Ararat Capital Management LP 13F 持仓 · 2026年Q2
Ararat Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 2.13 亿美元。前几大持仓：FLYW（9.42%）、RELY（9.03%）、BY（8.65%）。本季前 25 大持仓中：新建仓 4 只、增持 6 只、减持 7 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLYW | FLYWIRE CORPORATION | $20.1M | 9.42% | 1.1M | 减持 |
| 2 | RELY | REMITLY GLOBAL INC | $19.3M | 9.03% | 859,890 | 减持 |
| 3 | BY | BYLINE BANCORP INC | $18.5M | 8.65% | 490,609 | 减持 |
| 4 | GLBE | GLOBAL E ONLINE LTD | $18.1M | 8.46% | 519,947 | 增持 |
| 5 | ITGR | INTEGER HLDGS CORP | $16.7M | 7.84% | 179,039 | 增持 |
| 6 | RAL | RALLIANT CORP | $16.6M | 7.80% | 226,080 | 新建仓 |
| 7 | GIL | GILDAN ACTIVEWEAR INC | $16.3M | 7.64% | 316,073 | 增持 |
| 8 | PLOW | DOUGLAS DYNAMICS INC | $15.1M | 7.06% | 279,440 | 减持 |
| 9 | CARG | CARGURUS INC | $13.3M | 6.25% | 391,283 | 增持 |
| 10 | FNKO | FUNKO INC | $12.4M | 5.83% | 2.1M | 减持 |
| 11 | USFD | US FOODS HLDG CORP | $10.6M | 4.96% | 103,467 | 增持 |
| 12 | SHC | SOTERA HEALTH CO | $10.5M | 4.91% | 590,362 | 新建仓 |
| 13 | FELE | FRANKLIN ELEC INC | $9.7M | 4.53% | 90,308 | 新建仓 |
| 14 | LZ | LEGALZOOM COM INC | $9.6M | 4.51% | 1.6M | 减持 |
| 15 | GDDY | GODADDY INC | $3.3M | 1.56% | 39,236 | 增持 |
| 16 | OMDA | OMADA HEALTH INC | $3.0M | 1.39% | 135,300 | 新建仓 |
| 17 | EYE | NATIONAL VISION HLDGS INC | $354,365 | 0.17% | 18,641 | 减持 |
| 18 | DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | 清仓 |
| 19 | EWCZ | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR