Filed: 5/15/2026ACC: 0001768757-26-000003
📋 What this filing means
ARARAT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $177.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$177.61M
Total AUM (reported)
13.13M
Total Shares
Allocation by class
COM$105.66M59.5%
COM CL A$20.99M11.8%
CLASS A COM$17.93M10.1%
COM VTG$16.82M9.5%
SHS$12.98M7.3%
CL A$3.24M1.8%
Portfolio Concentration
Top 3$54.44M30.7%
4–10$96.32M54.2%
11–25$26.85M15.1%
Top 3 weight
30.7%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 13.13M
Sole
Full voting authority
13.13M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
BYLINE BANCORP INC
SOLEShares623.77K
TypeSH
Market value$19.69M
11.09%
Sole
623.77K
Shared
0.00
None
0.00
EUROPEAN WAX CTR INC
SOLEShares3.10M
TypeSH
Market value$17.93M
10.10%
Sole
3.10M
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares1.44M
TypeSH
Market value$16.82M
9.47%
Sole
1.44M
Shared
0.00
None
0.00
REMITLY GLOBAL INC
SOLEShares1.01M
TypeSH
Market value$15.90M
8.95%
Sole
1.01M
Shared
0.00
None
0.00
NATIONAL VISION HLDGS INC
SOLEShares567.14K
TypeSH
Market value$14.69M
8.27%
Sole
567.14K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares246.08K
TypeSH
Market value$13.69M
7.71%
Sole
246.08K
Shared
0.00
None
0.00
DOUGLAS DYNAMICS INC
SOLEShares321.76K
TypeSH
Market value$13.54M
7.62%
Sole
321.76K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares383.85K
TypeSH
Market value$13.07M
7.36%
Sole
383.85K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares420.74K
TypeSH
Market value$12.98M
7.31%
Sole
420.74K
Shared
0.00
None
0.00
LEGALZOOM COM INC
SOLEShares2.19M
TypeSH
Market value$12.44M
7.00%
Sole
2.19M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares99.02K
TypeSH
Market value$9.13M
5.14%
Sole
99.02K
Shared
0.00
None
0.00
FUNKO INC
SOLEShares2.51M
TypeSH
Market value$7.92M
4.46%
Sole
2.51M
Shared
0.00
None
0.00
INTEGER HLDGS CORP
SOLEShares61.47K
TypeSH
Market value$5.41M
3.05%
Sole
61.47K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares39.14K
TypeSH
Market value$3.24M
1.82%
Sole
39.14K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares91.62K
TypeSH
Market value$1.16M
0.65%
Sole
91.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BYLINE BANCORP INCSOLE | COM | 623.77K | SH | $19.69M 11.09% | 623.77K | 0.00 | 0.00 |
EUROPEAN WAX CTR INCSOLE | CLASS A COM | 3.10M | SH | $17.93M 10.10% | 3.10M | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 1.44M | SH | $16.82M 9.47% | 1.44M | 0.00 | 0.00 |
REMITLY GLOBAL INCSOLE | COM | 1.01M | SH | $15.90M 8.95% | 1.01M | 0.00 | 0.00 |
NATIONAL VISION HLDGS INCSOLE | COM | 567.14K | SH | $14.69M 8.27% | 567.14K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 246.08K | SH | $13.69M 7.71% | 246.08K | 0.00 | 0.00 |
DOUGLAS DYNAMICS INCSOLE | COM | 321.76K | SH | $13.54M 7.62% | 321.76K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 383.85K | SH | $13.07M 7.36% | 383.85K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 420.74K | SH | $12.98M 7.31% | 420.74K | 0.00 | 0.00 |
LEGALZOOM COM INCSOLE | COM | 2.19M | SH | $12.44M 7.00% | 2.19M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 99.02K | SH | $9.13M 5.14% | 99.02K | 0.00 | 0.00 |
FUNKO INCSOLE | COM CL A | 2.51M | SH | $7.92M 4.46% | 2.51M | 0.00 | 0.00 |
INTEGER HLDGS CORPSOLE | COM | 61.47K | SH | $5.41M 3.05% | 61.47K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 39.14K | SH | $3.24M 1.82% | 39.14K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 91.62K | SH | $1.16M 0.65% | 91.62K | 0.00 | 0.00 |