Ararat Capital Management as of March 31, 2025
Portfolio Holdings for Ararat Capital Management
Ararat Capital Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Byline Ban (BY) | 10.3 | $21M | 807k | 26.16 | |
| Gildan Activewear Inc Com Cad (GIL) | 8.4 | $17M | 389k | 44.22 | |
| Douglas Dynamics (PLOW) | 8.2 | $17M | 720k | 23.23 | |
| Jfrog Ord Shs (FROG) | 7.0 | $14M | 448k | 32.00 | |
| Camping World Hldgs Cl A (CWH) | 7.0 | $14M | 885k | 16.16 | |
| Enfusion Cl A (ENFN) | 6.9 | $14M | 1.3M | 11.15 | |
| European Wax Ctr Class A Com (EWCZ) | 6.5 | $13M | 3.4M | 3.95 | |
| Integral Ad Science Hldng (IAS) | 6.3 | $13M | 1.6M | 8.06 | |
| Driven Brands Hldgs (DRVN) | 6.1 | $12M | 724k | 17.14 | |
| National Vision Hldgs (EYE) | 5.8 | $12M | 920k | 12.78 | |
| Legalzoom (LZ) | 5.6 | $12M | 1.3M | 8.61 | |
| Tempur-Pedic International (SGI) | 5.6 | $11M | 190k | 59.88 | |
| Paycom Software (PAYC) | 5.6 | $11M | 52k | 218.48 | |
| Us Foods Hldg Corp call (USFD) | 4.3 | $8.8M | 135k | 65.46 | |
| Godaddy Cl A (GDDY) | 4.1 | $8.5M | 47k | 180.14 | |
| Servicetitan Shs Cl A (TTAN) | 2.4 | $5.0M | 52k | 95.11 |
