Ararat Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ararat Capital Management LP disclosed 15 US equity positions worth $177.6m in its Q1 2026 13F filing. The largest position was BY at 11.1% of the reported book, followed by EWCZ and FLYW.
What did Ararat Capital Management LP own in Q1 2026? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BY BYLINE BANCORP INC | Financial Services | 11.1% | $19.7m | 623,772 | – | |
| 2 | EWCZ EUROPEAN WAX CTR INC | 10.1% | $17.9m | 3,102,117 | – | ||
| 3 | FLYW FLYWIRE CORPORATION | Technology | 9.5% | $16.8m | 1,444,784 | – | |
| 4 | RELY REMITLY GLOBAL INC | Technology | 9.0% | $15.9m | 1,014,991 | – | |
| 5 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 8.3% | $14.7m | 567,143 | – | |
| 6 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 7.7% | $13.7m | 246,077 | – | |
| 7 | PLOW DOUGLAS DYNAMICS INC | Consumer Cyclical | 7.6% | $13.5m | 321,761 | – | |
| 8 | CARG CARGURUS INC | Communication Services | 7.4% | $13.1m | 383,853 | – | |
| 9 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 7.3% | $13.0m | 420,741 | – | |
| 10 | LZ LEGALZOOM COM INC | Industrials | 7.0% | $12.4m | 2,194,271 | – | |
| 11 | USFD US FOODS HLDG CORP | Consumer Defensive | 5.1% | $9.1m | 99,019 | – | |
| 12 | FNKO FUNKO INC | Consumer Cyclical | 4.5% | $7.9m | 2,514,703 | – | |
| 13 | ITGR INTEGER HLDGS CORP | Healthcare | 3.0% | $5.4m | 61,468 | – | |
| 14 | GDDY GODADDY INC | Technology | 1.8% | $3.2m | 39,138 | – | |
| 15 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 0.7% | $1.2m | 91,624 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.