Corsair Capital Management, L.p.
Annual return '25
+17.3%
SPY '25
+17.7%
Alpha
-0.4ptsvs SPY
Invested
$673M
Holdings
151
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GPGI
GPGI INC
Q4 2025: Exited (was 4.23M shares)
21.5%
02
$VRT
VERTIV HOLDINGS CO
Q4 2025: Exited (was 605.5k shares)
21.5%
03
$LAUR
LAUREATE ED INC
Q4 2025: Exited (was 1.91M shares)
9.5%
04
$RHLD
RESOLUTE HLDGS MGMT INC
Q4 2025: Exited (was 153.5k shares)
6.2%
05
$APG
API GROUP CORP
Q4 2025: Exited (was 751.0k shares)
4.3%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (200.0k shares)
3.7%
07
$LMB
LIMBACH HLDGS INC
Q4 2025: Exited (was 311.3k shares)
3.6%
08
$SPXC
SPX TECHNOLOGIES INC
Q4 2025: Exited (was 105.4k shares)
2.9%
09
$MIR
MIRION TECHNOLOGIES INC
Q4 2025: Exited (was 1.05M shares)
2.7%
10
$AON
AON PLC
Q4 2025: Exited (was 39.7k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:14 UTC.