What does Ararat Capital Management LP hold?

Ararat Capital Management LP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include BY, EWCZ, FLYW. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1768757.

What is Ararat Capital Management LP's AUM?

Ararat Capital Management LP reported approximately $177.6M in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $358.6M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Ararat Capital Management LP's holdings?

All Ararat Capital Management LP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1768757. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Ararat Capital Management LP's 13F data updated on 13F Pro?

Ararat Capital Management LP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Ararat Capital Management LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1768757

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$177.6M

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Ararat Capital Management LP disclosed 15 positions worth $177.6M in its Form 13F-HR for Q1 2026, led by $BY (BYLINE BANCORP, INC.) at 11.1% of the equity portfolio, followed by $EWCZ and $FLYW. During the quarter the fund opened 1 new position and exited 4 — including a new stake in $ITGR and a full exit from $CFLT. The portfolio is most concentrated in Consumer Discretionary (28.1% of disclosed assets). All figures are sourced directly from Ararat Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1768757.

AI Fund Analysis

Concentrating

2 quarters accumulating

$EYE

2 quarters accumulating

$CARG

2 quarters accumulating

$LZ

2 quarters accumulating

$USFD

2 quarters accumulating

Sector Allocation

Consumer DiscretionaryIndustrialsTechnologyHealthcareFinancials

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

BYLINE BANCORP, INC.
$BY
—
Quality
$19.7M623,772 sh
European Wax Center, Inc.
$EWCZ
—
Quality
$17.9M3,102,117 sh
Flywire Corp
$FLYW
56.2#1,120
Quality
$16.8M1,444,784 sh
Remitly Global, Inc.
$RELY
66.0
Quality
$15.9M1,014,991 sh
National Vision Holdings, Inc.
$EYE
55.4
Quality
$14.7M567,143 sh
Gildan Activewear Inc.
$GIL
—
Quality
$13.7M246,077 sh
DOUGLAS DYNAMICS, INC
$PLOW
52.2
Quality
$13.5M321,761 sh
CarGurus, Inc.
$CARG
66.8
Quality
$13.1M383,853 sh
Global-E Online Ltd.
$GLBE
—
Quality
$13.0M420,741 sh
LEGALZOOM.COM, INC.
$LZ
51.3
Quality
$12.4M2,194,271 sh

Company	Quality	Value	Shares
BYLINE BANCORP, INC.$BY	—	$19.7M	623,772
European Wax Center, Inc.$EWCZ	—	$17.9M	3,102,117
Flywire Corp$FLYW	56.2#1,120	$16.8M	1,444,784
Remitly Global, Inc.$RELY	66.0	$15.9M	1,014,991
National Vision Holdings, Inc.$EYE	55.4	$14.7M	567,143
Gildan Activewear Inc.$GIL	—	$13.7M	246,077
DOUGLAS DYNAMICS, INC$PLOW	52.2	$13.5M	321,761
CarGurus, Inc.$CARG	66.8	$13.1M	383,853
Global-E Online Ltd.$GLBE	—	$13.0M	420,741
LEGALZOOM.COM, INC.$LZ	51.3	$12.4M	2,194,271

Unlock AI quality scores for every holding

32-signal composite ranking on each of Ararat Capital Management LP's 15 positions.

Showing top 10 of 15 holdings.

Sector Allocation

Consumer Discretionary

$49.8M

Industrials

$46.3M

Technology

$41.7M

Healthcare

$20.1M

Financials

$19.7M

Full Holdings — Ararat Capital Management LP (Q1 2026)

All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$BY	BYLINE BANCORP, INC.	$19.7M	11.1%	-4%	—
2	$EWCZ	European Wax Center, Inc.	$17.9M	10.1%	+45%	—
3	$FLYW	Flywire Corp	$16.8M	9.5%	+62%	56.2
4	$RELY	Remitly Global, Inc.	$15.9M	8.9%	+45%	66
5	$EYE	National Vision Holdings, Inc.	$14.7M	8.3%	+18%	55.4
6	$GIL	Gildan Activewear Inc.	$13.7M	7.7%	+38%	—
7	$PLOW	DOUGLAS DYNAMICS, INC	$13.5M	7.6%	-30%	52.2
8	$CARG	CarGurus, Inc.	$13.1M	7.4%	+16%	66.8
9	$GLBE	Global-E Online Ltd.	$13.0M	7.3%	+32%	—
10	$LZ	LEGALZOOM.COM, INC.	$12.4M	7.0%	+17%	51.3
11	$USFD	US Foods Holding Corp.	$9.1M	5.1%	+45%	60.6
12	$FNKO	Funko, Inc.	$7.9M	4.5%	+196%	24.1
13	$ITGR	Integer Holdings Corp	$5.4M	3.0%	NEW	50.2
14	$GDDY	GoDaddy Inc.	$3.2M	1.8%	-5%	72.4
15	$DRVN	Driven Brands Holdings Inc.	$1.2M	0.7%	-93%	52.8

New Positions (1)

$ITGR Integer Holdings Corp$5.4M

Exited Positions (4)

$CFLT Confluent, Inc.

$SGI SOMNIGROUP INTERNATIONAL INC.

$NCNO nCino, Inc.

$KLC KinderCare Learning Companies, Inc.

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Available Analysis

13F Pro tracks comprehensive institutional data for Ararat Capital Management LP including:

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Quarter-over-quarter position changes

Accumulation & distribution patterns

Sector allocation breakdown

Historical portfolio evolution

New positions & complete exits

Concentration analysis

Peer comparison with similar funds

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AI-Powered Hedge Fund Analysis: Ararat Capital Management LP

13F Pro is an AI hedge fund tracker and stock research platform. For Ararat Capital Management LP (SEC CIK: 1768757), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Ararat Capital Management LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.