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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

Institutional Manager · CIK 0001276470

CORSAIR CAPITAL MANAGEMENT, L.P.

NEW YORK, NY · File #028-10823

Latest AUM
$644.0M
Positions
152
Top-10 Concentration
72.6%
Filings
13

Sector Allocation

Industrials
32.8%$210.9M
Technology
9.2%$59.5M
Financials
6.0%$38.3M
Materials
0.9%$5.7M
Healthcare
0.8%$5.5M
Energy
0.6%$4.0M
Real Estate
0.4%$2.3M
Utilities
0.1%$749,680

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VERTIV HOLDINGS COVRT593,552$96.2M16.15%
2COMPOSECURE INC20459V1054,198,078$80.9M13.59%
3LAUREATE EDUCATION INCLAUR1,850,790$62.3M10.47%
4RESOLUTE HLDGS MGMT INC76134H101207,774$42.9M7.20%
5API GROUP CORPAPG718,630$27.5M4.62%
6SPDR S&P 500 ETF TRSPY38,507$26.3M4.41%
7ALIGHT INCALIT12,667,098$24.7M4.15%
8COMPOSECURE INC20459V1051,265,900$24.4M4.10%
9LIMBACH HLDGS INCLMB311,343$24.2M4.07%
10MIRION TECHNOLOGIES INCMIR982,419$23.0M3.86%
11SPX TECHNOLOGIES INCSPXC100,662$20.1M3.38%
12AON PLCAON40,101$14.2M2.38%
13ALPHABET INCGOOG39,440$12.3M2.07%
14GODADDY INCGDDY93,280$11.6M1.94%
15VERTIV HOLDINGS COVRT70,500$11.4M1.92%
16MICROSOFT CORPMSFT23,444$11.3M1.90%
17BERKSHIRE HATHAWAY INC DELBRK-A20,547$10.3M1.73%
18INVESCO QQQ TRIVZ13,342$8.2M1.38%
19IREN LIMITEDIREN142,615$5.4M0.90%
20S&P GLOBAL INCSPGI7,999$4.2M0.70%