CORSAIR CAPITAL MANAGEMENT, L.P.
NEW YORK NY · SEC CIK 0001276470
$8.00亿2026Q2 申报市值
165持仓数
71.9%前十大占比 · 第一大 24.0%
32 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FLEX 新建仓+$4,318.34万
GOOG 新建仓+$1,349.64万
OPFI 加仓+$1,016.53万
SMH 新建仓+$557.51万
SPXC 加仓+$235.98万
2026Q2 卖出最多 按季末市值估算
LAUR 减仓-$2,030.95万
GOOGL 清仓-$1,134.14万
MIR 减仓-$205.74万
APG 减仓-$182.19万
LMB 减仓-$182.17万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -39,440 | -100.0% | -$1,134.14万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -8,662 | -100.0% | -$71.61万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$64.63万 | 清仓 |
| DLO | DLOCAL LTD | $0 | 0.00% | 0 | -48,015 | -100.0% | -$62.28万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -9,000 | -100.0% | -$59.19万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$53.84万 | 清仓 |
| — | ASSERTIO HOLDINGS INC | $0 | 0.00% | 0 | -25,549 | -100.0% | -$48.70万 | 清仓 |
| — | NATHANS FAMOUS INC | $0 | 0.00% | 0 | -4,746 | -100.0% | -$47.81万 | 清仓 |
| ONIT | ONITY GROUP INC | $0 | 0.00% | 0 | -12,003 | -100.0% | -$47.14万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -4,000 | -100.0% | -$46.83万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$45.23万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$35.14万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -12,000 | -100.0% | -$30.60万 | 清仓 |
| — | WILLOW LANE ACQUISITION CORP | $0 | 0.00% | 0 | -25,728 | -100.0% | -$27.40万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,504 | -100.0% | -$24.80万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.71万 | 清仓 |
| — | MAIA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$14.00万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$13.33万 | 清仓 |
| — | NEURAXIS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$7.40万 | 清仓 |
| — | CPI AEROSTRUCTURES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.92万 | 清仓 |
| FIP | FTAI INFRASTRUCTURE INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$9,880 | 清仓 |
| — | ROCKWELL MED INC | $2.75万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $3.44万 | 0.00% | 15,000 | -100,000 | -87.0% | -$22.90万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $5.94万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | REIN THERAPEUTICS INC | $8.32万 | 0.01% | 80,000 | 80,000 | — | $8.32万 | 新建仓 |
| — | SCHMID GROUP N.V. | $9.26万 | 0.01% | 14,800 | -13,200 | -47.1% | -$8.26万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $9.39万 | 0.01% | 10,000 | 10,000 | — | $9.39万 | 新建仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $12.86万 | 0.02% | 56,405 | 56,405 | — | $12.86万 | 新建仓 |
| — | OWLET INC | $15.15万 | 0.02% | 26,388 | 0 | 0.0% | — | 不变 |
| — | MONEYHERO LIMTED | $15.68万 | 0.02% | 179,870 | -25,000 | -12.2% | -$2.18万 | 减仓 |
| NN | NEXTNAV INC | $17.83万 | 0.02% | 10,000 | -9,790 | -49.5% | -$17.46万 | 减仓 |
| — | CODA OCTOPUS GROUP INC | $18.99万 | 0.02% | 19,438 | 5,000 | 34.6% | $4.88万 | 加仓 |
| — | LIQTECH INTL INC | $21.23万 | 0.03% | 250,000 | 250,000 | — | $21.23万 | 新建仓 |
| — | AMPLITECH GROUP INC | $21.38万 | 0.03% | 30,722 | -39,000 | -55.9% | -$27.14万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES | $21.50万 | 0.03% | 19,317 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $23.00万 | 0.03% | 5,000 | 5,000 | — | $23.00万 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC | $25.82万 | 0.03% | 6,639 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $26.72万 | 0.03% | 20,000 | 20,000 | — | $26.72万 | 新建仓 |
| — | PERMA-PIPE INTL HLDGS INC | $27.44万 | 0.03% | 10,077 | 1,700 | 20.3% | $4.63万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $28.20万 | 0.04% | 20,000 | -30,000 | -60.0% | -$42.30万 | 减仓 |
| CAT | CATERPILLAR INC | $28.33万 | 0.04% | 266 | 266 | — | $28.33万 | 新建仓 |
| — | TECOGEN INC NEW | $28.72万 | 0.04% | 55,017 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $29.12万 | 0.04% | 70,000 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $30.66万 | 0.04% | 3,362 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $32.37万 | 0.04% | 2,000 | 2,000 | — | $32.37万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $33.06万 | 0.04% | 25,000 | 25,000 | — | $33.06万 | 新建仓 |
| — | GBANK FINL HLDGS INC | $34.94万 | 0.04% | 11,528 | -2,000 | -14.8% | -$6.06万 | 减仓 |
| — | LEGACY ED INC | $35.21万 | 0.04% | 29,939 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $35.44万 | 0.04% | 6,672 | 0 | 0.0% | — | 不变 |
