Filed: 2/17/2026ACC: 0001768757-26-000001
📋 What this filing means
ARARAT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $202.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$202.97M
Total AUM (reported)
11.92M
Total Shares
Allocation by class
COM$128.22M63.2%
CLASS A COM$28.91M14.2%
COM CL A$15.58M7.7%
COM VTG$12.64M6.2%
SHS$12.53M6.2%
CL A$5.09M2.5%
Portfolio Concentration
Top 3$59.01M29.1%
4–10$94.99M46.8%
11–25$48.98M24.1%
Top 3 weight
29.1%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 11.92M
Sole
Full voting authority
11.92M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
CONFLUENT INC
SOLEShares701.17K
TypeSH
Market value$21.20M
10.45%
Sole
701.17K
Shared
0.00
None
0.00
BYLINE BANCORP INC
SOLEShares651.20K
TypeSH
Market value$18.98M
9.35%
Sole
651.20K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares1.27M
TypeSH
Market value$18.82M
9.27%
Sole
1.27M
Shared
0.00
None
0.00
LEGALZOOM COM INC
SOLEShares1.88M
TypeSH
Market value$18.62M
9.17%
Sole
1.88M
Shared
0.00
None
0.00
DOUGLAS DYNAMICS INC
SOLEShares457.72K
TypeSH
Market value$14.94M
7.36%
Sole
457.72K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares330.97K
TypeSH
Market value$12.69M
6.25%
Sole
330.97K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares892.85K
TypeSH
Market value$12.64M
6.23%
Sole
892.85K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares318.63K
TypeSH
Market value$12.53M
6.17%
Sole
318.63K
Shared
0.00
None
0.00
NATIONAL VISION HLDGS INC
SOLEShares482.26K
TypeSH
Market value$12.45M
6.13%
Sole
482.26K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares177.86K
TypeSH
Market value$11.11M
5.47%
Sole
177.86K
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares702.19K
TypeSH
Market value$9.69M
4.77%
Sole
702.19K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares106K
TypeSH
Market value$9.46M
4.66%
Sole
106K
Shared
0.00
None
0.00
EUROPEAN WAX CTR INC
SOLEShares2.14M
TypeSH
Market value$7.71M
3.80%
Sole
2.14M
Shared
0.00
None
0.00
NCINO INC
SOLEShares248.90K
TypeSH
Market value$6.38M
3.14%
Sole
248.90K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares68.44K
TypeSH
Market value$5.15M
2.54%
Sole
68.44K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares41.06K
TypeSH
Market value$5.09M
2.51%
Sole
41.06K
Shared
0.00
None
0.00
FUNKO INC
SOLEShares849.04K
TypeSH
Market value$2.89M
1.42%
Sole
849.04K
Shared
0.00
None
0.00
KINDERCARE LEARNING COMPANIE
SOLEShares601.47K
TypeSH
Market value$2.60M
1.28%
Sole
601.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONFLUENT INCSOLE | CLASS A COM | 701.17K | SH | $21.20M 10.45% | 701.17K | 0.00 | 0.00 |
BYLINE BANCORP INCSOLE | COM | 651.20K | SH | $18.98M 9.35% | 651.20K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 1.27M | SH | $18.82M 9.27% | 1.27M | 0.00 | 0.00 |
LEGALZOOM COM INCSOLE | COM | 1.88M | SH | $18.62M 9.17% | 1.88M | 0.00 | 0.00 |
DOUGLAS DYNAMICS INCSOLE | COM | 457.72K | SH | $14.94M 7.36% | 457.72K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 330.97K | SH | $12.69M 6.25% | 330.97K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 892.85K | SH | $12.64M 6.23% | 892.85K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 318.63K | SH | $12.53M 6.17% | 318.63K | 0.00 | 0.00 |
NATIONAL VISION HLDGS INCSOLE | COM | 482.26K | SH | $12.45M 6.13% | 482.26K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 177.86K | SH | $11.11M 5.47% | 177.86K | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 702.19K | SH | $9.69M 4.77% | 702.19K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 106K | SH | $9.46M 4.66% | 106K | 0.00 | 0.00 |
EUROPEAN WAX CTR INCSOLE | CLASS A COM | 2.14M | SH | $7.71M 3.80% | 2.14M | 0.00 | 0.00 |
NCINO INCSOLE | COM | 248.90K | SH | $6.38M 3.14% | 248.90K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 68.44K | SH | $5.15M 2.54% | 68.44K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 41.06K | SH | $5.09M 2.51% | 41.06K | 0.00 | 0.00 |
FUNKO INCSOLE | COM CL A | 849.04K | SH | $2.89M 1.42% | 849.04K | 0.00 | 0.00 |
KINDERCARE LEARNING COMPANIESOLE | COM | 601.47K | SH | $2.60M 1.28% | 601.47K | 0.00 | 0.00 |