Ararat Capital Management Lp Portfolio Stock Holdings
Ararat Capital Management Lp disclosed 15 stock positions valued at approximately $177.6 million in its latest SEC 13F filing. The largest holdings include BYLINE BANCORP INC, EUROPEAN WAX CTR INC, and FLYWIRE CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $177.6M
Holdings by Sector
Ararat Capital Management Lp Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BYLINE BANCORP INC | BY | Financial Services | 11.09% | 623,772 | -27,424 | -4.21% | $19,692,482 |
| EUROPEAN WAX CTR INC | EWCZ | Consumer Defensive | 10.10% | 3,102,117 | +961,417 | +44.91% | $17,930,236 |
| FLYWIRE CORPORATION | FLYW | Technology | 9.47% | 1,444,784 | +551,934 | +61.82% | $16,817,286 |
| REMITLY GLOBAL INC | RELY | Technology | 8.95% | 1,014,991 | +312,805 | +44.55% | $15,904,909 |
| NATIONAL VISION HLDGS INC | EYE | Consumer Cyclical | 8.27% | 567,143 | +84,880 | +17.60% | $14,689,004 |
| GILDAN ACTIVEWEAR INC | GIL | Consumer Cyclical | 7.71% | 246,077 | +68,213 | +38.35% | $13,694,185 |
| DOUGLAS DYNAMICS INC | PLOW | Consumer Cyclical | 7.62% | 321,761 | -135,959 | -29.70% | $13,542,920 |
| CARGURUS INC | CARG | Consumer Cyclical | 7.36% | 383,853 | +52,884 | +15.98% | $13,070,195 |
| LEGALZOOM COM INC | LZ | Industrials | 7.00% | 2,194,271 | +319,016 | +17.01% | $12,441,517 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 5.14% | 99,019 | +30,579 | +44.68% | $9,130,542 |
| FUNKO INC | FNKO | Consumer Cyclical | 4.46% | 2,514,703 | +1,665,662 | +196.18% | $7,921,314 |
| INTEGER HLDGS CORP | ITGR | Healthcare | 3.05% | 61,468 | +61,468 | +100.00% | $5,409,184 |
| GODADDY INC | GDDY | Technology | 1.82% | 39,138 | -1,921 | -4.68% | $3,235,538 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 0.65% | 91,624 | -1,178,365 | -92.79% | $1,155,379 |