -500 | $563,360 | $547,200 | -$16,160 |
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GBFH
GBANK FINL HLDGS INC | United States | COM | 13,528 | 11,528 | -2,000 | $362,009 | $349,414 | -$12,595 |
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PBI
PITNEY BOWES INC | United States | COM | 43,495 | 27,495 | -16,000 | $480,620 | $481,712 | +$1,092 |
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