Go Pro

Ararat Capital Management Lp Top Holdings and 13F Report (2026)

About Ararat Capital Management Lp

Investment Activity

  • Ararat Capital Management Lp has $213.48 million in total holdings as of June 30, 2026.
  • Ararat Capital Management Lp owns shares of 17 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 27.42% of the portfolio was purchased this quarter.
  • About 24.23% of the portfolio was sold this quarter.
  • This quarter, Ararat Capital Management Lp has purchased 15 new stocks and bought additional shares in 6 stocks.
  • Ararat Capital Management Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Flywire
$20,115,946
REMITLY GLOBAL INC
$19,270,135
Byline Bancorp
$18,476,335
Global-e Online
$18,057,759
Integer
$16,731,195

Largest New Holdings this Quarter

750940108 - RALLIANT CORP
$16,646,270 Holding
83601L102 - Sotera Health
$10,478,926 Holding
353514102 - Franklin Electric
$9,680,115 Holding
68170A108 - OMADA HEALTH INC
$2,969,835 Holding

Largest Purchases this Quarter

RALLIANT CORP
226,080 shares (about $16.65M)
Integer
117,571 shares (about $10.99M)
Sotera Health
590,362 shares (about $10.48M)
Franklin Electric
90,308 shares (about $9.68M)
Gildan Activewear
69,996 shares (about $3.61M)

Largest Sales this Quarter

National Vision
548,502 shares (about $10.43M)
Flywire
299,881 shares (about $5.27M)
Byline Bancorp
133,163 shares (about $5.01M)
LegalZoom.com
625,216 shares (about $3.83M)
REMITLY GLOBAL INC
155,101 shares (about $3.48M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArarat Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Flywire Corporation stock logo
FLYW
Flywire
$20,115,946$5,268,909 â–¼-20.8%1,144,9039.4%Finance
REMITLY GLOBAL INC
$19,270,135$3,475,813 â–¼-15.3%859,8909.0%COM
Byline Bancorp, Inc. stock logo
BY
Byline Bancorp
$18,476,335$5,014,919 â–¼-21.3%490,6098.7%Finance
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$18,057,759$3,445,424 â–²23.6%519,9478.5%Consumer Discretionary
Integer Holdings Corporation stock logo
ITGR
Integer
$16,731,195$10,987,010 â–²191.3%179,0397.8%Healthcare
RALLIANT CORP
$16,646,270$16,646,270 â–²New Holding226,0807.8%COM
Gildan Activewear, Inc. stock logo
GIL
Gildan Activewear
$16,309,367$3,611,794 â–²28.4%316,0737.6%Consumer Discretionary
Douglas Dynamics, Inc. stock logo
PLOW
Douglas Dynamics
$15,075,788$2,283,218 â–¼-13.2%279,4407.1%Industrials
CarGurus, Inc. stock logo
CARG
CarGurus
$13,338,837$253,289 â–²1.9%391,2836.2%Communication Services
Funko, Inc. stock logo
FNKO
Funko
$12,447,690$2,338,764 â–¼-15.8%2,116,9545.8%Consumer Discretionary
US Foods Holding Corp. stock logo
USFD
US Foods
$10,579,501$454,808 â–²4.5%103,4675.0%Consumer Staples
Sotera Health Company stock logo
SHC
Sotera Health
$10,478,926$10,478,926 â–²New Holding590,3624.9%Healthcare
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$9,680,115$9,680,115 â–²New Holding90,3084.5%Industrials
LegalZoom.com, Inc. stock logo
LZ
LegalZoom.com
$9,618,307$3,832,574 â–¼-28.5%1,569,0554.5%Industrials
GoDaddy Inc. stock logo
GDDY
GoDaddy
$3,330,352$8,318 â–²0.3%39,2361.6%Technology
OMADA HEALTH INC
$2,969,835$2,969,835 â–²New Holding135,3001.4%COM
National Vision Holdings, Inc. stock logo
EYE
National Vision
$354,365$10,427,011 â–¼-96.7%18,6410.2%Consumer Discretionary
European Wax Center, Inc. stock logo
EWCZ
European Wax Center
$0$17,930,236 â–¼-100.0%00.0%Consumer Staples
Driven Brands Holdings Inc. stock logo
DRVN
Driven Brands
$0$1,155,379 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data