CORSAIR CAPITAL MANAGEMENT, L.P. — 13F holdings

CORSAIR CAPITAL MANAGEMENT, L.P. reported 165 holdings worth $800M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VRT VERTIV HOLDINGS CO — $192M (24.0%)
2. GPGI COMPOSECURE INC — $135M (16.9%)
3. FLEX FLEX LTD — $48.9M (6.1%)
4. LAUR LAUREATE EDUCATION INC — $46.2M (5.8%)
5. RHLD RESOLUTE HLDGS MGMT INC — $39.0M (4.9%)
6. SPY SPDR S&P 500 ETF TR — $28.4M (3.6%)
7. APG API GROUP CORP — $28.2M (3.5%)
8. SPXC SPX TECHNOLOGIES INC — $26.3M (3.3%)
9. LMB LIMBACH HLDGS INC — $22.2M (2.8%)
10. MIR MIRION TECHNOLOGIES INC — $15.6M (1.9%)