CORSAIR CAPITAL MANAGEMENT, L.P.
NEW YORK NY · SEC CIK 0001276470
$6.73亿2026Q1 申报市值
151持仓数
77.9%前十大占比 · 第一大 21.5%
34 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GPGI 加仓+$7,297.79万
RHLD 加仓+$832.87万
VISN 新建仓+$200.20万
ZD 新建仓+$188.82万
VVX 新建仓+$123.30万
2026Q1 卖出最多 按季末市值估算
GDDY 减仓-$699.54万
ALIGHT INC 减仓-$516.64万
VRT 减仓-$410.95万
ITRG 清仓-$190.47万
ALEXANDER & BALD 清仓-$144.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GPGI | GPGI INC | $1.45亿 | 21.52% | 8,465,789 | 4,267,711 | 101.7% | $7,297.79万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.45亿 | 21.50% | 577,152 | -16,400 | -2.8% | -$410.95万 | 减仓 |
| LAUR | LAUREATE ED INC | $6,378.47万 | 9.48% | 1,830,790 | -20,000 | -1.1% | -$69.68万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $4,205.05万 | 6.25% | 259,091 | 51,317 | 24.7% | $832.87万 | 加仓 |
| APG | API GROUP CORP | $2,871.37万 | 4.27% | 708,630 | -10,000 | -1.4% | -$40.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,504.26万 | 3.72% | 38,507 | 0 | 0.0% | — | 不变 |
| LMB | LIMBACH HLDGS INC | $2,430.03万 | 3.61% | 311,343 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $1,952.65万 | 2.90% | 97,662 | -3,000 | -3.0% | -$59.98万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,826.32万 | 2.72% | 982,419 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $1,294.38万 | 1.92% | 40,101 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $1,134.14万 | 1.69% | 39,440 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $984.61万 | 1.46% | 20,547 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $867.83万 | 1.29% | 23,444 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $770.07万 | 1.15% | 13,342 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $446.03万 | 0.66% | 130,115 | -12,500 | -8.8% | -$42.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $337.87万 | 0.50% | 10,001 | 0 | 0.0% | — | 不变 |
| WLFC | WILLIS LEASE FIN CORP | $306.50万 | 0.46% | 18,002 | 6,000 | 50.0% | $102.16万 | 加仓 |
| SPGI | S&P GLOBAL INC | $277.70万 | 0.41% | 6,529 | -1,470 | -18.4% | -$62.52万 | 减仓 |
| — | CINEVERSE CORP | $268.72万 | 0.40% | 1,119,650 | 351,000 | 45.7% | $84.24万 | 加仓 |
| IWO | ISHARES TR | $266.24万 | 0.40% | 8,484 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRS INC | $265.87万 | 0.40% | 60,070 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $228.06万 | 0.34% | 8,986 | 0 | 0.0% | — | 不变 |
| — | ALIGHT INC | $221.47万 | 0.33% | 3,800,801 | -8,866,297 | -70.0% | -$516.64万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $203.85万 | 0.30% | 29,837 | -7,500 | -20.1% | -$51.24万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $203.48万 | 0.30% | 19,611 | 0 | 0.0% | — | 不变 |
| TPB | TURNING PT BRANDS INC | $202.00万 | 0.30% | 23,274 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $200.20万 | 0.30% | 110,000 | 110,000 | — | $200.20万 | 新建仓 |
| ZD | ZIFF DAVIS INC | $188.82万 | 0.28% | 45,000 | 45,000 | — | $188.82万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $164.69万 | 0.24% | 18,333 | -2,000 | -9.8% | -$17.97万 | 减仓 |
| LODE | COMSTOCK INC | $160.16万 | 0.24% | 525,118 | -25,000 | -4.5% | -$7.63万 | 减仓 |
| GLD | SPDR GOLD TR | $156.63万 | 0.23% | 3,640 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $148.82万 | 0.22% | 27,503 | 12,500 | 83.3% | $67.64万 | 加仓 |
| BELFB | BEL FUSE INC | $143.22万 | 0.21% | 7,234 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $142.97万 | 0.21% | 12,832 | -4,000 | -23.8% | -$44.57万 | 减仓 |
| DAC | DANAOS CORPORATION | $141.94万 | 0.21% | 12,601 | 0 | 0.0% | — | 不变 |
| VPG | VISHAY PRECISION GROUP INC | $134.61万 | 0.20% | 31,002 | 6,000 | 24.0% | $26.05万 | 加仓 |
| MS | MORGAN STANLEY | $128.61万 | 0.19% | 7,815 | 0 | 0.0% | — | 不变 |
| ALTO | ALTO INGREDIENTS INC | $125.94万 | 0.19% | 260,200 | 10,000 | 4.0% | $4.84万 | 加仓 |
| JOE | ST JOE CO | $125.63万 | 0.19% | 20,004 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $124.98万 | 0.19% | 6,001 | 1,500 | 33.3% | $31.24万 | 加仓 |
| VVX | V2X INC | $123.30万 | 0.18% | 18,000 | 18,000 | — | $123.30万 | 新建仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $122.85万 | 0.18% | 350,000 | 50,000 | 16.7% | $17.55万 | 加仓 |
| BGC | BGC GROUP INC | $121.02万 | 0.18% | 123,738 | -14,000 | -10.2% | -$13.69万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $109.95万 | 0.16% | 8,022 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $109.07万 | 0.16% | 7,951 | 0 | 0.0% | — | 不变 |
| — | SUPERCOM LTD NEW | $106.47万 | 0.16% | 135,971 | 17,400 | 14.7% | $13.62万 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $104.46万 | 0.16% | 27,183 | 10,000 | 58.2% | $38.43万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $95.77万 | 0.14% | 42,004 | 0 | 0.0% | — | 不变 |
