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Corstar Holdings, Inc.
Jeffrey J. Michael · Family Office · Value
Corstar Holdings, Inc. is a private investment firm and family office based in Wayzata, Minnesota. It serves as the primary investment vehicle for Jeffrey J. Michael and his family. The firm is most prominent as the lead shareholder of CorVel Corporation (NASDAQ: CRVL), a healthcare technology company that Jeffrey Michael co-founded in 1987. Corstar’s history is rooted in its evolution from previous entities such as Americable and ENStar, Inc., eventually becoming the principal vehicle for managing the Michael family's concentrated equity interests. The firm maintains a long-term, strategic presence in the healthcare risk management and industrial sectors, reflecting its heritage of founding and scaling technology-driven service businesses.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -4.6% |
| YTD return | +3.8% |
| Sharpe ratio | -3.37 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CRVL | CorVel Corp | 100.0% | -4.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | CRVL | 0.0% → 100.0% |
Investment Style Analysis
Corstar Holdings, Inc. is widely recognized for employing a Value strategy. As of Aug 20, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance Brokers sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Corstar Holdings, Inc. made a significant move by increasing exposure to CRVL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution follows a philosophy of long-term capital stewardship, focusing on concentrated, strategic investments in companies where the principals provide guidance and board-level leadership. Its primary strategy involves maintaining a significant ownership stake in businesses with strong fundamental growth and essential technology in the healthcare sector, specifically within the risk management and workers' compensation markets. The firm prioritizes multi-generational wealth preservation through the active management of core holdings and a deep commitment to businesses where the family has historically held operational and founding roles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Corstar Holdings, Inc..
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Frequently asked questions
How is the simulated portfolio for Corstar Holdings, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Corstar Holdings, Inc.'s largest holding?
As of the latest filing, Corstar Holdings, Inc.'s top position is CorVel Corp (CRVL), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Corstar Holdings, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of -4.6%. Notably, the portfolio maintains a Sharpe Ratio of -3.37, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Corstar Holdings, Inc. primarily invest in?
Corstar Holdings, Inc. has a strong preference for the Insurance Brokers sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Corstar Holdings, Inc.'s portfolio concentrated or diversified?
Corstar Holdings, Inc. runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Corstar Holdings, Inc. performed in 2026?
Our AI-simulated model portfolio for Corstar Holdings, Inc. tracks a Year-to-Date (YTD) return of +3.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeffrey J. Michael manage Corstar Holdings, Inc. directly?
Yes, Jeffrey J. Michael serves as the key portfolio manager for Corstar Holdings, Inc., overseeing the investment strategy and final capital allocation decisions.