Ararat Capital Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$204.4B
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYBYLINE BANCORP INC | 806,515 | $21.1B | 10.32% | |
| 2 | GILGILDAN ACTIVEWEAR INC | 388,625 | $17.2B | 8.41% | |
| 3 | PLOWDOUGLAS DYNAMICS INC | 719,875 | $16.7B | 8.18% | |
| 4 | FROGJFROG LTD | 447,766 | $14.3B | 7.01% | |
| 5 | CWHCAMPING WORLD HLDGS INC | 885,293 | $14.3B | 7.00% | |
| 6 | ENFNENFUSION INC | 1,261,199 | $14.1B | 6.88% | |
| 7 | EWCZEUROPEAN WAX CTR INC | 3,351,036 | $13.2B | 6.47% | |
| 8 | IASINTEGRAL AD SCIENCE HLDNG CO | 1,589,834 | $12.8B | 6.27% | |
| 9 | DRVNDRIVEN BRANDS HLDGS INC | 723,592 | $12.4B | 6.07% | |
| 10 | EYENATIONAL VISION HLDGS INC | 919,883 | $11.8B | 5.75% | |
| 11 | LZLEGALZOOM COM INC | 1,335,604 | $11.5B | 5.63% | |
| 12 | TPDSOMNIGROUP INTERNATIONAL INC | 190,208 | $11.4B | 5.57% | |
| 13 | PAYCPAYCOM SOFTWARE INC | 52,040 | $11.4B | 5.56% | |
| 14 | USFDUS FOODS HLDG CORP | 135,040 | $8.8B | 4.32% | |
| 15 | GDDYGODADDY INC | 47,018 | $8.5B | 4.14% | |
| 16 | TTANSERVICETITAN INC | 52,076 | $5.0B | 2.42% |