Corsair Capital Management, L.P. Top Holdings and 13F Report (2021) → Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector… (From InvestorPlace) (Ad) About Corsair Capital Management, L.P.Investment ActivityCorsair Capital Management, L.P. has $356.24 million in total holdings as of September 30, 2021.Corsair Capital Management, L.P. owns shares of 99 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.33% of the portfolio was purchased this quarter.About 7.08% of the portfolio was sold this quarter.This quarter, Corsair Capital Management, L.P. has purchased 80 new stocks and bought additional shares in 2 stocks.Corsair Capital Management, L.P. sold shares of 69 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vertiv $55,200,263Laureate Education $29,012,760WillScot Mobile Mini $26,462,685GoDaddy $23,438,588APi Group $20,837,958 Largest New Holdings this Quarter Limbach $6,684,401 HoldingInvesco QQQ $2,220,050 HoldingBJ's Restaurants $1,683,890 HoldingBGC PARTNERS INC-CL A $1,150,108 HoldingModular Medical $962,451 Holding Largest Purchases this Quarter Limbach 161,381 shares (about $6.68M)Invesco QQQ 5,000 shares (about $2.22M)BJ's Restaurants 46,542 shares (about $1.68M)BGC PARTNERS INC-CL A 148,019 shares (about $1.15M)Modular Medical 520,244 shares (about $962.45K) Largest Sales this Quarter Mirion Technologies 592,574 shares (about $6.74M)iShares Russell 2000 Growth ETF 7,500 shares (about $2.03M)Vertiv 23,752 shares (about $1.94M)Energy Select Sector SPDR Fund 10,412 shares (about $983.00K)WillScot Mobile Mini 16,980 shares (about $789.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCorsair Capital Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$55,200,263$1,939,826 ▼-3.4%675,89415.5%Computer and TechnologyLAURLaureate Education$29,012,760$36,935 ▼-0.1%1,991,2678.1%Consumer DiscretionaryWSCWillScot Mobile Mini$26,462,685$789,570 ▼-2.9%569,0907.4%Consumer DiscretionaryGDDYGoDaddy$23,438,588$61,951 ▼-0.3%197,4946.6%Computer and TechnologyAPGAPi Group$20,837,958$94,641 ▼-0.5%530,6335.8%Business ServicesSPYSPDR S&P 500 ETF Trust$20,148,656$203,997 ▼-1.0%38,5205.7%FinanceMIRMirion Technologies$19,809,007$6,737,566 ▼-25.4%1,742,2175.6%Business ServicesSPXCSPX Technologies$14,950,198$382,565 ▼-2.5%121,4184.2%Business ServicesAONAON$13,856,722$82,429 ▼-0.6%41,5223.9%FinanceMSFTMicrosoft$10,024,916$59,322 ▼-0.6%23,8282.8%Computer and TechnologyCHDNChurchill Downs$10,022,389$49,995 ▼-0.5%80,9892.8%Consumer DiscretionaryALITAlight$9,400,397$212,878 ▲2.3%954,3552.6%Computer and TechnologySPGIS&P Global$8,683,860$48,501 ▼-0.6%20,4112.4%Business ServicesJBIJanus International Group$8,665,768$309,484 ▼-3.4%572,7542.4%ConstructionBRK.BBerkshire Hathaway$8,643,789$94,196 ▼-1.1%20,5552.4%FinanceIQVIQVIA$8,152,668$431,683 ▼-5.0%32,2382.3%MedicalLMBLimbach$6,684,401$6,684,401 ▲New Holding161,3811.9%ConstructionGOOGAlphabet$6,045,954$39,393 ▼-0.6%40,0581.7%Computer and TechnologyVOYAVoya Financial$5,661,311$41,987 ▼-0.7%76,5871.6%FinanceIAC INC$3,615,759$21,869 ▼-0.6%67,7871.0%COM NEWQQQInvesco QQQ$2,220,050$2,220,050 ▲New Holding5,0000.6%FinanceIWOiShares Russell 2000 Growth ETF$2,031,000$2,031,000 ▼-50.0%7,5000.6%ETFAPOApollo Global Management$1,906,590$25,751 ▼-1.3%16,9550.5%FinanceBJRIBJ's Restaurants$1,683,890$1,683,890 ▲New Holding46,5420.5%Retail/WholesaleAAPLApple$1,554,295$1,886 ▼-0.1%9,0640.4%Computer and TechnologyAMBPArdagh Metal Packaging$1,337,000$56,297 ▼-4.0%389,7960.4%Industrial ProductsFTAIFTAI Aviation$1,327,762$17,969 ▼-1.3%19,7290.4%AerospaceBGC PARTNERS INC-CL A$1,150,108$1,150,108 ▲New Holding148,0190.3%CL AXLEEnergy Select Sector SPDR Fund$1,105,069$982,997 ▼-47.1%11,7050.3%ETFDKDelek US$1,017,525$418,802 ▼-29.2%33,1010.3%Oils/EnergyMODDModular Medical$962,451$962,451 ▲New Holding520,2440.3%MedicalNNNextNav$955,666$955,666 ▲New Holding145,2380.3%Business ServicesGTXGarrett Motion$931,756$12,544 ▼-1.3%93,7380.3%Auto/Tires/TrucksCNXCNX Resources$917,751$12,429 ▼-1.3%38,6910.3%Oils/EnergyMETCBRamaco Resources$913,540$85,102 ▼-8.5%72,7920.3%Oils/EnergyBELFBBel Fuse$892,588$12,062 ▼-1.3%14,8000.3%Computer and TechnologyBPBP$892,187$892,187 ▲New Holding23,6780.3%Oils/EnergyKKRKKR & Co. Inc.$812,284$10,963 ▼-1.3%8,0760.2%FinanceBHFBrighthouse Financial$811,085$272,183 ▼-25.1%15,7370.2%FinanceILPTIndustrial Logistics Properties Trust$795,040$10,742 ▼-1.3%185,3240.2%FinanceFMXFomento Económico Mexicano$772,892$121,542 ▲18.7%5,9330.2%Consumer StaplesMSMorgan Stanley$758,835$10,263 ▼-1.3%8,0590.2%FinanceGLDSPDR Gold Shares$754,170$10,286 ▼-1.3%3,6660.2%FinanceVESTIS CORPORATION$712,990$712,990 ▲New Holding37,0000.2%COM SHSSTHOStar$700,923$9,470 ▼-1.3%54,2510.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$665,454$665,454 ▲New Holding1,1960.2%ETFDFSDiscover Financial Services$660,956$8,914 ▼-1.3%5,0420.2%FinanceMHOM/I Homes$646,151$28,893 ▼-4.3%4,7410.2%ConstructionATMUAtmus Filtration Technologies$645,000$645,000 ▲New Holding20,0000.2%Industrial ProductsGFFGriffon$631,457$8,581 ▼-1.3%8,6100.2%Multi-Sector ConglomeratesDFINDonnelley Financial Solutions$617,434$8,309 ▼-1.3%9,9570.2%Computer and TechnologyTPBTurning Point Brands$602,174$602,174 ▲New Holding20,5520.2%Consumer StaplesSARKAXS Short Innovation Daily ETF$534,025$534,025 ▲New Holding19,8670.1%ETFTKTeekay$533,260$117,878 ▼-18.1%73,2500.1%TransportationCGTXCognition Therapeutics$518,700$518,700 ▲New Holding285,0000.1%MedicalGLREGreenlight Capital Re$509,873$6,883 ▼-1.3%40,8880.1%FinanceCRH PLC$502,551$618,830 ▼-55.2%5,8260.1%ORDCASHPathward Financial$498,036$498,036 ▲New