Ararat Capital Management
Ararat Capital Management reported 17 stocks worth $213M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FLYW (9.4%), RELY (9.0%) and BY (8.7%). Compared with Q1 2026, the fund opened new positions in RAL, SHC and FELE, added to GLBE, ITGR and GIL, trimmed FLYW, RELY and BY and sold out of EWCZ and DRVN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FLYW Flywire Corporation | $20.1M | 9.4% | 1.1M | −300K (−21%) | 4 of 8 | |
| 2 |  RELY Remitly Global Inc | $19.3M | 9.0% | 860K | −155K (−15%) | 3 of 8 | |
| 3 |  BY Byline Bancorp Inc | $18.5M | 8.7% | 491K | −133K (−21%) | 8 of 8 | |
| 4 |  GLBE Global E Online Ltd | $18.1M | 8.5% | 520K | +99K (+24%) | 3 of 8 | |
| 5 |  ITGR Integer Hldgs Corp | $16.7M | 7.8% | 179K | +118K (+191%) | 2 of 8 | |
| 6 |  RAL Ralliant Corp | $16.6M | 7.8% | 226K | New position | 1 of 8 | |
| 7 |  GIL Gildan Activewear Inc F | $16.3M | 7.6% | 316K | +70K (+28%) | 8 of 8 | |
| 8 |  PLOW Douglas Dynamics Inc | $15.1M | 7.1% | 279K | −42K (−13%) | 8 of 8 | |
| 9 |  CARG Cargurus Inc | $13.3M | 6.3% | 391K | +7,430 (+2%) | 5 of 8 | |
| 10 |  FNKO Funko Inc | $12.4M | 5.8% | 2.1M | −398K (−16%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Ararat Capital Management 13F FAQ
What does Ararat Capital Management own?
Ararat Capital Management reported 17 stocks worth $213M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FLYW (9.4%), RELY (9.0%) and BY (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Ararat Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 6 added to, 7 trimmed and 2 sold out. New positions include RAL, SHC and FELE. It sold all of EWCZ and DRVN.
When will Ararat Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Ararat Capital Management's portfolio worth?
The Q2 2026 filing reports $213M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.