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Ararat Capital Management, LP Buys CarGurus Inc, Frontdoor Inc, Ingevity Corp, Sells , Purple Innovation Inc, Vicor Corp

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Nov 16, 2021
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Investment company Ararat Capital Management, LP (Current Portfolio) buys CarGurus Inc, Frontdoor Inc, Ingevity Corp, GoDaddy Inc, Dolby Laboratories Inc, sells , Purple Innovation Inc, Vicor Corp, Laureate Education Inc, PetMed Express Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Ararat Capital Management, LP. As of 2021Q3, Ararat Capital Management, LP owns 18 stocks with a total value of $283 million. These are the details of the buys and sells.

For the details of Ararat Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/ararat+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Ararat Capital Management, LP
  1. Frontdoor Inc (FTDR) - 590,943 shares, 8.75% of the total portfolio. Shares added by 79.07%
  2. Sonos Inc (SONO) - 726,500 shares, 8.30% of the total portfolio. Shares added by 57.00%
  3. Ingevity Corp (NGVT) - 317,901 shares, 8.01% of the total portfolio. Shares added by 76.01%
  4. Elastic NV (ESTC) - 152,017 shares, 8.00% of the total portfolio. Shares added by 49.54%
  5. GoDaddy Inc (GDDY) - 318,027 shares, 7.83% of the total portfolio. Shares added by 70.85%
New Purchase: CarGurus Inc (CARG)

Ararat Capital Management, LP initiated holding in CarGurus Inc. The purchase prices were between $24.9 and $32.81, with an estimated average price of $29.12. The stock is now traded at around $38.279900. The impact to a portfolio due to this purchase was 7.3%. The holding were 657,684 shares as of 2021-09-30.

New Purchase: Just Eat Takeaway.com NV (GRUB)

Ararat Capital Management, LP initiated holding in Just Eat Takeaway.com NV. The purchase prices were between $14.53 and $19.58, with an estimated average price of $17.52. The stock is now traded at around $13.720000. The impact to a portfolio due to this purchase was 1.78%. The holding were 347,561 shares as of 2021-09-30.

Added: Frontdoor Inc (FTDR)

Ararat Capital Management, LP added to a holding in Frontdoor Inc by 79.07%. The purchase prices were between $40.85 and $51.05, with an estimated average price of $45.69. The stock is now traded at around $38.840000. The impact to a portfolio due to this purchase was 3.86%. The holding were 590,943 shares as of 2021-09-30.

Added: Ingevity Corp (NGVT)

Ararat Capital Management, LP added to a holding in Ingevity Corp by 76.01%. The purchase prices were between $69.6 and $87.31, with an estimated average price of $78.92. The stock is now traded at around $81.465000. The impact to a portfolio due to this purchase was 3.46%. The holding were 317,901 shares as of 2021-09-30.

Added: GoDaddy Inc (GDDY)

Ararat Capital Management, LP added to a holding in GoDaddy Inc by 70.85%. The purchase prices were between $69.38 and $89.11, with an estimated average price of $77.54. The stock is now traded at around $73.510000. The impact to a portfolio due to this purchase was 3.25%. The holding were 318,027 shares as of 2021-09-30.

Added: Dolby Laboratories Inc (DLB)

Ararat Capital Management, LP added to a holding in Dolby Laboratories Inc by 83.24%. The purchase prices were between $88 and $101.89, with an estimated average price of $96.99. The stock is now traded at around $88.617500. The impact to a portfolio due to this purchase was 3.09%. The holding were 218,788 shares as of 2021-09-30.

Added: Sonos Inc (SONO)

Ararat Capital Management, LP added to a holding in Sonos Inc by 57.00%. The purchase prices were between $32.23 and $41.31, with an estimated average price of $36.1. The stock is now traded at around $34.005000. The impact to a portfolio due to this purchase was 3.01%. The holding were 726,500 shares as of 2021-09-30.

Added: US Foods Holding Corp (USFD)

Ararat Capital Management, LP added to a holding in US Foods Holding Corp by 149.30%. The purchase prices were between $31.5 and $38.04, with an estimated average price of $34.34. The stock is now traded at around $33.870000. The impact to a portfolio due to this purchase was 2.87%. The holding were 390,951 shares as of 2021-09-30.

Sold Out: (TLND)

Ararat Capital Management, LP sold out a holding in . The sale prices were between $65.47 and $65.96, with an estimated average price of $65.75.

Sold Out: Purple Innovation Inc (PRPL)

Ararat Capital Management, LP sold out a holding in Purple Innovation Inc. The sale prices were between $21.02 and $27.88, with an estimated average price of $25.03.

Sold Out: PetMed Express Inc (PETS)

Ararat Capital Management, LP sold out a holding in PetMed Express Inc. The sale prices were between $26.5 and $34, with an estimated average price of $28.84.

Sold Out: Skillz Inc (SKLZ)

Ararat Capital Management, LP sold out a holding in Skillz Inc. The sale prices were between $9.82 and $20.39, with an estimated average price of $13.02.



Here is the complete portfolio of Ararat Capital Management, LP. Also check out:

1. Ararat Capital Management, LP's Undervalued Stocks
2. Ararat Capital Management, LP's Top Growth Companies, and
3. Ararat Capital Management, LP's High Yield stocks
4. Stocks that Ararat Capital Management, LP keeps buying
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