Ararat Capital Management Lp Top Holdings and 13F Report (2024) → Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector… (From InvestorPlace) (Ad) About Ararat Capital Management LpInvestment ActivityArarat Capital Management Lp has $352.14 million in total holdings as of March 31, 2024.Ararat Capital Management Lp owns shares of 23 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 33.07% of the portfolio was purchased this quarter.About 42.25% of the portfolio was sold this quarter.This quarter, Ararat Capital Management Lp has purchased 19 new stocks and bought additional shares in 5 stocks.Ararat Capital Management Lp sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Byline Bancorp $33,705,270LegalZoom.com $33,620,602Enfusion $28,269,832Squarespace $28,008,695Gildan Activewear $26,686,259 Largest New Holdings this Quarter Gildan Activewear $26,686,259 HoldingKBR $16,964,881 HoldingWillScot Mobile Mini $11,285,364 HoldingThermon Group $11,181,013 HoldingDouglas Dynamics $9,192,928 Holding Largest Purchases this Quarter Gildan Activewear 718,725 shares (about $26.69M)KBR 266,492 shares (about $16.96M)European Wax Center 935,362 shares (about $12.14M)WillScot Mobile Mini 242,696 shares (about $11.29M)Thermon Group 341,718 shares (about $11.18M) Largest Sales this Quarter MediaAlpha 1,041,873 shares (about $21.22M)Impinj 123,374 shares (about $15.84M)JFrog 318,909 shares (about $14.10M)GoDaddy 40,333 shares (about $4.79M)US Foods 58,474 shares (about $3.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArarat Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBYByline Bancorp$33,705,270$6,462,829 ▲23.7%1,551,8089.6%FinanceLZLegalZoom.com$33,620,602$274,697 ▼-0.8%2,520,2859.5%Industrial ProductsENFNEnfusion$28,269,832$4,373,243 ▲18.3%3,056,1988.0%Computer and TechnologySQSPSquarespace$28,008,695$2,948,943 ▼-9.5%768,6258.0%Computer and TechnologyGILGildan Activewear$26,686,259$26,686,259 ▲New Holding718,7257.6%Consumer DiscretionaryTPXTempur Sealy International$24,927,957$599,167 ▲2.5%438,7187.1%Retail/WholesaleUSFDUS Foods$23,066,562$3,155,842 ▼-12.0%427,3966.6%Consumer StaplesEWCZEuropean Wax Center$19,437,693$12,140,999 ▲166.4%1,497,5115.5%Consumer StaplesKBRKBR$16,964,881$16,964,881 ▲New Holding266,4924.8%ConstructionPAYCPaycom Software$13,392,975$3,147,144 ▲30.7%67,2983.8%Computer and TechnologyWSCWillScot Mobile Mini$11,285,364$11,285,364 ▲New Holding242,6963.2%Consumer DiscretionaryPIImpinj$11,245,121$15,842,456 ▼-58.5%87,5723.2%Computer and TechnologyTHRThermon Group$11,181,013$11,181,013 ▲New Holding341,7183.2%Computer and TechnologyFROGJFrog$11,024,444$14,102,156 ▼-56.1%249,3093.1%Computer and TechnologyKNXKnight-Swift Transportation$10,158,838$1,897,750 ▼-15.7%184,6392.9%TransportationGDDYGoDaddy$9,752,054$4,786,720 ▼-32.9%82,1712.8%Computer and TechnologyPLOWDouglas Dynamics$9,192,928$9,192,928 ▲New Holding381,1332.6%Auto/Tires/TrucksXOMExxon Mobil$8,725,091$137,279 ▼-1.5%75,0612.5%Oils/EnergyTGLSTecnoglass$7,456,784$7,456,784 ▲New Holding143,3172.1%Retail/WholesaleSKINBeauty Health$4,934,643$2,797,094 ▼-36.2%1,111,4061.4%MedicalCWHCamping World$4,085,539$4,085,539 ▲New Holding146,6981.2%Consumer DiscretionaryNCNOnCino$2,871,532$2,871,532 ▲New Holding76,8200.8%Computer and TechnologyMAXMediaAlpha$2,146,448$21,222,953 ▼-90.8%105,3730.6%Business ServicesROVRRover Group$0$28,765,817 ▼-100.0%00.0%Retail/WholesaleCMPCompass Minerals International$0$24,137,910 ▼-100.0%00.0%Basic MaterialsQDELQuidelOrtho$0$15,430,790 ▼-100.0%00.0%MedicalVZIOVIZIO$0$13,279,666 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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