Jay Petschek's portfolio
Long/short event-driven value; concentrated positions with catalysts for value realization.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- FlexFLEX$49M
- Alphabet Inc Class CGOOG$13M
- Vale SA ADRVALE$2M
- RMRRMR$1M
- Acm ResearchACMR$1M
- Tutor PeriniTPC$829,700
- FTAI AviationFTAI$811,590
- ADEIA CORPADEA$790,320
- HeartbeamBEAT$684,375
- British American Tobacco p.l.c.BTI$679,545
Added to
- GPGIGPGI$135M
- Resolute Holdings ManagementRHLD$39M
- SPXSPXC$26M
- OPFIOPFI$10M
- Berkshire Hathaway Inc-Cl BBRK/B$10M
- Willis Lease FinanceWLFC$4M
- iShares Russell Mid-Cap Growth ETFIWP$2M
- Iovance BiotherapeuticsIOVA$2M
- Alto IngredientsALTO$2M
- VBNKVBNK$1M
Trimmed
- Vertiv HoldingsVRT$192M
- Laureate EducationLAUR$46M
- SPYSPY$28M
- Api GroupAPG$28M
- Mirion TechnologiesMIR$16M
- AonAON$13M
- Micron TechnologyMU$10M
- MicrosoftMSFT$8M
- VPGVPG$4M
- CineverseCNVS$3M
Sold out
None this quarter.
Holdings
164 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Vertiv HoldingsVRT | 23.96% | $192M | 572,643 | Trimmed |
| GPGIGPGI | 16.87% | $135M | 8,517,859 | Added |
| FlexFLEX | 6.11% | $49M | 301,449 | New |
| Laureate EducationLAUR | 5.77% | $46M | 1,271,607 | Trimmed |
| Resolute Holdings ManagementRHLD | 4.87% | $39M | 269,682 | Added |
| SPYSPY | 3.56% | $28M | 38,097 | Trimmed |
| Api GroupAPG | 3.52% | $28M | 665,609 | Trimmed |
| SPXSPXC | 3.29% | $26M | 107,287 | Added |
| Limbach Hldgs | 2.77% | $22M | 287,685 | Held |
| Mirion TechnologiesMIR | 1.94% | $16M | 867,670 | Trimmed |
| Alphabet Inc Class CGOOG | 1.69% | $13M | 37,766 | New |
| AonAON | 1.59% | $13M | 38,379 | Trimmed |
| OPFIOPFI | 1.31% | $10M | 1,053,379 | Added |
| Micron TechnologyMU | 1.30% | $10M | 9,001 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 1.28% | $10M | 20,548 | Added |
| QQQQQQ | 1.23% | $10M | 13,342 | Held |
| MicrosoftMSFT | 1.05% | $8M | 22,460 | Trimmed |
| Iren Limited | 0.72% | $6M | 125,596 | Held |
| Vaneck Etf Trust | 0.70% | $6M | 8,500 | Held |
| Nebius Group | 0.62% | $5M | 18,111 | Held |
| Willis Lease FinanceWLFC | 0.54% | $4M | 18,768 | Added |
| VPGVPG | 0.47% | $4M | 25,002 | Trimmed |
| Ishares Tr | 0.42% | $3M | 8,484 | Held |
| Entravision Communications C | 0.39% | $3M | 236,504 | Held |
| CineverseCNVS | 0.34% | $3M | 920,150 | Trimmed |
| Frequency ElectronicsFEIM | 0.34% | $3M | 41,070 | Trimmed |
| Voya FinancialVOYA | 0.34% | $3M | 29,837 | Held |
| S&P GlobalSPGI | 0.33% | $3M | 6,520 | Trimmed |
| Bel Fuse BBELFB | 0.30% | $2M | 7,234 | Held |
| AppleAAPL | 0.30% | $2M | 8,312 | Trimmed |
| LODELODE | 0.27% | $2M | 525,118 | Held |
| Supercom Ltd New | 0.26% | $2M | 182,257 | Held |
| AlightALIT | 0.26% | $2M | 3,700,801 | Trimmed |
| Turning Point BrandsTPB | 0.25% | $2M | 23,274 | Held |
| iShares Russell Mid-Cap Growth ETFIWP | 0.23% | $2M | 15,833 | Added |
| Churchill DownsCHDN | 0.20% | $2M | 18,333 | Held |
| Morgan StanleyMS | 0.20% | $2M | 7,815 | Held |
| DanaosDAC | 0.19% | $2M | 12,601 | Held |
| Iovance BiotherapeuticsIOVA | 0.19% | $2M | 370,000 | Added |
| Vale SA ADRVALE | 0.19% | $2M | 102,000 | New |
| Alto IngredientsALTO | 0.19% | $2M | 266,866 | Added |
| Apollo Global Mgmt | 0.19% | $2M | 12,832 | Held |
| Amazon.comAMZN | 0.18% | $1M | 6,001 | Held |
| CBL & Associates PropertiesCBL | 0.18% | $1M | 26,858 | Trimmed |
| Cipher MiningCIFR | 0.17% | $1M | 56,855 | Trimmed |
| VBNKVBNK | 0.17% | $1M | 59,669 | Added |
| Golar LNG LimitedGLNG | 0.17% | $1M | 27,167 | Trimmed |
| SPDR® Gold SharesGLD | 0.17% | $1M | 3,640 | Held |
| BGCBGC | 0.16% | $1M | 122,174 | Trimmed |
| St Joe | 0.16% | $1M | 20,004 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Jay Petschek own?
In the Q2 2026 13F, Corsair Capital Management reported 164 US stock positions worth $800M. The largest: Vertiv Holdings (VRT) 24.0%, GPGI (GPGI) 16.9%, Flex (FLEX) 6.1%, Laureate Education (LAUR) 5.8%, Resolute Holdings Management (RHLD) 4.9%.
What did Jay Petschek buy last quarter?
In Q2 2026: new position in Flex (FLEX); new position in Alphabet Inc Class C (GOOG); new position in Vale SA ADR (VALE); added to GPGI (GPGI); added to Resolute Holdings Management (RHLD); added to SPX (SPXC).
When is Jay Petschek's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.