Ararat Capital Management LP
Top Portfolio Positions
15 positions ·
$177,614,543 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BY |
Byline Bancorp, Inc.
Financial Services
|
623,772 | $19,692,482 | 11.09% | |
| EWCZ |
European Wax Center, Inc.
Consumer Defensive
|
3,102,117 | $17,930,236 | 10.10% | |
| FLYW |
Flywire Corp
Technology
|
1,444,784 | $16,817,285 | 9.47% | |
| RELY |
Remitly Global, Inc.
Technology
|
1,014,991 | $15,904,908 | 8.95% | |
| EYE |
National Vision Holdings, Inc.
Consumer Cyclical
|
567,143 | $14,689,003 | 8.27% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
246,077 | $13,694,185 | 7.71% | |
| PLOW |
Douglas Dynamics, Inc
Consumer Cyclical
|
321,761 | $13,542,920 | 7.62% | |
| CARG |
CarGurus, Inc.
Consumer Cyclical
|
383,853 | $13,070,194 | 7.36% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
420,741 | $12,979,859 | 7.31% | |
| LZ |
Legalzoom.Com, Inc.
Industrials
|
2,194,271 | $12,441,516 | 7.00% |
Portfolio Trend
22 quarters · across all stocks
Holdings in FLYW
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,817,285 | 1,444,784 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,642,756 | 892,850 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,491,658 | 774,864 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||