13F HOLDINGS REPORT
Ararat Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001768757-25-000011
Total Value
$186.5M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BYLINE BANCORP INC | BY | 679,116 | $18.8M | 10.10% |
| 2 | LEGALZOOM COM INC | LZ | 1,715,356 | $17.8M | 9.55% |
| 3 | DRIVEN BRANDS HLDGS INC | DRVN | 1,097,714 | $17.7M | 9.48% |
| 4 | DOUGLAS DYNAMICS INC | PLOW | 434,998 | $13.6M | 7.29% |
| 5 | GILDAN ACTIVEWEAR INC | GIL | 217,685 | $12.6M | 6.75% |
| 6 | EUROPEAN WAX CTR INC | 29882P106 | 3,114,767 | $12.4M | 6.66% |
| 7 | NATIONAL VISION HLDGS INC | EYE | 398,289 | $11.6M | 6.23% |
| 8 | SOMNIGROUP INTERNATIONAL INC | SGI | 133,456 | $11.3M | 6.03% |
| 9 | FLYWIRE CORPORATION | FLYW | 774,864 | $10.5M | 5.63% |
| 10 | NCINO INC | NCNO | 361,292 | $9.8M | 5.25% |
| 11 | CAMPING WORLD HLDGS INC | CWH | 443,116 | $7.0M | 3.75% |
| 12 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 668,407 | $6.8M | 3.64% |
| 13 | KLAVIYO INC | KVYO | 221,107 | $6.1M | 3.28% |
| 14 | CARGURUS INC | CARG | 151,021 | $5.6M | 3.01% |
| 15 | GODADDY INC | GDDY | 35,027 | $4.8M | 2.57% |
| 16 | JFROG LTD | FROG | 101,054 | $4.8M | 2.56% |
| 17 | US FOODS HLDG CORP | USFD | 61,773 | $4.7M | 2.54% |
| 18 | PAYCOM SOFTWARE INC | PAYC | 18,126 | $3.8M | 2.02% |
| 19 | KINDERCARE LEARNING COMPANIE | KLC | 550,644 | $3.7M | 1.96% |
| 20 | FUNKO INC | FNKO | 914,102 | $3.1M | 1.69% |