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 |
|---|---|---|---|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | $1.92亿 | 23.96% | 572,643 | -4,509 | -0.8% | -$150.97万 | 减仓 |
| GPGI | GPGI INC | $1.35亿 | 16.87% | 8,517,859 | 52,070 | 0.6% | $82.53万 | 加仓 |
| LAUR | LAUREATE ED INC | $4,618.48万 | 5.77% | 1,271,607 | -559,183 | -30.5% | -$2,030.95万 | 减仓 |
| FLEX | FLEX LTD | $4,318.34万 | 5.40% | 266,449 | 266,449 | — | $4,318.34万 | 新建仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $3,897.71万 | 4.87% | 269,682 | 10,591 | 4.1% | $153.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,844.97万 | 3.56% | 38,097 | -410 | -1.1% | -$30.62万 | 减仓 |
| APG | API GROUP CORP | $2,818.85万 | 3.52% | 665,609 | -43,021 | -6.1% | -$182.19万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $2,630.36万 | 3.29% | 107,287 | 9,625 | 9.9% | $235.98万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $2,215.17万 | 2.77% | 287,685 | -23,658 | -7.6% | -$182.17万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $1,555.73万 | 1.94% | 867,670 | -114,749 | -11.7% | -$205.74万 | 减仓 |
| GOOG | ALPHABET INC | $1,349.64万 | 1.69% | 37,766 | 37,766 | — | $1,349.64万 | 新建仓 |
| AON | AON PLC | $1,272.99万 | 1.59% | 38,379 | -1,722 | -4.3% | -$57.12万 | 减仓 |
| OPFI | OPPFI INC | $1,046.01万 | 1.31% | 1,053,379 | 1,023,699 | 3,449.1% | $1,016.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,038.98万 | 1.30% | 9,001 | -1,000 | -10.0% | -$115.43万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,028.20万 | 1.28% | 20,548 | 1 | 0.0% | $500 | 加仓 |
| QQQ | INVESCO QQQ TR | $982.50万 | 1.23% | 13,342 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $837.80万 | 1.05% | 22,460 | -984 | -4.2% | -$36.71万 | 减仓 |
| IREN | IREN LIMITED | $574.35万 | 0.72% | 125,596 | -4,519 | -3.5% | -$20.67万 | 减仓 |
| FLEX | FLEX LTD 看涨期权 | $567.25万 | 0.71% | 35,000 | 35,000 | — | $567.25万 | 新建仓 |
| SMH | VANECK ETF TRUST | $557.51万 | 0.70% | 8,500 | 8,500 | — | $557.51万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $500.17万 | 0.63% | 18,111 | -1,500 | -7.6% | -$41.43万 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP | $429.41万 | 0.54% | 18,768 | 766 | 4.3% | $17.53万 | 加仓 |
| VPG | VISHAY PRECISION GROUP INC | $374.81万 | 0.47% | 25,002 | -6,000 | -19.4% | -$89.95万 | 减仓 |
| IWO | ISHARES TR | $334.24万 | 0.42% | 8,484 | 0 | 0.0% | — | 不变 |
| EVC | ENTRAVISION COMMUNICATIONS C | $308.40万 | 0.39% | 236,504 | 20,000 | 9.2% | $26.08万 | 加仓 |
| — | CINEVERSE CORP | $273.28万 | 0.34% | 920,150 | -199,500 | -17.8% | -$59.25万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $272.50万 | 0.34% | 41,070 | -19,000 | -31.6% | -$126.07万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $270.11万 | 0.34% | 29,837 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $265.53万 | 0.33% | 6,520 | -9 | -0.1% | -$3,665 | 减仓 |
| BELFB | BEL FUSE INC | $240.92万 | 0.30% | 7,234 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $240.52万 | 0.30% | 8,312 | -674 | -7.5% | -$19.50万 | 减仓 |
| LODE | COMSTOCK INC | $218.45万 | 0.27% | 525,118 | 0 | 0.0% | — | 不变 |
| — | SUPERCOM LTD NEW | $208.50万 | 0.26% | 182,257 | 46,286 | 34.0% | $52.95万 | 加仓 |
| — | ALIGHT INC | $207.24万 | 0.26% | 3,700,801 | -100,000 | -2.6% | -$5.60万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $197.39万 | 0.25% | 23,274 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $186.04万 | 0.23% | 15,833 | 8,000 | 102.1% | $94.00万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $164.34万 | 0.21% | 18,333 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $163.36万 | 0.20% | 7,815 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $154.20万 | 0.19% | 12,601 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $153.92万 | 0.19% | 370,000 | 20,000 | 5.7% | $8.32万 | 加仓 |
| VALE | VALE S A | $153.41万 | 0.19% | 102,000 | 102,000 | — | $153.41万 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $152.11万 | 0.19% | 266,866 | 6,666 | 2.6% | $3.80万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $151.82万 | 0.19% | 12,832 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $143.03万 | 0.18% | 6,001 | 0 | 0.0% | — | 不变 |
| CBL | CBL & ASSOC PPTYS INC | $142.59万 | 0.18% | 26,858 | -325 | -1.2% | -$1.73万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $139.29万 | 0.17% | 56,855 | -10,000 | -15.0% | -$24.50万 | 减仓 |
| VBNK | VERSABANK NEW | $138.49万 | 0.17% | 59,669 | 35,158 | 143.4% | $81.60万 | 加仓 |
