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CORSAIR CAPITAL MANAGEMENT, L.P.13F | |
| CORSAIR CAPITAL MANAGEMENT, L.P. | |
| Last update 2025-05-15 | 123 Stocks (21 new) |
| Value $395.00 Mil | Turnover 8 % |
CORSAIR CAPITAL MANAGEMENT, L.... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIR | Mirion Technologies Inc | 3,072,003 | 44,544.0 | -3.08% | 11.260 | -0.37% | 1.330 | +53.55% | +21.43% | 4,881.5 | Industrial Products | |
VRT | Vertiv Holdings Co | 612,226 | 44,202.7 | -0.79% | 11.180 | -0.12% | 0.160 | +74.51% | +10.36% | 47,748.7 | Industrial Products | |
LAUR | Laureate Education Inc | 1,916,104 | 39,184.3 | -1.68% | 9.910 | -0.13% | 1.290 | +18.18% | +25.48% | 3,415.2 | Education | |
GDDY | GoDaddy Inc | 184,703 | 33,272.4 | -3.76% | 8.410 | -0.31% | 0.130 | -0.46% | -14.17% | 24,137.5 | Software | |
LMB | Limbach Holdings Inc | 312,460 | 23,268.9 | -0.06% | 5.880 | 0% | 2.690 | +42.68% | +45.90% | 1,450.8 | Construction | |
SPY | SPDR S&P 500 ETF Trust | 38,503 | 21,538.2 | 0% | 5.450 | 0% | 0.000 | +19.62% | +7.94% | 648,846.5 | ||
CMPO | CompoSecure Inc | 1,830,781 | 19,900.6 | New Holding | 5.030 | +5.03% | 1.790 | +37.08% | +12.35% | 1,486.7 | Industrial Products | |
APG | APi Group Corp | 755,733 | 18,016.7 | -0.22% | 4.560 | -0.01% | 0.180 | +48.36% | +43.37% | 14,276.6 | Construction | |
AON | Aon PLC | 40,452 | 16,144.0 | -0.31% | 4.080 | -0.01% | 0.020 | -3.68% | -0.99% | 76,490.2 | Insurance | |
SPXC | SPX Technologies Inc | 107,274 | 13,814.8 | -3.35% | 3.490 | -0.12% | 0.230 | +37.27% | +19.45% | 8,119.0 | Construction |
CORSAIR CAPITAL MANAGEMENT, L.P.'s Historical Top Holdings Breakdowns
CORSAIR CAPITAL MANAGEMENT, L.P.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMPO | CompoSecure Inc | 2025-03-31 | New Buy New Buy | +5.03% | 10.39 ($12.4) 14.51 | $14.53 | 17.18% | New holding | 1,830,781 | 1,830,781 | |
WSC | WillScot Holdings Corp | 2025-03-31 | Sold Out Sold Out | -4.03% | 27.8 ($34) 39.18 | $30.26 | -11.00% | Sold Out | 0 | -559,612 | |
CHDN | Churchill Downs Inc | 2025-03-31 | Reduce Reduce | -1.36% | 106.5 ($119.5) 132.91 | $108.06 | -9.58% | Reduce -59.66% | 31,967 | -47,282 | |
RHLD | Resolute Holdings Management Inc | 2025-03-31 | New Buy New Buy | +1.22% | 26 ($35.46) 50.49 | $42.14 | 18.84% | New holding | 153,505 | 153,505 | |
SPGI | S&P Global Inc | 2025-03-31 | Reduce Reduce | -1.14% | 478.26 ($510.97) 543.77 | $517.81 | 1.34% | Reduce -56.04% | 8,344 | -10,636 | |
ALIT | Alight Inc | 2025-03-31 | Reduce Reduce | -0.90% | 5.91 ($6.58) 7.05 | $5.58 | -15.20% | Reduce -69.57% | 262,759 | -600,669 | |
JBI | Janus International Group Inc | 2025-03-31 | Sold Out Sold Out | -0.72% | 6.95 ($7.94) 9.11 | $9.07 | 14.23% | Sold Out | 0 | -454,681 | |
IQV | IQVIA Holdings Inc | 2025-03-31 | Reduce Reduce | -0.62% | 176.3 ($194) 209.96 | $187.38 | -3.41% | Reduce -67.3% | 7,105 | -14,620 | |
VOYA | Voya Financial Inc | 2025-03-31 | Reduce Reduce | -0.51% | 65.1 ($70.01) 75.67 | $72.33 | 3.31% | Reduce -45.26% | 41,481 | -34,296 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-03-31 | New Buy New Buy | +0.48% | 114.9 ($128.55) 139.6 | $140.00 | 8.91% | New holding | 16,000 | 16,000 |
CORSAIR CAPITAL MANAGEMENT, L.P. Total Holding History ($B)
CORSAIR CAPITAL MANAGEMENT, L.P.'s Asset Allocation
CORSAIR CAPITAL MANAGEMENT, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CORSAIR CAPITAL MANAGEMENT, L.P.'s Hypothetical Growth since 2025-03-31
CORSAIR CAPITAL MANAGEMENT, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CORSAIR CAPITAL MANAGEMENT, L.P.'s Holdings Heat Map
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CORSAIR CAPITAL MANAGEMENT, L.P.'s Holdings Bubble Chart
CORSAIR CAPITAL MANAGEMENT, L.P. News
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