CORSAIR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

CORSAIR CAPITAL MANAGEMENT LLC is a Multi-Strategy Hedge Fund based in Scarsdale, NY led by Jeffrey Archer Zelin, reporting $643.5M in AUM as of Q3 2025 with 52% Industrials concentration, 70% concentrated in top 10 holdings, and 16% allocation to VRT.

COOJeffrey Archer Zelin

Portfolio Value: $563.1M
Positions: 163
Top Holding: VRT at 16.22%
Last Reported: Q3 2025

Address87 Sheldrake Road, Scarsdale, NY, 10583, United States

Top Holdings

Largest long holdings in CORSAIR CAPITAL MANAGEMENT LLC's portfolio (70% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vertiv Holdings Co VRT	Electrical Equipment & Parts Industrials	$91.3M	16.22%	-$952.5K Sold	0.16% 605.5K shares	Q1 2020 Held for 5y 8m
2 CompoSecure CMPO	Manufacturing - Metal Fabrication Industrials	$88.0M	15.63%	+$28.3M Bought	4.13% 4.2M shares	Q1 2025 Held for 8 months
3 Laureate Education, Inc. LAUR	Education & Training Services Consumer Defensive	$60.3M	10.70%	-$95.7K Sold	1.30% 1.9M shares	Q1 2022 Held for 3y 8m
4 Limbach Holdings, Inc. LMB	Engineering & Construction Industrials	$30.2M	5.37%	-$97.1K Sold	2.68% 311.3K shares	Q1 2024 Held for 1y 8m
5 APi Group APG	Engineering & Construction Industrials	$25.8M	4.58%	-$122.8K Sold	0.18% 751.0K shares	Q3 2020 Held for 5y 2m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$25.6M	4.55%	-$2.7K Sold	— 38.5K shares	≤ Q2 2013 Held for 12y 5m+
7 Mirion Technologies MIR	Industrial - Machinery Industrials	$24.3M	4.32%	-$46.0M Sold	0.45% 1.0M shares	Q3 2020 Held for 5y 2m
8 SPX Technologies SPXC	Industrial - Machinery Industrials	$19.7M	3.50%	-$313.0K Sold	0.21% 105.4K shares	Q2 2023 Held for 2y 5m
9 GoDaddy GDDY	Software - Infrastructure Technology	$14.5M	2.57%	-$10.8M Sold	0.08% 105.7K shares	Q3 2019 Held for 6y 2m
10 Aon plc AON	Insurance - Brokers Financial Services	$14.2M	2.52%	-$221.8K Sold	0.02% 39.7K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CORSAIR CAPITAL MANAGEMENT LLC's latest filing

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Market Value

$563.1M

Prior: $521.5M

Q/Q Change

+7.99%

+$41.7M

Net Flows % of MV

-3.78%

Turnover Ratio

10.61%

New Purchases

29 stocks

$11.1M

Added To

24 stocks

+$35.7M

Sold Out Of

26 stocks

$5.7M

Reduced Holdings

34 stocks

-$62.4M

Increased Positions

Position	Shares Δ	Change
1 Comstock Inc. LODE	New	0 → 550.0K +$1.9M
2 Cipher Mining Inc. CIFR	New	0 → 70.8K +$891.9K
3 Duos Technologies Group, Inc. DUOT	New	0 → 105.0K +$772.8K
4 Intel INTC	New	0 → 20.0K +$671.0K
5 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 2.0K +$558.6K

Decreased Positions

Position	Shares Δ	Change
1 GSRT GSR III Acquisition Corp. GSRT	Sold	60.2K → 0 −$649.7K
2 Ramaco Resources, Inc. METCB	Sold	72.4K → 0 −$584.8K
3 Euronet Worldwide EEFT	Sold	5.0K → 0 −$506.9K
4 Navios Maritime Partners NMM	Sold	13.0K → 0 −$488.3K
5 Cannae Holdings, Inc. CNNE	Sold	20.0K → 0 −$417.0K

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Analytics

Portfolio insights and performance metrics for CORSAIR CAPITAL MANAGEMENT LLC

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Sector Allocation

Industrials

51.60%

Consumer Defensive

11.20%

Financial Services

9.20%

Technology

8.20%

ETF

7.50%

Communication Services

2.70%

Consumer Cyclical

1.60%

Healthcare

1.00%

Real Estate

1.00%

Energy

0.80%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

7.13%

Large Cap ($10B - $200B)

31.17%

Mid Cap ($2B - $10B)

38.19%

Small Cap ($300M - $2B)

11.43%

Micro Cap ($50M - $300M)

3.21%

Nano Cap (< $50M)

0.63%

N/A (ETF or Unknown)

8.23%

Portfolio Concentration

Top 10 Holdings %

69.97%

Top 20 Holdings %

82.84%

Top 50 Holdings %

91.71%

Top 100 Holdings %

97.61%