AC

Ararat Capital Management LP

13F
Ararat Capital Management LP
Last update 2025-05-15 16 Stocks (2 new)
Value $204.00 Mil Turnover 15 %
Countries:
Top Holdings: BY(10.32%)GIL(8.41%)PLOW(8.18%)FROG(7.01%)CWH(7.00%)
Summary Stock Picks Current Portfolio
Ararat Capital Management LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BY 		Byline Bancorp Inc
806,515
21,098.4
+0.57%
10.320
+0.06%
1.750
-9.60%
-10.73%
1,186.1
Banks
GIL 		Gildan Activewear Inc
388,625
17,185.0
-4.14%
8.410
-0.31%
0.260
-12.84%
+0.09%
7,040.1
Manufacturing - Apparel & Accessories
PLOW 		Douglas Dynamics Inc
719,875
16,722.7
-10.82%
8.180
-0.82%
3.100
+1.96%
+16.68%
632.2
Vehicles & Parts
FROG 		JFrog Ltd
447,766
14,328.5
-23.58%
7.010
-1.62%
0.390
+21.22%
+51.48%
5,104.1
Software
CWH 		Camping World Holdings Inc
885,293
14,306.3
+2.25%
7.000
+0.15%
1.410
-13.54%
-20.06%
1,046.2
Vehicles & Parts
ENFN 		Enfusion Inc
1,261,199
14,062.4
-46.15%
6.880
-4.44%
1.330
-2.80%
+4.47%
1,020.1
Software
EWCZ 		European Wax Center Inc
3,351,036
13,236.6
+38.55%
6.470
+1.80%
7.740
-20.62%
-22.64%
223.6
Consumer Packaged Goods
IAS 		Integral Ad Science Holding Corp
1,589,834
12,814.1
-30.33%
6.270
-2.88%
0.960
-22.39%
-21.79%
1,347.4
Media - Diversified
DRVN 		Driven Brands Holdings Inc
723,592
12,402.4
New Holding
6.070
+6.07%
0.440
+2.11%
+10.90%
2,940.5
Vehicles & Parts
EYE 		National Vision Holdings Inc
919,883
11,756.1
New Holding
5.750
+5.75%
1.160
+66.72%
+103.36%
1,675.1
Retail - Cyclical

Ararat Capital Management LP's Historical Top Holdings Breakdowns

Ararat Capital Management LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DRVN 		Driven Brands Holdings Inc2025-03-31New Buy
+6.07%
●
14.92 ($16.35) 17.89
$17.90
9.48%
New holding
723,592
723,592
EYE 		National Vision Holdings Inc2025-03-31New Buy
+5.75%
●
10.52 ($11.82) 13.61
$21.19
79.27%
New holding
919,883
919,883
LZ 		LegalZoom.com Inc2025-03-31Reduce
-5.74%
●
7.52 ($8.95) 10.26
$9.10
1.68%
Reduce -58.89%
1,335,604
-1,912,878
ENFN Unlock Delisted Enfusion Inc2025-03-31Reduce
-4.44%
●
9.85 ($11.05) 11.5
$10.76
-2.62%
Reduce -46.15%
1,261,199
-1,080,730
KNX 		Knight-Swift Transportation Holdings Inc2025-03-31Sold Out
-3.77%
●
43.49 ($51.55) 58.8
$44.04
-14.57%
Sold Out
0
-178,011
IAS 		Integral Ad Science Holding Corp2025-03-31Reduce
-2.88%
●
8.06 ($9.97) 10.77
$8.16
-18.10%
Reduce -30.33%
1,589,834
-692,078
USFD 		US Foods Holding Corp2025-03-31Reduce
-1.91%
●
63.38 ($68.34) 72.02
$78.89
15.44%
Reduce -34.45%
135,040
-70,960
KBR 		KBR Inc2025-03-31Sold Out
-1.81%
●
47.88 ($53.33) 60.47
$51.09
-4.20%
Sold Out
0
-78,090
EWCZ 		European Wax Center Inc2025-03-31Add
+1.80%
●
3.91 ($5.95) 7.45
$5.16
-13.28%
Add 38.55%
3,351,036
932,343
FROG 		JFrog Ltd2025-03-31Reduce
-1.62%
●
30.59 ($34.81) 42.03
$44.55
27.98%
Reduce -23.58%
447,766
-138,160

Ararat Capital Management LP Total Holding History ($B)

To

Ararat Capital Management LP's Asset Allocation

To

Ararat Capital Management LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ararat Capital Management LP's Hypothetical Growth since 2025-03-31

Ararat Capital Management LP's Yearly Returns

Year Portfolio % % Excess Gain %

Ararat Capital Management LP's Holdings Heat Map

Size field:

Ararat Capital Management LP's Holdings Bubble Chart

Ararat Capital Management LP News

  • 1

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