Ararat Capital Management as of Sept. 30, 2025
Portfolio Holdings for Ararat Capital Management
Ararat Capital Management holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Byline Ban (BY) | 10.1 | $19M | 679k | 27.73 | |
| Legalzoom (LZ) | 9.5 | $18M | 1.7M | 10.38 | |
| Driven Brands Hldgs (DRVN) | 9.5 | $18M | 1.1M | 16.11 | |
| Douglas Dynamics (PLOW) | 7.3 | $14M | 435k | 31.26 | |
| Gildan Activewear Inc Com Cad (GIL) | 6.7 | $13M | 218k | 57.80 | |
| European Wax Ctr Class A Com (EWCZ) | 6.7 | $12M | 3.1M | 3.99 | |
| National Vision Hldgs (EYE) | 6.2 | $12M | 398k | 29.19 | |
| Tempur-Pedic International (SGI) | 6.0 | $11M | 134k | 84.33 | |
| Flywire Corporation Com Vtg (FLYW) | 5.6 | $11M | 775k | 13.54 | |
| Ncino (NCNO) | 5.3 | $9.8M | 361k | 27.11 | |
| Camping World Hldgs Cl A (CWH) | 3.8 | $7.0M | 443k | 15.79 | |
| Integral Ad Science Hldng (IAS) | 3.6 | $6.8M | 668k | 10.17 | |
| Klaviyo Com Ser A (KVYO) | 3.3 | $6.1M | 221k | 27.69 | |
| Cargurus Com Cl A (CARG) | 3.0 | $5.6M | 151k | 37.23 | |
| Godaddy Cl A (GDDY) | 2.6 | $4.8M | 35k | 136.83 | |
| Jfrog Ord Shs (FROG) | 2.6 | $4.8M | 101k | 47.33 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $4.7M | 62k | 76.62 | |
| Paycom Software (PAYC) | 2.0 | $3.8M | 18k | 208.14 | |
| Kindercare Learning Companie (KLC) | 2.0 | $3.7M | 551k | 6.64 | |
| Funko Com Cl A (FNKO) | 1.7 | $3.1M | 914k | 3.44 |