| — | COMSTOCK HLDG COS INC | $93.25万 | 0.14% | 49,236 | 3,800 | 8.4% | $7.20万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $90.87万 | 0.14% | 4,981 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $87.22万 | 0.13% | 5,001 | 0 | 0.0% | — | 不变 |
| — | OMEGA FLEX INC | $86.27万 | 0.13% | 27,792 | 7,759 | 38.7% | $24.08万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $86.04万 | 0.13% | 66,855 | 6,000 | 9.9% | $7.72万 | 加仓 |
| CNX | CNX RES CORP | $84.55万 | 0.13% | 21,932 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $82.73万 | 0.12% | 45,530 | -5,000 | -9.9% | -$9.08万 | 减仓 |
| ACTG | ACACIA RESH CORP | $80.17万 | 0.12% | 166,672 | 0 | 0.0% | — | 不变 |
| OPY | OPPENHEIMER HLDGS INC | $79.74万 | 0.12% | 8,941 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $78.82万 | 0.12% | 7,833 | -10,167 | -56.5% | -$102.30万 | 重新持有 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $74.60万 | 0.11% | 2,321 | 0 | 0.0% | — | 不变 |
| BW | BABCOCK & WILCOX ENTERPRISES | $73.45万 | 0.11% | 50,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $72.46万 | 0.11% | 7,834 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $72.05万 | 0.11% | 50,000 | 50,000 | — | $72.05万 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $71.88万 | 0.11% | 126,549 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $71.61万 | 0.11% | 8,662 | -84,618 | -90.7% | -$699.54万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $67.67万 | 0.10% | 8,000 | 8,000 | — | $67.67万 | 新建仓 |
| UNFI | UNITED NA FOODS INC | $67.59万 | 0.10% | 15,000 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $67.33万 | 0.10% | 5,000 | 5,000 | — | $67.33万 | 新建仓 |
| HROW | HARROW INC | $66.99万 | 0.10% | 19,000 | 9,000 | 90.0% | $31.73万 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $66.76万 | 0.10% | 41,009 | 8,500 | 26.1% | $13.84万 | 加仓 |
| RTX | RTX CORPORATION | $65.51万 | 0.10% | 3,396 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC | $65.02万 | 0.10% | 38,425 | 38,425 | — | $65.02万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $64.63万 | 0.10% | 10,000 | 10,000 | — | $64.63万 | 新建仓 |
| INVH | INVITATION HOMES INC | $64.61万 | 0.10% | 26,000 | 26,000 | — | $64.61万 | 新建仓 |
| EVC | ENTRAVISION COMMUNICATIONS C | $64.30万 | 0.10% | 216,504 | -5,000 | -2.3% | -$1.49万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $64.22万 | 0.10% | 23,000 | 23,000 | — | $64.22万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $63.85万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $62.28万 | 0.09% | 48,015 | -12,000 | -20.0% | -$15.56万 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $61.54万 | 0.09% | 35,591 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $60.78万 | 0.09% | 124,810 | 124,810 | — | $60.78万 | 新建仓 |
| BN | BROOKFIELD CORP | $60.71万 | 0.09% | 15,001 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $60.50万 | 0.09% | 1,000 | 1,000 | — | $60.50万 | 新建仓 |
| ELMD | ELECTROMED INC | $59.87万 | 0.09% | 25,574 | 0 | 0.0% | — | 不变 |
| TK | TEEKAY CORPORATION LTD | $59.48万 | 0.09% | 48,715 | -10,000 | -17.0% | -$12.21万 | 减仓 |
| CE | CELANESE CORP DEL | $59.19万 | 0.09% | 9,000 | 9,000 | — | $59.19万 | 新建仓 |
| MRX | MAREX GROUP PLC | $58.22万 | 0.09% | 13,060 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $56.61万 | 0.08% | 15,000 | -5,000 | -25.0% | -$18.87万 | 减仓 |
| CLS | CELESTICA INC | $56.34万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $55.48万 | 0.08% | 20,000 | 20,000 | — | $55.48万 | 新建仓 |
| SDRL | SEADRILL LTD | $54.61万 | 0.08% | 12,003 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $54.28万 | 0.08% | 10,489 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $53.84万 | 0.08% | 8,000 | 8,000 | — | $53.84万 | 新建仓 |
| MHO | M/I HOMES INC | $53.49万 | 0.08% | 4,368 | 0 | 0.0% | — | 不变 |
| — | PRO-DEX INC COLO | $53.22万 | 0.08% | 10,835 | 10,835 | — | $53.22万 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $52.36万 | 0.08% | 40,000 | 40,000 | — | $52.36万 | 新建仓 |
| FPH | FIVE POINT HOLDINGS LLC | $50.85万 | 0.08% | 105,064 | -10,000 | -8.7% | -$4.84万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $50.82万 | 0.08% | 1,200 | 1,200 | — | $50.82万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $50.19万 | 0.07% | 2,943 | -300 | -9.3% | -$5.12万 | 减仓 |
| — | MEDALLION FINANCIAL CORP | $49.52万 | 0.07% | 57,849 | 0 | 0.0% | — | 不变 |
| — | ASSERTIO HOLDINGS INC | $48.70万 | 0.07% | 25,549 | 25,549 | — | $48.70万 | 新建仓 |
| PBI | PITNEY BOWES INC | $48.06万 | 0.07% | 43,495 | -77,000 | -63.9% | -$85.09万 | 减仓 |