Ararat Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$177.6M
Q ending 2026-03-31
Prior quarter
$203.0M
Q ending 2025-12-31
Change
-12.5% QoQ · -13.1% YoY
Positions
15
reported holdings
Largest positions
All 15 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Byline Bancorp Inc | BY | Shares | $19.7M | 624K |
| European Wax Ctr Inc | EWCZ | Shares | $17.9M | 3.1M |
| Flywire Corporation | FLYW | Shares | $16.8M | 1.4M |
| Remitly Global Inc | RELY | Shares | $15.9M | 1.0M |
| National Vision Hldgs Inc | EYE | Shares | $14.7M | 567K |
| Gildan Activewear Inc | GIL | Shares | $13.7M | 246K |
| Douglas Dynamics Inc | PLOW | Shares | $13.5M | 322K |
| Cargurus Inc | CARG | Shares | $13.1M | 384K |
| Global E Online Ltd | Shares | $13.0M | 421K | |
| Legalzoom Com Inc | LZ | Shares | $12.4M | 2.2M |
| Us Foods Hldg Corp | USFD | Shares | $9.1M | 99K |
| Funko Inc | FNKO | Shares | $7.9M | 2.5M |
| Integer Hldgs Corp | ITGR | Shares | $5.4M | 61K |
| Godaddy Inc | GDDY | Shares | $3.2M | 39K |
| Driven Brands Hldgs Inc | DRVN | Shares | $1.2M | 92K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.