Corsair Capital Management, L.P. 13F 持仓 · 2026年Q2
Corsair Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 164 只证券，申报市值合计 8.00 亿美元。前几大持仓：VRT（23.96%）、GPGI（16.87%）、FLEX（6.11%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $191.7M | 23.96% | 572,643 | 减持 |
| 2 | GPGI | GPGI INC | $135.0M | 16.87% | 8.5M | 增持 |
| 3 | FLEX | FLEX LTD | $48.9M | 6.11% | 301,449 | 新建仓 |
| 4 | LAUR | LAUREATE ED INC | $46.2M | 5.77% | 1.3M | 减持 |
| 5 | RHLD | RESOLUTE HLDGS MGMT INC | $39.0M | 4.87% | 269,682 | 增持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $28.4M | 3.56% | 38,097 | 减持 |
| 7 | APG | API GROUP CORP | $28.2M | 3.52% | 665,609 | 减持 |
| 8 | SPXC | SPX TECHNOLOGIES INC | $26.3M | 3.29% | 107,287 | 增持 |
| 9 | LMB | LIMBACH HLDGS INC | $22.2M | 2.77% | 287,685 | 减持 |
| 10 | MIR | MIRION TECHNOLOGIES INC | $15.6M | 1.94% | 867,670 | 减持 |
| 11 | GOOG | ALPHABET INC | $13.5M | 1.69% | 37,766 | 新建仓 |
| 12 | AON | AON PLC | $12.7M | 1.59% | 38,379 | 减持 |
| 13 | OPFI | OPPFI INC | $10.5M | 1.31% | 1.1M | 增持 |
| 14 | MU | MICRON TECHNOLOGY INC | $10.4M | 1.30% | 9,001 | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.3M | 1.28% | 20,548 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $9.8M | 1.23% | 13,342 | 持平 |
| 17 | MSFT | MICROSOFT CORP | $8.4M | 1.05% | 22,460 | 减持 |
| 18 | IREN | IREN LIMITED | $5.7M | 0.72% | 125,596 | 减持 |
| 19 | SMH | VANECK ETF TRUST | $5.6M | 0.70% | 8,500 | 新建仓 |
| 20 | NBIS | NEBIUS GROUP N.V. | $5.0M | 0.63% | 18,111 | 减持 |
| 21 | WLFC | WILLIS LEASE FIN CORP | $4.3M | 0.54% | 18,768 | 增持 |
| 22 | VPG | VISHAY PRECISION GROUP INC | $3.7M | 0.47% | 25,002 | 减持 |
| 23 | IWO | ISHARES TR | $3.3M | 0.42% | 8,484 | 持平 |
| 24 | EVC | ENTRAVISION COMMUNICATIONS C | $3.1M | 0.39% | 236,504 | 增持 |
| 25 | CNVS | CINEVERSE CORP | $2.7M | 0.34% | 920,150 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR