Ararat Capital Management LP 13F Holdings · Q2 2026
Ararat Capital Management LP reported 17 securities worth $213.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FLYW (9.42%), RELY (9.03%), BY (8.65%). Among its top 25 positions this quarter: 4 new, 6 added, 7 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLYW | FLYWIRE CORPORATION | $20.1M | 9.42% | 1.1M | Trimmed |
| 2 | RELY | REMITLY GLOBAL INC | $19.3M | 9.03% | 859,890 | Trimmed |
| 3 | BY | BYLINE BANCORP INC | $18.5M | 8.65% | 490,609 | Trimmed |
| 4 | GLBE | GLOBAL E ONLINE LTD | $18.1M | 8.46% | 519,947 | Added |
| 5 | ITGR | INTEGER HLDGS CORP | $16.7M | 7.84% | 179,039 | Added |
| 6 | RAL | RALLIANT CORP | $16.6M | 7.80% | 226,080 | New |
| 7 | GIL | GILDAN ACTIVEWEAR INC | $16.3M | 7.64% | 316,073 | Added |
| 8 | PLOW | DOUGLAS DYNAMICS INC | $15.1M | 7.06% | 279,440 | Trimmed |
| 9 | CARG | CARGURUS INC | $13.3M | 6.25% | 391,283 | Added |
| 10 | FNKO | FUNKO INC | $12.4M | 5.83% | 2.1M | Trimmed |
| 11 | USFD | US FOODS HLDG CORP | $10.6M | 4.96% | 103,467 | Added |
| 12 | SHC | SOTERA HEALTH CO | $10.5M | 4.91% | 590,362 | New |
| 13 | FELE | FRANKLIN ELEC INC | $9.7M | 4.53% | 90,308 | New |
| 14 | LZ | LEGALZOOM COM INC | $9.6M | 4.51% | 1.6M | Trimmed |
| 15 | GDDY | GODADDY INC | $3.3M | 1.56% | 39,236 | Added |
| 16 | OMDA | OMADA HEALTH INC | $3.0M | 1.39% | 135,300 | New |
| 17 | EYE | NATIONAL VISION HLDGS INC | $354,365 | 0.17% | 18,641 | Trimmed |
| 18 | DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | Exited |
| 19 | EWCZ | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR