Ararat Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$220.5B
Holdings
19
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYBYLINE BANCORP INC | 785,192 | $21.0B | 9.52% | |
| 2 | DRVNDRIVEN BRANDS HLDGS INC | 1,087,249 | $19.1B | 8.66% | |
| 3 | LZLEGALZOOM COM INC | 2,137,457 | $19.0B | 8.64% | |
| 4 | IASINTEGRAL AD SCIENCE HLDNG CO | 2,156,154 | $17.9B | 8.13% | |
| 5 | GILGILDAN ACTIVEWEAR INC | 355,233 | $17.5B | 7.93% | |
| 6 | PLOWDOUGLAS DYNAMICS INC | 584,919 | $17.2B | 7.82% | |
| 7 | CWHCAMPING WORLD HLDGS INC | 808,063 | $13.9B | 6.30% | |
| 8 | EWCZEUROPEAN WAX CTR INC | 2,466,997 | $13.9B | 6.30% | |
| 9 | EYENATIONAL VISION HLDGS INC | 507,749 | $11.7B | 5.30% | |
| 10 | KVYOKLAVIYO INC | 282,838 | $9.5B | 4.31% | |
| 11 | TPDSOMNIGROUP INTERNATIONAL INC | 133,456 | $9.1B | 4.12% | |
| 12 | USFDUS FOODS HLDG CORP | 114,905 | $8.8B | 4.01% | |
| 13 | CARGCARGURUS INC | 244,712 | $8.2B | 3.71% | |
| 14 | GDDYGODADDY INC | 42,654 | $7.7B | 3.48% | |
| 15 | NCNONCINO INC | 272,540 | $7.6B | 3.46% | |
| 16 | FROGJFROG LTD | 165,403 | $7.3B | 3.29% | |
| 17 | FNKOFUNKO INC | 1,218,278 | $5.8B | 2.63% | |
| 18 | PAYCPAYCOM SOFTWARE INC | 21,989 | $5.1B | 2.31% | |
| 19 | BG3BIG 5 SPORTING GOODS CORP | 150,000 | $213.0M | 0.10% | Put |