13F HOLDINGS REPORT
Ararat Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001768757-25-000002
Total Value
$250.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LEGALZOOM COM INC | LZ | 3,248,482 | $24.4M | 9.74% |
| 2 | ENFUSION INC | 292812104 | 2,341,929 | $24.1M | 9.63% |
| 3 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 2,281,912 | $23.8M | 9.51% |
| 4 | BYLINE BANCORP INC | BY | 801,925 | $23.3M | 9.28% |
| 5 | DOUGLAS DYNAMICS INC | PLOW | 807,186 | $19.1M | 7.61% |
| 6 | GILDAN ACTIVEWEAR INC | GIL | 405,393 | $19.1M | 7.61% |
| 7 | CAMPING WORLD HLDGS INC | CWH | 865,821 | $18.3M | 7.28% |
| 8 | JFROG LTD | FROG | 585,926 | $17.2M | 6.88% |
| 9 | EUROPEAN WAX CTR INC | 29882P106 | 2,418,693 | $16.1M | 6.44% |
| 10 | US FOODS HLDG CORP | USFD | 206,000 | $13.9M | 5.55% |
| 11 | TEMPUR SEALY INTL INC | SGI | 223,901 | $12.7M | 5.07% |
| 12 | PAYCOM SOFTWARE INC | PAYC | 54,863 | $11.2M | 4.49% |
| 13 | GODADDY INC | GDDY | 54,771 | $10.8M | 4.31% |
| 14 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 178,011 | $9.4M | 3.77% |
| 15 | KBR INC | KBR | 78,090 | $4.5M | 1.81% |
| 16 | SERVICETITAN INC | TTAN | 25,000 | $2.6M | 1.03% |