13F HOLDINGS REPORT
Ararat Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001768757-25-000006
Total Value
$204.4M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BYLINE BANCORP INC | BY | 806,515 | $21.1M | 10.32% |
| 2 | GILDAN ACTIVEWEAR INC | GIL | 388,625 | $17.2M | 8.41% |
| 3 | DOUGLAS DYNAMICS INC | PLOW | 719,875 | $16.7M | 8.18% |
| 4 | JFROG LTD | FROG | 447,766 | $14.3M | 7.01% |
| 5 | CAMPING WORLD HLDGS INC | CWH | 885,293 | $14.3M | 7.00% |
| 6 | ENFUSION INC | 292812104 | 1,261,199 | $14.1M | 6.88% |
| 7 | EUROPEAN WAX CTR INC | 29882P106 | 3,351,036 | $13.2M | 6.47% |
| 8 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 1,589,834 | $12.8M | 6.27% |
| 9 | DRIVEN BRANDS HLDGS INC | DRVN | 723,592 | $12.4M | 6.07% |
| 10 | NATIONAL VISION HLDGS INC | EYE | 919,883 | $11.8M | 5.75% |
| 11 | LEGALZOOM COM INC | LZ | 1,335,604 | $11.5M | 5.63% |
| 12 | SOMNIGROUP INTERNATIONAL INC | SGI | 190,208 | $11.4M | 5.57% |
| 13 | PAYCOM SOFTWARE INC | PAYC | 52,040 | $11.4M | 5.56% |
| 14 | US FOODS HLDG CORP | USFD | 135,040 | $8.8M | 4.32% |
| 15 | GODADDY INC | GDDY | 47,018 | $8.5M | 4.14% |
| 16 | SERVICETITAN INC | TTAN | 52,076 | $5.0M | 2.42% |