Ararat Capital Management Lp Top Holdings and 13F Report (2025) About Ararat Capital Management LpInvestment ActivityArarat Capital Management Lp has $204.43 million in total holdings as of March 31, 2025.Ararat Capital Management Lp owns shares of 16 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 15.09% of the portfolio was purchased this quarter.About 31.27% of the portfolio was sold this quarter.This quarter, Ararat Capital Management Lp has purchased 16 new stocks and bought additional shares in 4 stocks.Ararat Capital Management Lp sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Byline Bancorp $21,098,432Gildan Activewear $17,184,998Douglas Dynamics $16,722,696JFrog $14,328,512Camping World $14,306,335 Largest New Holdings this Quarter 26210V102 - Driven Brands $12,402,367 Holding63845R107 - National Vision $11,756,105 Holding Largest Purchases this Quarter Driven Brands 723,592 shares (about $12.40M)National Vision 919,883 shares (about $11.76M)European Wax Center 932,343 shares (about $3.68M)SERVICETITAN INC 27,076 shares (about $2.58M)Camping World 19,472 shares (about $314.67K) Largest Sales this Quarter LegalZoom.com 1,912,878 shares (about $16.47M)Enfusion 1,080,730 shares (about $12.05M)Integral Ad Science 692,078 shares (about $5.58M)US Foods 70,960 shares (about $4.65M)JFrog 138,160 shares (about $4.42M) 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$21,098,432$120,074 ▲0.6%806,51510.3%FinanceGILGildan Activewear$17,184,998$741,481 ▼-4.1%388,6258.4%Consumer DiscretionaryPLOWDouglas Dynamics$16,722,696$2,028,234 ▼-10.8%719,8758.2%Auto/Tires/TrucksFROGJFrog$14,328,512$4,421,120 ▼-23.6%447,7667.0%Computer and TechnologyCWHCamping World$14,306,335$314,668 ▲2.2%885,2937.0%Consumer DiscretionaryENFNEnfusion$14,062,369$12,050,140 ▼-46.1%1,261,1996.9%Computer and TechnologyEWCZEuropean Wax Center$13,236,592$3,682,755 ▲38.5%3,351,0366.5%Consumer StaplesIASIntegral Ad Science$12,814,062$5,578,149 ▼-30.3%1,589,8346.3%Business ServicesDRVNDriven Brands$12,402,367$12,402,367 ▲New Holding723,5926.1%Retail/WholesaleEYENational Vision$11,756,105$11,756,105 ▲New Holding919,8835.8%Consumer StaplesLZLegalZoom.com$11,499,550$16,469,879 ▼-58.9%1,335,6045.6%IndustrialsTPXTempur Sealy International$11,389,655$2,017,537 ▼-15.0%190,2085.6%Retail/WholesalePAYCPaycom Software$11,369,699$616,769 ▼-5.1%52,0405.6%Computer and TechnologyUSFDUS Foods$8,839,718$4,645,041 ▼-34.4%135,0404.3%Consumer StaplesGDDYGoDaddy$8,469,823$1,396,625 ▼-14.2%47,0184.1%Computer and TechnologySERVICETITAN INC$4,952,948$2,575,198 ▲108.3%52,0762.4%SHS CL AKNXKnight-Swift Transportation$0$9,441,703 ▼-100.0%00.0%TransportationKBRKBR$0$4,523,754 ▼-100.0%00.0%ConstructionShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
