Ararat Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EUROPEAN WAX CTR INC | 2,140,700 | 3,102,117 | +961,417 | 7,706,520 | 17,930,236 | 10.10% | +10,223,716 |
| REMITLY GLOBAL INC(RELY) | 702,186 | 1,014,991 | +312,805 | 9,690,167 | 15,904,909 | 8.95% | +6,214,742 |
| INTEGER HLDGS CORP(ITGR) | 0 | 61,468 | +61,468 | 0 | 5,409,184 | 3.05% | +5,409,184 |
| FUNKO INC | 849,041 | 2,514,703 | +1,665,662 | 2,886,739 | 7,921,314 | 4.46% | +5,034,575 |
| FLYWIRE CORPORATION(FLYW) | 892,850 | 1,444,784 | +551,934 | 12,642,756 | 16,817,286 | 9.47% | +4,174,530 |
| US FOODS HLDG CORP(USFD) | 68,440 | 99,019 | +30,579 | 5,154,901 | 9,130,542 | 5.14% | +3,975,641 |
| GILDAN ACTIVEWEAR INC(GIL) | 177,864 | 246,077 | +68,213 | 11,109,385 | 13,694,185 | 7.71% | +2,584,800 |
| NATIONAL VISION HLDGS INC(EYE) | 482,263 | 567,143 | +84,880 | 12,452,031 | 14,689,004 | 8.27% | +2,236,973 |
| BYLINE BANCORP INC(BY) | 651,196 | 623,772 | -27,424 | 18,982,363 | 19,692,482 | 11.09% | +710,119 |
| GLOBAL E ONLINE LTD | 318,626 | 420,741 | +102,115 | 12,525,188 | 12,979,860 | 7.31% | +454,672 |
| CARGURUS INC(CARG) | 330,969 | 383,853 | +52,884 | 12,692,661 | 13,070,195 | 7.36% | +377,534 |
| DOUGLAS DYNAMICS INC(PLOW) | 457,720 | 321,761 | -135,959 | 14,944,558 | 13,542,920 | 7.62% | -1,401,638 |
| GODADDY INC(GDDY) | 41,059 | 39,138 | -1,921 | 5,094,601 | 3,235,538 | 1.82% | -1,859,063 |
| KINDERCARE LEARNING COMPANIE | 601,466 | 0 | -601,466 | 2,598,333 | 0 | — | -2,598,333 |
| LEGALZOOM COM INC(LZ) | 1,875,255 | 2,194,271 | +319,016 | 18,621,282 | 12,441,517 | 7.00% | -6,179,765 |
| NCINO INC(NCNO) | 248,900 | 0 | -248,900 | 6,381,796 | 0 | — | -6,381,796 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 106,002 | 0 | -106,002 | 9,463,859 | 0 | — | -9,463,859 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 1,269,989 | 91,624 | -1,178,365 | 18,821,237 | 1,155,379 | 0.65% | -17,665,858 |
| CONFLUENT INC | 701,170 | 0 | -701,170 | 21,203,381 | 0 | — | -21,203,381 |