Institutions / Ararat Capital Management LP

Ararat Capital Management LP

CIK 1768757 · Institution · as of Dec 31, 2025
Portfolio value
$202.97M
Positions
18
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Confluent, Inc.$21.20M701,17010.4%
Byline Bancorp, Inc.BYCommon Stock$18.98M651,1969.4%
Driven Brands Holdings Inc.DRVNCommon Stock$18.82M1,269,9899.3%
Legalzoom.com Inc$18.62M1,875,2559.2%
Douglas Dynamics Inc$14.94M457,7207.4%
CarGurus, Inc.$12.69M330,9696.3%
Flywire Corp$12.64M892,8506.2%
Global E Online Ltd$12.53M318,6266.2%
National Vision Holdings, Inc.$12.45M482,2636.1%
Gildan Activewear Inc$11.11M177,8645.5%
Remitly Global, Inc.$9.69M702,1864.8%
Somnigroup International Inc$9.46M106,0024.7%
European Wax Center, Inc.$7.71M2,140,7003.8%
nCino Inc.$6.38M248,9003.1%
US Foods Holding Corp.$5.15M68,4402.5%
GoDaddy Inc.$5.09M41,0592.5%
Funko, Inc.FNKOCommon Stock$2.89M849,0411.4%
KinderCare Learning Companies, Inc.KLCCommon Stock$2.60M601,4661.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.