Ararat Capital Management LP
CIK: 0001768757SEC EDGAR →
Portfolio Value
$203.0M
Holdings
18
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CONFLUENT INC | 701,170 | $21.2M | 10.45% |
| 2 | BYLINE BANCORP INC | 651,196 | $19.0M | 9.35% |
| 3 | DRIVEN BRANDS HLDGS INC | 1,269,989 | $18.8M | 9.27% |
| 4 | LEGALZOOM COM INC | 1,875,255 | $18.6M | 9.17% |
| 5 | DOUGLAS DYNAMICS INC | 457,720 | $14.9M | 7.36% |
| 6 | CARGURUS INC | 330,969 | $12.7M | 6.25% |
| 7 | FLYWIRE CORPORATION | 892,850 | $12.6M | 6.23% |
| 8 | GLOBAL E ONLINE LTD | 318,626 | $12.5M | 6.17% |
| 9 | NATIONAL VISION HLDGS INC | 482,263 | $12.5M | 6.13% |
| 10 | GILDAN ACTIVEWEAR INC | 177,864 | $11.1M | 5.47% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 7 | $85.4M | 42.1% |
| Technology | 5 | $55.0M | 27.1% |
| Financial Services | 1 | $19.0M | 9.4% |
| Industrials | 1 | $18.6M | 9.2% |
| Consumer Defensive | 3 | $15.5M | 7.6% |
| Unknown | 1 | $9.5M | 4.7% |