Ararat Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$203.0M
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CFLTCONFLUENT INC | 701,170 | $21.2M | 10.45% | |
| 2 | BYBYLINE BANCORP INC | 651,196 | $19.0M | 9.35% | |
| 3 | DRVNDRIVEN BRANDS HLDGS INC | 1,269,989 | $18.8M | 9.27% | |
| 4 | LZLEGALZOOM COM INC | 1,875,255 | $18.6M | 9.17% | |
| 5 | PLOWDOUGLAS DYNAMICS INC | 457,720 | $14.9M | 7.36% | |
| 6 | CARGCARGURUS INC | 330,969 | $12.7M | 6.25% | |
| 7 | FLYWFLYWIRE CORPORATION | 892,850 | $12.6M | 6.23% | |
| 8 | GLBEGLOBAL E ONLINE LTD | 318,626 | $12.5M | 6.17% | |
| 9 | EYENATIONAL VISION HLDGS INC | 482,263 | $12.5M | 6.13% | |
| 10 | GILGILDAN ACTIVEWEAR INC | 177,864 | $11.1M | 5.47% | |
| 11 | RELYREMITLY GLOBAL INC | 702,186 | $9.7M | 4.77% | |
| 12 | TPDSOMNIGROUP INTERNATIONAL INC | 106,002 | $9.5M | 4.66% | |
| 13 | EWCZEUROPEAN WAX CTR INC | 2,140,700 | $7.7M | 3.80% | |
| 14 | NCNONCINO INC | 248,900 | $6.4M | 3.14% | |
| 15 | USFDUS FOODS HLDG CORP | 68,440 | $5.2M | 2.54% | |
| 16 | GDDYGODADDY INC | 41,059 | $5.1M | 2.51% | |
| 17 | FNKOFUNKO INC | 849,041 | $2.9M | 1.42% | |
| 18 | KLCKINDERCARE LEARNING COMPANIE | 601,466 | $2.6M | 1.28% |