Ararat Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$250.5B
Holdings
16
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LZLEGALZOOM COM INC | 3,248,482 | $24.4B | 9.74% | |
| 2 | ENFNENFUSION INC | 2,341,929 | $24.1B | 9.63% | |
| 3 | IASINTEGRAL AD SCIENCE HLDNG CO | 2,281,912 | $23.8B | 9.51% | |
| 4 | BYBYLINE BANCORP INC | 801,925 | $23.3B | 9.28% | |
| 5 | PLOWDOUGLAS DYNAMICS INC | 807,186 | $19.1B | 7.61% | |
| 6 | GILGILDAN ACTIVEWEAR INC | 405,393 | $19.1B | 7.61% | |
| 7 | CWHCAMPING WORLD HLDGS INC | 865,821 | $18.3B | 7.28% | |
| 8 | FROGJFROG LTD | 585,926 | $17.2B | 6.88% | |
| 9 | EWCZEUROPEAN WAX CTR INC | 2,418,693 | $16.1B | 6.44% | |
| 10 | USFDUS FOODS HLDG CORP | 206,000 | $13.9B | 5.55% | |
| 11 | TPDTEMPUR SEALY INTL INC | 223,901 | $12.7B | 5.07% | |
| 12 | PAYCPAYCOM SOFTWARE INC | 54,863 | $11.2B | 4.49% | |
| 13 | GDDYGODADDY INC | 54,771 | $10.8B | 4.31% | |
| 14 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 178,011 | $9.4B | 3.77% | |
| 15 | K6BKBR INC | 78,090 | $4.5B | 1.81% | |
| 16 | TTANSERVICETITAN INC | 25,000 | $2.6B | 1.03% |