| — | SIFCO INDS INC | $36.70万 | 0.05% | 15,682 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTL HLDGS INC | $37.16万 | 0.05% | 10,000 | 10,000 | — | $37.16万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $37.78万 | 0.05% | 11,816 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $37.90万 | 0.05% | 5,000 | 5,000 | — | $37.90万 | 新建仓 |
| — | TRIO TECH INTL | $38.16万 | 0.05% | 30,970 | 30,970 | — | $38.16万 | 新建仓 |
| HNRG | HALLADOR ENERGY COMPANY | $39.14万 | 0.05% | 22,509 | -18,500 | -45.1% | -$32.17万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $39.85万 | 0.05% | 6,000 | 6,000 | — | $39.85万 | 新建仓 |
| — | SUNRISE RLTY TR INC | $40.06万 | 0.05% | 50,704 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $40.63万 | 0.05% | 42,904 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $41.99万 | 0.05% | 597 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR | $42.25万 | 0.05% | 250,000 | 250,000 | — | $42.25万 | 新建仓 |
| LWAY | LIFEWAY FOODS INC | $43.05万 | 0.05% | 14,426 | 0 | 0.0% | — | 不变 |
| CLMT | CALUMET INC | $43.22万 | 0.05% | 12,000 | 12,000 | — | $43.22万 | 新建仓 |
| KSPI | KASPI KZ JSC | $43.32万 | 0.05% | 5,000 | 5,000 | — | $43.32万 | 新建仓 |
| INTR | INTER & CO INC | $43.44万 | 0.05% | 80,000 | 80,000 | — | $43.44万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $43.87万 | 0.05% | 1,500 | 1,500 | — | $43.87万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $43.99万 | 0.05% | 15,000 | 15,000 | — | $43.99万 | 新建仓 |
| GFF | GRIFFON CORP | $44.37万 | 0.06% | 4,549 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $44.45万 | 0.06% | 3,000 | -5,000 | -62.5% | -$74.08万 | 减仓 |
| SDRL | SEADRILL LTD | $45.40万 | 0.06% | 12,003 | 0 | 0.0% | — | 不变 |
| — | BRANCHOUT FOOD INC | $46.00万 | 0.06% | 100,000 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $47.25万 | 0.06% | 30,000 | 30,000 | — | $47.25万 | 新建仓 |
| — | RAVE RESTAURANT GROUP INC | $47.51万 | 0.06% | 145,302 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $48.17万 | 0.06% | 27,495 | -16,000 | -36.8% | -$28.03万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $48.72万 | 0.06% | 48,715 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INC | $48.95万 | 0.06% | 5,247 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $50.60万 | 0.06% | 25,000 | -15,000 | -37.5% | -$30.36万 | 减仓 |
| BN | BROOKFIELD CORP | $51.11万 | 0.06% | 12,001 | -3,000 | -20.0% | -$12.78万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $51.18万 | 0.06% | 20,000 | 20,000 | — | $51.18万 | 新建仓 |
| KBR | KBR INC | $51.80万 | 0.06% | 15,000 | 15,000 | — | $51.80万 | 新建仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $53.69万 | 0.07% | 20,517 | 6,000 | 41.3% | $15.70万 | 加仓 |
| CLS | CELESTICA INC | $54.72万 | 0.07% | 1,500 | -500 | -25.0% | -$18.24万 | 减仓 |
| FPH | FIVE POINT HOLDINGS LLC | $55.37万 | 0.07% | 105,064 | 0 | 0.0% | — | 不变 |
| — | MEDALLION FINANCIAL CORP | $56.00万 | 0.07% | 54,849 | -3,000 | -5.2% | -$3.06万 | 减仓 |
| IQV | IQVIA HLDGS INC | $56.86万 | 0.07% | 2,943 | 0 | 0.0% | — | 不变 |
| GLRE | GREENLIGHT CAP RE LTD | $57.59万 | 0.07% | 35,591 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $58.37万 | 0.07% | 12,000 | 1,941 | 19.3% | $9.44万 | 重新持有 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $60.95万 | 0.08% | 42,649 | 5,000 | 13.3% | $7.14万 | 加仓 |
| JAKK | JAKKS PAC INC | $61.62万 | 0.08% | 26,470 | 2,500 | 10.4% | $5.82万 | 加仓 |
| APP | APPLOVIN CORP | $61.83万 | 0.08% | 1,200 | 600 | 100.0% | $30.91万 | 加仓 |
| TECK | TECK RESOURCES LTD | $62.37万 | 0.08% | 10,489 | 0 | 0.0% | — | 不变 |
| — | PRO-DEX INC COLO | $63.44万 | 0.08% | 10,835 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $64.43万 | 0.08% | 3,396 | 0 | 0.0% | — | 不变 |
| MPTI | M-TRON INDS INC | $65.12万 | 0.08% | 6,568 | 833 | 14.5% | $8.26万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $66.69万 | 0.08% | 1,000 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $67.95万 | 0.08% | 11,003 | 0 | 0.0% | — | 重新持有 |
| — | HEARTBEAM INC | $68.44万 | 0.09% | 912,500 | 912,500 | — | $68.44万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $68.50万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC | $68.86万 | 0.09% | 38,425 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $70.23万 | 0.09% | 4,368 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $71.70万 | 0.09% | 50,000 | 0 | 0.0% | — | 不变 |