Ararat Capital Management LP holds a focused book of 15 stocks worth $177.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened INTEGER HLDGS CORP and trimmed BYLINE BANCORP INC. Their largest long position is BYLINE BANCORP INC at 11% of the equity book.
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Use Arkolith to show Ararat Capital Management LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
36% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Byline Bancorp Inc COM | $19.7M | 623.8K | 11.1% | ▼−4.2% Reduced · −27K sh | |
| 2 | European Wax CTR Inc CLASS A COM | $17.9M | 3.10M | 10.1% | ▲+45% Added · +961K sh | |
| 3 | Flywire Corporation COM VTG | $16.8M | 1.44M | 9.5% | ▲+62% Added · +552K sh | |
| 4 | Remitly Global Inc COM | $15.9M | 1.01M | 9.0% | ▲+45% Added · +313K sh | |
| 5 | National Vision Hldgs Inc COM | $14.7M | 567.1K | 8.3% | ▲+18% Added · +85K sh | |
| 6 | Gildan Activewear Inc COM | $13.7M | 246.1K | 7.7% | ▲+38% Added · +68K sh | |
| 7 | Douglas Dynamics Inc COM | $13.5M | 321.8K | 7.6% | ▼−30% Reduced · −136K sh | |
| 8 | Cargurus Inc COM CL A | $13.1M | 383.9K | 7.4% | ▲+16% Added · +53K sh | |
| 9 | Global E Online Ltd SHS | $13.0M | 420.7K | 7.3% | ▲+32% Added · +102K sh | |
| 10 | Legalzoom Com Inc COM | $12.4M | 2.19M | 7.0% | ▲+17% Added · +319K sh | |
| 11 | US Foods Hldg Corp COM | $9.1M | 99.0K | 5.1% | ▲+45% Added · +31K sh | |
| 12 | Funko Inc COM CL A | $7.9M | 2.51M | 4.5% | ▲+196% Added · +1.7M sh | |
| 13 | Integer Hldgs Corp COM | $5.4M | 61.5K | 3.0% | ▲New New position | |
| 14 | Godaddy Inc CL A | $3.2M | 39.1K | 1.8% | ▼−4.7% Reduced · −2K sh | |
| 15 | Driven Brands Hldgs Inc COM | $1.2M | 91.6K | 0.7% | ▼−93% Reduced · −1.2M sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 15 | $177.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 18 | $203.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 20 | $186.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 19 | $220.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 16 | $204.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 16 | $250.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 18 | $289.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 21 | $325.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 23 | $352.1M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 19 | $345.3M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 18 | $294.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 18 | $299.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 21 | $313.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 19 | $300.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 17 | $239.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 17 | $278.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 16 | $312.8M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 19 | $317.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 18 | $283.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 22 | $217.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 20 | $183.9M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 18 | $172.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.