| GLNG | GOLAR LNG LTD | $135.40万 | 0.17% | 27,167 | -336 | -1.2% | -$1.67万 | 减仓 |
| GLD | SPDR GOLD TR | $134.09万 | 0.17% | 3,640 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $130.60万 | 0.16% | 122,174 | -1,564 | -1.3% | -$1.67万 | 减仓 |
| JOE | ST JOE CO | $125.29万 | 0.16% | 20,004 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $125.24万 | 0.16% | 98,000 | -12,000 | -10.9% | -$15.34万 | 减仓 |
| RMR | RMR GROUP INC | $123.18万 | 0.15% | 60,000 | 60,000 | — | $123.18万 | 新建仓 |
| RDDT | REDDIT INC | $121.51万 | 0.15% | 7,000 | 2,000 | 40.0% | $34.72万 | 加仓 |
| GTX | GARRETT MOTION INC | $119.67万 | 0.15% | 33,030 | -12,500 | -27.5% | -$45.29万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $119.59万 | 0.15% | 15,000 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $115.91万 | 0.14% | 7,951 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $112.25万 | 0.14% | 126,549 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $104.74万 | 0.13% | 20,000 | -25,000 | -55.6% | -$130.93万 | 减仓 |
| ACMR | ACM RESH INC | $101.51万 | 0.13% | 8,000 | 8,000 | — | $101.51万 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC | $100.27万 | 0.13% | 8,022 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $100.06万 | 0.13% | 5,001 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $99.93万 | 0.12% | 4,981 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $97.80万 | 0.12% | 7,004 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $95.56万 | 0.12% | 42,004 | 0 | 0.0% | — | 不变 |
| OPY | OPPENHEIMER HLDGS INC | $94.36万 | 0.12% | 8,941 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $93.27万 | 0.12% | 2,321 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $89.47万 | 0.11% | 12,000 | -6,000 | -33.3% | -$44.74万 | 减仓 |
| — | OMEGA FLEX INC | $87.24万 | 0.11% | 27,792 | 0 | 0.0% | — | 不变 |
| ELMD | ELECTROMED INC | $87.03万 | 0.11% | 20,574 | -5,000 | -19.6% | -$21.15万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $84.30万 | 0.11% | 3,100 | -1,900 | -38.0% | -$51.67万 | 减仓 |
| TPC | TUTOR PERINI CORP | $82.97万 | 0.10% | 10,000 | 10,000 | — | $82.97万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $82.28万 | 0.10% | 15,000 | -5,000 | -25.0% | -$27.43万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $81.16万 | 0.10% | 3,000 | 500 | 20.0% | $13.53万 | 重新持有 |
| HROW | HARROW INC | $80.69万 | 0.10% | 19,000 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $79.60万 | 0.10% | 13,060 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $79.03万 | 0.10% | 24,000 | 24,000 | — | $79.03万 | 新建仓 |
| — | COMSTOCK HLDG COS INC | $78.73万 | 0.10% | 49,236 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $78.55万 | 0.10% | 26,000 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $77.67万 | 0.10% | 166,672 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $77.10万 | 0.10% | 23,000 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $76.85万 | 0.10% | 2,000 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $76.41万 | 0.10% | 1,200 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $75.53万 | 0.09% | 122,810 | -2,000 | -1.6% | -$1.23万 | 减仓 |
| CNX | CNX RES CORP | $74.42万 | 0.09% | 21,932 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $71.90万 | 0.09% | 7,834 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $71.70万 | 0.09% | 50,000 | 0 | 0.0% | — | 不变 |
| MHO | M/I HOMES INC | $70.23万 | 0.09% | 4,368 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC | $68.86万 | 0.09% | 38,425 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $68.50万 | 0.09% | 15,000 | 0 | 0.0% | — | 不变 |
| — | HEARTBEAM INC | $68.44万 | 0.09% | 912,500 | 912,500 | — | $68.44万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $67.95万 | 0.08% | 11,003 | 0 | 0.0% | — | 重新持有 |
| TDY | TELEDYNE TECHNOLOGIES INC | $66.69万 | 0.08% | 1,000 | 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 |
| RTX | RTX CORPORATION | $64.43万 | 0.08% | 3,396 | 0 | 0.0% | — | 不变 |
| — | PRO-DEX INC COLO | $63.44万 | 0.08% | 10,835 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $62.37万 | 0.08% | 10,489 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $61.83万 | 0.08% | 1,200 | 600 | 100.0% | $30.91万 | 加仓 |
| JAKK | JAKKS PAC INC | $61.62万 | 0.08% | 26,470 | 2,500 | 10.4% | $5.82万 | 加仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $60.95万 | 0.08% | 42,649 | 5,000 | 13.3% | $7.14万 | 加仓 |