13F HOLDINGS REPORT
Ararat Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001768757-26-000001
Total Value
$203.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONFLUENT INC | 20717M103 | 701,170 | $21.2M | 10.45% |
| 2 | BYLINE BANCORP INC | BY | 651,196 | $19.0M | 9.35% |
| 3 | DRIVEN BRANDS HLDGS INC | DRVN | 1,269,989 | $18.8M | 9.27% |
| 4 | LEGALZOOM COM INC | LZ | 1,875,255 | $18.6M | 9.17% |
| 5 | DOUGLAS DYNAMICS INC | PLOW | 457,720 | $14.9M | 7.36% |
| 6 | CARGURUS INC | CARG | 330,969 | $12.7M | 6.25% |
| 7 | FLYWIRE CORPORATION | FLYW | 892,850 | $12.6M | 6.23% |
| 8 | GLOBAL E ONLINE LTD | GLBE | 318,626 | $12.5M | 6.17% |
| 9 | NATIONAL VISION HLDGS INC | EYE | 482,263 | $12.5M | 6.13% |
| 10 | GILDAN ACTIVEWEAR INC | GIL | 177,864 | $11.1M | 5.47% |
| 11 | REMITLY GLOBAL INC | RELY | 702,186 | $9.7M | 4.77% |
| 12 | SOMNIGROUP INTERNATIONAL INC | SGI | 106,002 | $9.5M | 4.66% |
| 13 | EUROPEAN WAX CTR INC | 29882P106 | 2,140,700 | $7.7M | 3.80% |
| 14 | NCINO INC | NCNO | 248,900 | $6.4M | 3.14% |
| 15 | US FOODS HLDG CORP | USFD | 68,440 | $5.2M | 2.54% |
| 16 | GODADDY INC | GDDY | 41,059 | $5.1M | 2.51% |
| 17 | FUNKO INC | FNKO | 849,041 | $2.9M | 1.42% |
| 18 | KINDERCARE LEARNING COMPANIE | KLC | 601,466 | $2.6M | 1.28% |