Ararat Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$186.5B
Holdings
20
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYBYLINE BANCORP INC | 679,116 | $18.8B | 10.10% | |
| 2 | LZLEGALZOOM COM INC | 1,715,356 | $17.8B | 9.55% | |
| 3 | DRVNDRIVEN BRANDS HLDGS INC | 1,097,714 | $17.7B | 9.48% | |
| 4 | PLOWDOUGLAS DYNAMICS INC | 434,998 | $13.6B | 7.29% | |
| 5 | GILGILDAN ACTIVEWEAR INC | 217,685 | $12.6B | 6.75% | |
| 6 | EWCZEUROPEAN WAX CTR INC | 3,114,767 | $12.4B | 6.66% | |
| 7 | EYENATIONAL VISION HLDGS INC | 398,289 | $11.6B | 6.23% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL INC | 133,456 | $11.3B | 6.03% | |
| 9 | FLYWFLYWIRE CORPORATION | 774,864 | $10.5B | 5.63% | |
| 10 | NCNONCINO INC | 361,292 | $9.8B | 5.25% | |
| 11 | CWHCAMPING WORLD HLDGS INC | 443,116 | $7.0B | 3.75% | |
| 12 | IASINTEGRAL AD SCIENCE HLDNG CO | 668,407 | $6.8B | 3.64% | |
| 13 | KVYOKLAVIYO INC | 221,107 | $6.1B | 3.28% | |
| 14 | CARGCARGURUS INC | 151,021 | $5.6B | 3.01% | |
| 15 | GDDYGODADDY INC | 35,027 | $4.8B | 2.57% | |
| 16 | FROGJFROG LTD | 101,054 | $4.8B | 2.56% | |
| 17 | USFDUS FOODS HLDG CORP | 61,773 | $4.7B | 2.54% | |
| 18 | PAYCPAYCOM SOFTWARE INC | 18,126 | $3.8B | 2.02% | |
| 19 | KLCKINDERCARE LEARNING COMPANIE | 550,644 | $3.7B | 1.96% | |
| 20 | FNKOFUNKO INC | 914,102 | $3.1B | 1.69% |