Ararat Capital Management LP
Top Portfolio Positions
15 positions ·
$195,544,779 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| EWCZ |
European Wax Center, Inc.
Consumer Defensive
|
6,204,234 | $35,860,472 | 18.34% | |
| BY |
Byline Bancorp, Inc.
Financial Services
|
623,772 | $19,692,482 | 10.07% | |
| FLYW |
Flywire Corp
Technology
|
1,444,784 | $16,817,285 | 8.60% | |
| RELY |
Remitly Global, Inc.
Technology
|
1,014,991 | $15,904,908 | 8.13% | |
| EYE |
National Vision Holdings, Inc.
Consumer Cyclical
|
567,143 | $14,689,003 | 7.51% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
246,077 | $13,694,185 | 7.00% | |
| PLOW |
Douglas Dynamics, Inc
Consumer Cyclical
|
321,761 | $13,542,920 | 6.93% | |
| CARG |
CarGurus, Inc.
Consumer Cyclical
|
383,853 | $13,070,194 | 6.68% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
420,741 | $12,979,859 | 6.64% | |
| LZ |
Legalzoom.Com, Inc.
Industrials
|
2,194,271 | $12,441,516 | 6.36% |
Portfolio Trend
22 quarters · across all stocks
Holdings in BY
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,692,482 | 623,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,982,363 | 651,196 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,831,886 | 679,116 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,988,182 | 785,192 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,098,432 | 806,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,255,825 | 801,925 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,147,142 | 827,312 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,865,466 | 1,215,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,705,269 | 1,551,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,550,271 | 1,254,256 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,464,925 | 1,444,187 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,093,914 | 1,553,008 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,138,452 | 1,394,008 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,083,330 | 1,135,539 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,117,955 | 1,042,862 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,008,593 | 882,714 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,606,024 | 809,821 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,783,763 | 650,229 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,064,367 | 613,370 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $12,447,156 | 550,029 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,377,585 | 490,666 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,325,948 | 797,796 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||