13F HOLDINGS REPORT
Ararat Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001768757-25-000008
Total Value
$220.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BYLINE BANCORP INC | BY | 785,192 | $21.0M | 9.52% |
| 2 | DRIVEN BRANDS HLDGS INC | DRVN | 1,087,249 | $19.1M | 8.66% |
| 3 | LEGALZOOM COM INC | LZ | 2,137,457 | $19.0M | 8.64% |
| 4 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 2,156,154 | $17.9M | 8.13% |
| 5 | GILDAN ACTIVEWEAR INC | GIL | 355,233 | $17.5M | 7.93% |
| 6 | DOUGLAS DYNAMICS INC | PLOW | 584,919 | $17.2M | 7.82% |
| 7 | CAMPING WORLD HLDGS INC | CWH | 808,063 | $13.9M | 6.30% |
| 8 | EUROPEAN WAX CTR INC | 29882P106 | 2,466,997 | $13.9M | 6.30% |
| 9 | NATIONAL VISION HLDGS INC | EYE | 507,749 | $11.7M | 5.30% |
| 10 | KLAVIYO INC | KVYO | 282,838 | $9.5M | 4.31% |
| 11 | SOMNIGROUP INTERNATIONAL INC | SGI | 133,456 | $9.1M | 4.12% |
| 12 | US FOODS HLDG CORP | USFD | 114,905 | $8.8M | 4.01% |
| 13 | CARGURUS INC | CARG | 244,712 | $8.2M | 3.71% |
| 14 | GODADDY INC | GDDY | 42,654 | $7.7M | 3.48% |
| 15 | NCINO INC | NCNO | 272,540 | $7.6M | 3.46% |
| 16 | JFROG LTD | FROG | 165,403 | $7.3M | 3.29% |
| 17 | FUNKO INC | FNKO | 1,218,278 | $5.8M | 2.63% |
| 18 | PAYCOM SOFTWARE INC | PAYC | 21,989 | $5.1M | 2.31% |
| 19 | BIG 5 SPORTING GOODS CORP | 08915P101 | 150,000 | $213,000 | 0.10% |