Ararat Capital Management LP 13F Holdings

CIK 0001768757 · WESTPORT, CT

As of Sep 30, 2025, Ararat Capital Management LP reported 20 positions worth 86.5M in its SEC Form 13F filing.

Top 20 holdings

SecurityTickerSectorSharesValue% of portfolio
BYLINE BANCORP INCBYFinancial Services679,116 8.8M10.10%
LEGALZOOMCOM INCLZIndustrials1,715,356 7.8M9.55%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical1,097,714 7.7M9.48%
Douglas Dynamics,Inc.PLOW—434,998 3.6M7.29%
GILDAN ACTIVEWEAR INCGILConsumer Cyclical217,685 2.6M6.75%
EUROPEAN WAX CTR INCEWCZConsumer Defensive3,114,767 2.4M6.66%
NATIONAL VISION HOLDINGS INCEYEConsumer Cyclical398,289 1.6M6.23%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical133,456 1.3M6.03%
FLYWIRE CORPFLYWTechnology774,864 0.5M5.63%
NCINO INCNCNOTechnology361,292$9.8M5.25%
CAMPING WORLD HOLDINGS INCCWHConsumer Cyclical443,116$7.0M3.75%
INTEGRAL AD SCIENCE HOLDING CORPIASCommunication Services668,407$6.8M3.64%
KLAVIYO INCKVYOTechnology221,107$6.1M3.28%
CARGURUS INCCARGConsumer Cyclical151,021$5.6M3.01%
GODADDY INCGDDYTechnology35,027$4.8M2.57%
JFROG LTDFROGTechnology101,054$4.8M2.56%
US FOODS HOLDING CORPUSFDConsumer Defensive61,773$4.7M2.54%
PAYCOM SOFTWARE INCPAYCTechnology18,126$3.8M2.02%
KINDERCARE LEARNING COMPANIES INCKLCConsumer Defensive550,644$3.7M1.96%
FUNKO INCFNKOConsumer Cyclical914,102$3.1M1.69%