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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CORSAIR CAPITAL MANAGEMENT, L.P.

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001013594-25-000991

Total Value
$522.1M
Positions
153
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (153)

#IssuerTicker / CUSIPSharesValue% of Filing
1VERTIV HOLDINGS COVRT611,781$78.6M15.05%
2MIRION TECHNOLOGIES INCMIR3,025,412$65.1M12.48%
3LAUREATE EDUCATION INCLAUR1,914,219$44.8M8.57%
4LIMBACH HLDGS INCLMB312,338$43.8M8.38%
5COMPOSECURE INC20459V1052,868,851$40.4M7.74%
6GODADDY INCGDDY184,562$33.2M6.37%
7API GROUP CORPAPG503,056$25.7M4.92%
8SPDR S&P 500 ETF TRSPY38,503$23.8M4.56%
9SPX TECHNOLOGIES INCSPXC107,123$18.0M3.44%
10AON PLCAON40,368$14.4M2.76%
11MICROSOFT CORPMSFT23,442$11.7M2.23%
12BERKSHIRE HATHAWAY INC DELBRK-A20,548$10.0M1.91%
13INVESCO QQQ TRIVZ13,342$7.4M1.41%
14ALPHABET INCGOOG39,437$6.9M1.33%
15RESOLUTE HLDGS MGMT INC76134H101153,505$4.9M0.94%
16S&P GLOBAL INCSPGI8,308$4.4M0.84%
17CINEVERSE CORPCNVS856,103$4.1M0.78%
18OWLET INCOWLTW438,349$3.7M0.71%
19CHURCHILL DOWNS INCCHDN31,827$3.2M0.62%
20VOYA FINANCIAL INCVOYA-PB41,481$2.9M0.56%
21ISHARES TR46428748118,000$2.5M0.48%
22ISHARES TR4642876488,484$2.4M0.46%
23APOLLO GLOBAL MGMT INC03769M10616,830$2.4M0.46%
24NEBIUS GROUP N.V.NBIS38,509$2.1M0.41%
25IREN LIMITEDIREN127,604$1.9M0.36%
26TURNING PT BRANDS INC90041L10524,497$1.9M0.36%
27APPLE INCAAPL8,986$1.8M0.35%
28POWER SOLUTIONS INTL INC73933G20225,635$1.7M0.32%
29BGC GROUP INCBGC137,724$1.4M0.27%
30ALPHA COGNITION INCACOG134,898$1.3M0.24%
31MICRON TECHNOLOGY INCMU10,000$1.2M0.24%
32DANAOS CORPORATIONDAC14,000$1.2M0.23%
33PITNEY BOWES INCPBI-PB110,476$1.2M0.23%
34SPDR GOLD TRGLD3,641$1.1M0.21%
35MORGAN STANLEYMS-PQ7,814$1.1M0.21%
36CAPITAL ONE FINL CORP14040H1054,981$1.1M0.20%
37KKR & CO INCKKRT7,832$1.0M0.20%
38PRIORITY TECHNOLOGY HLDGS INPRTHU133,418$1.0M0.20%
39NEXTNAV INCNXNVW67,777$1.0M0.20%
40AMAZON COM INCAMZN4,500$987,2550.19%
41GARRETT MOTION INCGTX92,521$972,3960.19%
42NET LEASE OFFICE PROPERTIESNLOP29,314$954,1710.18%
43TALEN ENERGY CORPTLN3,240$942,0950.18%
44CELESTICA INCCLS6,000$936,6600.18%
45CORE SCIENTIFIC INC NEW21874A10654,858$936,4260.18%
46AERCAP HOLDINGS NVAER7,950$930,1500.18%
47BEL FUSE INCBELFB8,932$872,5670.17%
48WILLIS LEASE FIN CORPWLFC6,000$856,6800.16%
49ANTERO MIDSTREAM CORPAM42,000$795,9000.15%
50NVIDIA CORPORATIONNVDA5,000$789,9500.15%
51NATIONAL PRESTO INDS INC6372151048,021$785,7370.15%
52CNX RES CORPCNX21,927$738,5010.14%
53RTX CORPORATIONRTX4,898$715,2060.14%
54ISHARES TR4642876067,833$712,6460.14%
55VISHAY PRECISION GROUP INCVPG25,000$702,5000.13%
56TESLA INCTSLA2,137$678,8390.13%
57SHIFT4 PMTS INC82452J1096,559$650,0620.12%
58GSR III ACQUISITION CORPG4R10310760,212$649,6870.12%
59IQVIA HLDGS INCIQV4,105$646,9070.12%
60IAC INCIAC17,323$646,8410.12%
61INDUSTRIAL LOGISTICS PPTYS T456237106140,251$638,1420.12%
62GBANK FINL HLDGS INC36166F10017,534$620,8790.12%
63BROOKFIELD CORP11271J10710,000$618,5000.12%
64TEEKAY CORPORATION LTDTK72,738$600,0890.11%
65DONNELLEY FINL SOLUTIONS INC25787G1009,655$595,2310.11%
66MAREX GROUP PLCMRX14,932$589,3660.11%
67OPPENHEIMER HLDGS INCOPY8,943$588,1810.11%
68RAMACO RES INCMETCZ71,495$584,8290.11%
69BARNES & NOBLE ED INCBNED49,000$576,7300.11%
70ST JOE COJOE12,000$572,4000.11%
71JAKKS PAC INCJAKK27,526$571,9900.11%
72ELECTROMED INCELMD25,569$562,2620.11%
73ROBINHOOD MKTS INC7707001026,000$561,7800.11%
74FIVE POINT HOLDINGS LLCFPH100,021$550,1160.11%
75ONITY GROUP INCONIT14,000$534,3800.10%
76NATHANS FAMOUS INC NEWNATH4,748$525,0340.10%
77BRITISH AMERN TOB PLC11044810711,000$520,6300.10%
78COMSTOCK HLDG COS INCLODE51,131$515,9120.10%
79M/I HOMES INCMHO4,597$515,4160.10%
80GREENLIGHT CAPITAL RE LTDGLRE35,602$511,6010.10%
81FREQUENCY ELECTRS INCFRQN22,500$510,9750.10%
82EURONET WORLDWIDE INCEEFT5,000$506,9000.10%
83GOLAR LNG LTDGLNG12,000$494,2800.09%
84NAVIOS MARITIME PARTNERS L PNMM12,959$488,2950.09%
85MADISON SQUARE GRDN SPRT COR55825T1032,321$484,9730.09%
86HALLADOR ENERGY COMPANYHNRG30,000$474,9000.09%
87MARVELL TECHNOLOGY INCMRVL6,000$464,4000.09%
88TECOGEN INC NEWTGEN67,760$460,7680.09%
89RAVE RESTAURANT GROUP INCRAVE163,555$449,7760.09%
90MEDALLION FINL CORP58392810647,096$448,8250.09%
91CRH PLCCRH4,785$439,2630.08%
92CBL INTL LTDG1991X10916,976$431,0210.08%
93MODULAR MED INCMODD574,148$427,7400.08%
94TECK RESOURCES LTDTCKRF10,492$423,6670.08%
95CANNAE HLDGS INCCNNE20,000$417,0000.08%
96GENWORTH FINL INC37247D10647,919$372,8100.07%
97GRIFFON CORPGFF5,057$365,9750.07%
98LIFEWAY FOODS INCLWAY14,428$355,6500.07%
99ADVANCED MICRO DEVICES INCAMD2,500$354,7500.07%
100TIPTREE INCTIPT15,000$353,7000.07%
101INTERNATIONAL PAPER CO46014610314,521$348,7940.07%
102APARTMENT INVT & MGMT COAPA40,291$348,5170.07%
103KINDER MORGAN INC DELEP-PC11,820$347,5080.07%
104DLOCAL LTDDLO30,000$340,2000.07%
105SPDR S&P MIDCAP 400 ETF TRMDY597$338,1890.06%
106SEADRILL LTDSDRL12,000$315,0000.06%
107SUPERCOM LTD NEWSPCB30,000$311,4000.06%
108SELECT SECTOR SPDR TR81369Y5063,337$283,0110.05%
109NAVIGATOR HLDGS LTDNVGS20,000$283,0000.05%
110RIOT PLATFORMS INCRIOT25,000$282,5000.05%
111ACACIA RESH CORP00388130778,279$280,2390.05%
112UNITED NAT FOODS INCUNTCW12,000$279,7200.05%
113EXPAND ENERGY CORPORATIONEXE2,362$276,2120.05%
114GRAY MEDIA INCGTN-A60,877$275,7730.05%
115INNOVATIVE SOLUTIONS & SUPPOISSC19,844$275,4350.05%
116MIND TECHNOLOGY INCMIND32,536$274,6040.05%
117SUMMIT MIDSTREAM CORPORATIONSMC10,692$262,2750.05%
118SENESTECH INCSNES50,049$254,7490.05%
119ENTRAVISION COMMUNICATIONS CEVC100,985$234,2850.04%
120DIGI PWR X INC25380B10276,824$215,8750.04%
121ARTERIS INCAIP22,557$214,9680.04%
122PERMA-PIPE INTL HLDGS INC7141671039,374$214,3830.04%
123ARMADA HOFFLER PPTYS INC04208T10830,000$206,1000.04%
124CERENCE INCCRNC20,000$204,2000.04%
125LUMENT FINANCE TRUST INCLFT-PA89,631$198,0850.04%
126SINCLAIR INCSBGI13,301$183,8200.04%
127GILAT SATELLITE NETWORKS LTDGILT20,000$141,8000.03%
128ZEDGE INCZDGE31,870$127,7990.02%
129CODA OCTOPUS GROUP INCCODA15,579$127,4360.02%
130MF INTL LTDG6065C11320,926$126,8120.02%
131RENOVORX INCRNXT95,373$125,4160.02%
132AWARE INC MASSAWRE65,547$123,8840.02%
133GAMBLING COM GROUP LIMITEDGAMB10,000$118,9000.02%
134SUNRISE RLTY TR INC86798110210,000$106,0000.02%
135APPLIED DIGITAL CORPAPLD10,000$100,7000.02%
136VERTIV HOLDINGS COVRT750$96,3080.02%
137BIT DIGITAL INCBTBT35,000$76,6500.01%
138OPORTUN FINL CORP68376D10410,000$71,6000.01%
139GSR III ACQUISITION CORPG4R10313110,000$68,3010.01%
140ALTO INGREDIENTS INCALTO50,500$58,0750.01%
141MOBILICOM LTDMOBBW20,000$50,4000.01%
142ROCKWELL MED INCRMTI55,000$46,6400.01%
143INNOVIZ TECHNOLOGIES LTDINVZW25,000$41,0000.01%
144RICHTECH ROBOTICS INCRR20,000$39,0000.01%
145BEELINE HOLDINGS INCBLNE20,000$29,6000.01%
146BROADWIND INCBWEN16,308$29,5170.01%
147COMPOSECURE INC20459V9051,910$26,9120.01%
148XCEL BRANDS INCXELB14,801$26,7900.01%
149FUEL TECH INCFTEK10,000$25,2000.00%
150INSPIRA TECHNOLOGIES OXY BHNM5363710025,000$21,2500.00%
151VYNE THERAPEUTICS INCVYNE10,000$16,5000.00%
152GENIUS GROUP LTDGNS10,000$13,6000.00%
153NEUROONE MED TECHNOLOGIES CO64130M20918,094$12,2730.00%