Ararat Capital Management Lp Top Holdings and 13F Report (2025) About Ararat Capital Management LpInvestment ActivityArarat Capital Management Lp has $220.52 million in total holdings as of June 30, 2025.Ararat Capital Management Lp owns shares of 19 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 22.47% of the portfolio was purchased this quarter.About 30.17% of the portfolio was sold this quarter.This quarter, Ararat Capital Management Lp has purchased 16 new stocks and bought additional shares in 3 stocks.Ararat Capital Management Lp sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Byline Bancorp $20,988,182Driven Brands $19,092,092LegalZoom.com $19,044,742Integral Ad Science $17,917,640Gildan Activewear $17,491,673 Largest New Holdings this Quarter 49845K101 - KLAVIYO INC $9,497,700 Holding141788109 - CarGurus $8,190,511 Holding63947X101 - nCino $7,622,944 Holding361008105 - Funko $5,799,003 Holding08915P101 - Big 5 Sporting Goods $213,000 Holding Largest Purchases this Quarter KLAVIYO INC 282,838 shares (about $9.50M)CarGurus 244,712 shares (about $8.19M)nCino 272,540 shares (about $7.62M)LegalZoom.com 801,853 shares (about $7.14M)Driven Brands 363,657 shares (about $6.39M) Largest Sales this Quarter JFrog 282,363 shares (about $12.39M)National Vision 412,134 shares (about $9.48M)Paycom Software 30,051 shares (about $6.95M)European Wax Center 884,039 shares (about $4.98M)Douglas Dynamics 134,956 shares (about $3.98M) 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$20,988,182$569,964 ▼-2.6%785,1929.5%FinanceDRVNDriven Brands$19,092,092$6,385,817 ▲50.3%1,087,2498.7%Retail/WholesaleLZLegalZoom.com$19,044,742$7,144,510 ▲60.0%2,137,4578.6%IndustrialsIASIntegral Ad Science$17,917,640$4,706,119 ▲35.6%2,156,1548.1%Business ServicesGILGildan Activewear$17,491,673$1,644,222 ▼-8.6%355,2337.9%Consumer DiscretionaryPLOWDouglas Dynamics$17,237,563$3,977,153 ▼-18.7%584,9197.8%Auto/Tires/TrucksCWHCamping World$13,890,603$1,327,584 ▼-8.7%808,0636.3%Auto/Tires/TrucksEWCZEuropean Wax Center$13,889,193$4,977,140 ▼-26.4%2,466,9976.3%Consumer StaplesEYENational Vision$11,683,304$9,483,203 ▼-44.8%507,7495.3%Consumer StaplesKLAVIYO INC$9,497,700$9,497,700 ▲New Holding282,8384.3%COM SER ATPXTempur Sealy International$9,081,681$3,861,974 ▼-29.8%133,4564.1%Retail/WholesaleUSFDUS Foods$8,848,834$1,550,596 ▼-14.9%114,9054.0%Consumer StaplesCARGCarGurus$8,190,511$8,190,511 ▲New Holding244,7123.7%Auto/Tires/TrucksGDDYGoDaddy$7,680,279$785,782 ▼-9.3%42,6543.5%Computer and TechnologyNCNOnCino$7,622,944$7,622,944 ▲New Holding272,5403.5%Computer and TechnologyFROGJFrog$7,257,884$12,390,089 ▼-63.1%165,4033.3%Computer and TechnologyFNKOFunko$5,799,003$5,799,003 ▲New Holding1,218,2782.6%Consumer DiscretionaryPAYCPaycom Software$5,088,255$6,953,802 ▼-57.7%21,9892.3%Computer and TechnologyBGFVBig 5 Sporting Goods$213,000$213,000 ▲New Holding150,0000.1%Retail/WholesaleENFNEnfusion$0$14,062,369 ▼-100.0%00.0%Computer and TechnologySERVICETITAN INC$0$4,952,948 ▼-100.0%00.0%SHS CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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