Fund Holdings — Ararat Capital Management LP

Total Portfolio Value
$186.52M
Total Bought
$19.19M
Total Sold
$49.41M
Net Transaction
-$30.22M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
FLYWIRE CORPORATION(FLYW)0774,864+774,864010,4925.63%+10,492
KINDERCARE LEARNING COMPANIE(KLC)0550,644+550,64403,6561.96%+3,656
SOMNIGROUP INTERNATIONAL INC(SGI)133,456133,45609,08211,2546.03%+2,173
NCINO INC(NCNO)272,540361,292+88,7527,6239,7955.25%+2,172
NATIONAL VISION HLDGS INC(EYE)507,749398,289-109,46011,68311,6266.23%-57
LEGALZOOM COM INC(LZ)2,137,4571,715,356-422,10119,04517,8059.55%-1,239
PAYCOM SOFTWARE INC(PAYC)21,98918,126-3,8635,0883,7732.02%-1,316
DRIVEN BRANDS HLDGS INC(DRVN)1,087,2491,097,714+10,46519,09217,6849.48%-1,408
EUROPEAN WAX CTR INC
CLASS A COM
2,466,9973,114,767+647,77013,88912,4286.66%-1,461
BYLINE BANCORP INC(BY)785,192679,116-106,07620,98818,83210.10%-2,156
JFROG LTD(FROG)165,403101,054-64,3497,2584,7832.56%-2,475
CARGURUS INC(CARG)244,712151,021-93,6918,1915,6233.01%-2,568
FUNKO INC(FNKO)1,218,278914,102-304,1765,7993,1451.69%-2,654
GODADDY INC(GDDY)42,65435,027-7,6277,6804,7932.57%-2,888
KLAVIYO INC(KVYO)282,838221,107-61,7319,4986,1223.28%-3,375
DOUGLAS DYNAMICS INC(PLOW)584,919434,998-149,92117,23813,5987.29%-3,640
US FOODS HLDG CORP(USFD)114,90561,773-53,1328,8494,7332.54%-4,116
GILDAN ACTIVEWEAR INC(GIL)355,233217,685-137,54817,49212,5826.75%-4,909
CAMPING WORLD HLDGS INC(CWH)808,063443,116-364,94713,8916,9973.75%-6,894
INTEGRAL AD SCIENCE HLDNG CO2,156,154668,407-1,487,74717,9186,7983.64%-11,120
Page 1 of 1
Ararat Capital Management LP — 13F Holdings — Q3 2025 | TickerTrail