Corsair Capital Management Q3 2026 Investment Activity: Significant Buys & Sells

As reported by insiderset.com on behalf of Corsair Capital Management L.P., the investment firm's portfolio saw notable changes during the period leading up to June 30, 2026. This analysis focuses on observable purchases and sales based on disclosed data regarding holdings that experienced significant share or value changes this quarter.

Major Purchases in Q3

Corsair Capital Management demonstrated active buying during the third quarter of 2026, adding substantial weight to several positions. The firm significantly increased its stake in FLEX LTD (FLEX), acquiring an additional 250,000 shares which represented a portfolio allocation jump from less than 1% to over 5%. This was not the only large acquisition; OPPFI INC (OPFI) also saw a massive increase, with Corsair adding nearly one million shares in this quarter alone. Furthermore, the investor boosted their position in UWM HOLDINGS CORPORATION (UWMC), acquiring 150,000 new shares to increase its allocation from a negligible amount to approximately 0.04%. Other significant purchases included an increase in REIN THERAPEUTICS INC (ALRN) by 80,000 shares and strengthening the position in RMR GROUP INC (RMR) through an additional 60,000 shares.

Substantial Sales

In contrast to the buying activity, Corsair Capital Management also reported significant selling during this period. The most notable sale was of UWM HOLDINGS CORPORATION (UWMC) shares, where the firm sold off 102,369 shares in what appears to be a large sell transaction. This action reversed an earlier substantial purchase of those same shares just weeks prior. Another major sale involved MIRION TECHNOLOGIES INC (MIR), where Corsair disposed of 114,749 shares, a significant reduction from its previous position.

New Positions Added

Looking at the overall portfolio changes, it appears that Corsair Capital Management has expanded its investment universe this quarter by adding new positions. Stocks like HEARTBEAM INC (BEAT), LIQTECH INTL INC (LIQT), and SERVICE PPTYS TR (SVC) were added to the portfolio, contributing small but disclosed allocations. The firm also initiated a position in CINEVERSE CORP (CNVS), acquiring 250,000 shares which pushed its allocation into existence from zero.

Reductions and Exits

Corsair Capital Management reduced the size of several existing holdings during Q3. The firm sold a considerable number of LAUREATE ED INC (LAUR) shares, totaling 559,183, leading to a significant decrease in its portfolio allocation from this stock. Similarly, the investment firm shed most of its position in API GROUP CORP (APG), selling all 430,210 shares previously held and exiting this sector entirely for Corsair's disclosed holdings. Other reductions were noted across various sectors.

Overall Portfolio Shift

The third quarter filing indicates a dynamic portfolio management approach by Corsair Capital Management L.P.. The firm's activities resulted in an overall increase or decrease that isn't immediately clear from the data, but there was clearly a strategic shift away from some holdings and towards others. Notable exits included completely divesting from API GROUP CORP (APG) and significantly reducing exposure to MIRION TECHNOLOGIES INC (MIR). The portfolio now includes a diverse range of sectors, with Industrials still being prominent but seeing adjustments from previous quarters.