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 DRVN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,155,378 | 91,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,821,236 | 1,269,989 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,684,172 | 1,097,714 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,092,092 | 1,087,249 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,402,366 | 723,592 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||