DOSSIER · 13F-HR · Q1 2026

Ararat Capital Management LP

Ararat's holding co. based in London, UK $178M in tracked AUM across 15 positions as of Q1 2026.

A
Ararat·London, UK·Holding Co.
CIK 0001768757 · last filed Mar 31, 2026
Total AUM
$178M
5.8%
vs prior
Holdings
15
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Financials
17% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Ararat Capital Management LP reported a significant contraction in assets under management (AUM) for the quarter ended September 30, 2025, with total portfolio value decreasing by 42.7%, from approximately $220.52 million to $126.32 million. This reduction was driven by a combination of active portfolio deleveraging, substantial exits, and position reductions rather than solely market depreciation. The portfolio remains highly concentrated, holding only 13 positions, whic...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BY
BYLINE BANCORP INC
$20M624K11.1%
02
EWCZ
EUROPEAN WAX CTR INC
$18M3.1M10.1%
03
FLYW
FLYWIRE CORPORATION
$17M1.4M9.5%
04
RELY
REMITLY GLOBAL INC
$16M1.0M9.0%
05
EYE
NATIONAL VISION HLDGS INC
$15M567K8.3%
06
GIL
GILDAN ACTIVEWEAR INC
$14M246K7.7%
07
PLOW
DOUGLAS DYNAMICS INC
$14M322K7.6%
08
CARG
CARGURUS INC
$13M384K7.4%
09
M5216V106
GLOBAL E ONLINE LTD
$13M421K7.3%
10
LZ
LEGALZOOM COM INC
$12M2.2M7.0%

Filing history

Filing history loading…