StockDriftsStockDriftsTop 17 Ararat Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLYW | FLYWIRE CORPORATION | 9.42% | 1.14M | $20.1M | -20.76%(-299.88K) | $12.83(+37.05%) | 2026-06-30 | |
| RELY | REMITLY GLOBAL INC | 9.03% | 859.9K | $19.3M | -15.28%(-155.10K) | $14.95(+66.46%) | 2026-06-30 | |
| BY | BYLINE BANCORP INC | 8.65% | 490.6K | $18.5M | -21.35%(-133.16K) | $20.45(+91.99%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 8.46% | 519.9K | $18.1M | +23.58%(+99.21K) | $35.94(+16.73%) | 2026-06-30 | |
| ITGR | INTEGER HLDGS CORP | 7.84% | 179.0K | $16.7M | +191.27%(+117.57K) | $87.21(+43.39%) | 2026-06-30 | |
| RAL | RALLIANT CORP | 7.8% | 226.1K | $16.6M | new | $56.54(+27.71%) | 2026-06-30 | |
| GIL | GILDAN ACTIVEWEAR INC | 7.64% | 316.1K | $16.3M | +28.44%(+70.00K) | $44.19(+29.05%) | 2026-06-30 | |
| PLOW | DOUGLAS DYNAMICS INC | 7.06% | 279.4K | $15.1M | -13.15%(-42.32K) | $25.83(+64.69%) | 2026-06-30 | |
| CARG | CARGURUS INC | 6.25% | 391.3K | $13.3M | +1.94%(+7.43K) | $34.95(+7.75%) | 2026-06-30 | |
| FNKO | FUNKO INC | 5.83% | 2.12M | $12.4M | -15.82%(-397.75K) | $4.10(+46.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.52% | +38.68% | -0.25% | -1.26% |
| Top 20 Holdings Unweighted | +10.30% | +34.19% | -3.10% | -14.55% |
Ararat Capital Management LP reports $213.48M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are FLYW (9.4%), RELY (9.0%) and BY (8.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +38.68% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ararat Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1768757). View Ararat Capital Management LP’s 13F filings on SEC