§ 13F · FUND PROFILE
Ararat Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $186.5T (13F)Positions · 20Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | 8QR | CONFLUENT INC | 701K | $21.2T | 10.4% | NEW |
| 2 | BY | BYLINE BANCORP INC | 651K | $19.0T | 9.4% | −4% |
| 3 | DRVN | DRIVEN BRANDS HLDGS INC | 1.27M | $18.8T | 9.3% | +16% |
| 4 | LZ | LEGALZOOM COM INC | 1.88M | $18.6T | 9.2% | +9% |
| 5 | PLOW | DOUGLAS DYNAMICS INC | 458K | $14.9T | 7.4% | +5% |
| 6 | CARG | CARGURUS INC | 331K | $12.7T | 6.3% | +119% |
| 7 | FLYW | FLYWIRE CORPORATION | 893K | $12.6T | 6.2% | +15% |
| 8 | GLBE | GLOBAL E ONLINE LTD | 319K | $12.5T | 6.2% | NEW |
| 9 | EYE | NATIONAL VISION HLDGS INC | 482K | $12.5T | 6.1% | +21% |
| 10 | GIL | GILDAN ACTIVEWEAR INC | 178K | $11.1T | 5.5% | −18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ARARAT SIGNAL
AC read
Ararat Capital Management LP is a Other fund managing $186518.0 trillion in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed