CORSAIR CAPITAL MANAGEMENT, L.P.
•CIK: 1276470•Filing: Q4 2025
**CORSAIR CAPITAL MANAGEMENT, L.P.** manages $520M across a diversified portfolio of 149 positions. The firm exhibits significant concentration in technology and growth sectors, highlighted by the top holdings in GPGI ($80.9M) and LAUR ($62.3M). Further allocations include substantial positions in RHLD ($42.9M) and APG ($27.5M), indicating a focused, conviction-driven investment mandate. This structure suggests active, high-conviction capital deployment across select market leaders.
Total AUM
$508.3M
+ $11.4M in options
QoQ Performance
-9.8%
Positions
147
+ 1 option
Top 10 Concentration
66.6%
Latest Filing
Q4 2025
Top Holdings Allocation
GPGI
LAUR
RHLD
APG
SPY
GPGI15.6%
LAUR12.0%
RHLD8.3%
APG5.3%
SPY5.1%
ALIT4.8%
LMB4.7%
MIR4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.2%
Technology5.3%
Financial5.1%
ETF5.1%
Consumer0.2%
Industrial0.1%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
—
COMPOSECURE INC
SOLD
$30.3M
—
VERTIV HOLDINGS CO
SOLD
$11.3M
+41 more exited positions
Changes from Q3 2025
NEW29 new positions
↑47 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023