Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Ararat Capital Management LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Ararat Capital Management LP (CIK 1768757) reported $213.5M across 17 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FLYW ($20.1M, 9.42%), RELY ($19.3M, 9.03%), BY ($18.5M, 8.65%), GLBE ($18.1M, 8.46%), ITGR ($16.7M, 7.84%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FLYWFLYWIRE CORPORATION$20.1M9.42%1.1MTrimmed
2RELYREMITLY GLOBAL INC$19.3M9.03%859,890Trimmed
3BYBYLINE BANCORP INC$18.5M8.65%490,609Trimmed
4GLBEGLOBAL E ONLINE LTD$18.1M8.46%519,947Added
5ITGRINTEGER HLDGS CORP$16.7M7.84%179,039Added
6RALRALLIANT CORP$16.6M7.80%226,080New
7GILGILDAN ACTIVEWEAR INC$16.3M7.64%316,073Added
8PLOWDOUGLAS DYNAMICS INC$15.1M7.06%279,440Trimmed
9CARGCARGURUS INC$13.3M6.25%391,283Added
10FNKOFUNKO INC$12.4M5.83%2.1MTrimmed
11USFDUS FOODS HLDG CORP$10.6M4.96%103,467Added
12SHCSOTERA HEALTH CO$10.5M4.91%590,362New
13FELEFRANKLIN ELEC INC$9.7M4.53%90,308New
14LZLEGALZOOM COM INC$9.6M4.51%1.6MTrimmed
15GDDYGODADDY INC$3.3M1.56%39,236Added
16OMDAOMADA HEALTH INC$3.0M1.39%135,300New
17EYENATIONAL VISION HLDGS INC$354,3650.17%18,641Trimmed
18DRVNDRIVEN BRANDS HLDGS INC$00.00%0Exited
19EWCZEUROPEAN WAX CTR INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30