Holding9,8660.1%FinanceTECKTeck Resources$483,711$6,547 ▼-1.3%10,5660.1%Basic MaterialsRTXRTX$481,115$481,115 ▲New Holding4,9330.1%AerospaceMFINMedallion Financial$475,170$6,415 ▼-1.3%60,0720.1%FinanceZENVZenvia$471,246$471,246 ▲New Holding177,1600.1%Business ServicesRICKRCI Hospitality$446,542$6,090 ▼-1.3%7,6990.1%Consumer DiscretionaryCEGConstellation Energy$438,834$474,325 ▼-51.9%2,3740.1%Oils/EnergyMSGSMadison Square Garden Sports$431,223$5,905 ▼-1.4%2,3370.1%Consumer DiscretionaryKOSKosmos Energy$418,589$102,309 ▼-19.6%70,2330.1%Oils/EnergyRMRThe RMR Group$392,520$5,328 ▼-1.3%16,3550.1%FinanceNATHNathan's Famous$374,107$184,505 ▼-33.0%5,2840.1%Retail/WholesaleRAVERave Restaurant Group$372,896$5,039 ▼-1.3%170,2720.1%Retail/WholesaleJAKKJAKKS Pacific$369,117$4,989 ▼-1.3%14,9440.1%Consumer DiscretionaryOPYOppenheimer$368,182$4,990 ▼-1.3%9,2230.1%FinanceNET LEASE OFFICE PROPERTIES$347,956$2,285 ▼-0.7%14,6200.1%COMFSLRFirst Solar$337,600$337,600 ▲New Holding2,0000.1%Oils/EnergyJYNTJoint$333,121$4,493 ▼-1.3%25,5070.1%MedicalBLDRBuilders FirstSource$325,964$4,588 ▼-1.4%1,5630.1%Retail/WholesaleGEOThe GEO Group$322,501$322,501 ▲New Holding22,8400.1%Business ServicesCNVSCineverse$319,163$319,163 ▲New Holding229,6140.1%Consumer DiscretionaryGNWGenworth Financial$310,286$4,205 ▼-1.3%48,2560.1%FinanceKBRKBR$306,778$552,633 ▼-64.3%4,8190.1%ConstructionSRGSeritage Growth Properties$285,640$3,860 ▼-1.3%29,6000.1%FinanceBTUPeabody Energy$249,417$396,772 ▼-61.4%10,2810.1%Oils/EnergySYNCHRONOSS TECHNOLOGIES INC$238,768$238,768 ▲New Holding28,5950.1%COM NEWELMDElectromed$229,233$10,207 ▼-4.3%14,1940.1%MedicalLFTLument Finance Trust$224,750$40,896 ▼-15.4%90,2610.1%FinanceMTCHMatch Group$219,675$182,452 ▼-45.4%6,0550.1%Retail/WholesaleKMIKinder Morgan$218,301$2,953 ▼-1.3%11,9030.1%Oils/EnergyIMMXImmix Biopharma$213,012$213,012 ▲New Holding69,3850.1%MedicalCHKChesapeake Energy$211,327$211,327 ▲New Holding2,3790.1%Oils/EnergyPPSIPioneer Power Solutions$211,270$211,270 ▲New Holding37,0000.1%Industrial ProductsBOOMDMC Global$194,900$194,900 ▲New Holding10,0000.1%Industrial ProductsRCReady Capital$182,600$182,600 ▲New Holding20,0000.1%FinancePBR.APETROLEO BRASIL/S$149,000$149,000 ▲New Holding10,0000.0%Oils/EnergyOPFIOppFi$138,905$860 ▼-0.6%55,5620.0%Business ServicesAPTAlpha Pro Tech$84,221$84,221 ▲New Holding13,4970.0%Industrial ProductsACTGAcacia Research$78,879$1,071 ▼-1.3%14,7990.0%Business ServicesSCYXSCYNEXIS$69,672$69,672 ▲New Holding47,3960.0%MedicalPEDPEDEVCO$68,693$119,806 ▼-63.6%85,6410.0%Oils/EnergyENSVEnservco$46,000$49,900 ▼-52.0%237,8500.0%Oils/EnergyGMDAGamida Cell$2,572$8,513 ▼-76.8%71,2600.0%MedicalCMPOCompoSecure$0$3,742,843 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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