Ararat Capital Management as of Dec. 31, 2025
Portfolio Holdings for Ararat Capital Management
Ararat Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Confluent Class A Com (CFLT) | 10.4 | $21M | 701k | 30.24 | |
| Byline Ban (BY) | 9.4 | $19M | 651k | 29.15 | |
| Driven Brands Hldgs (DRVN) | 9.3 | $19M | 1.3M | 14.82 | |
| Legalzoom (LZ) | 9.2 | $19M | 1.9M | 9.93 | |
| Douglas Dynamics (PLOW) | 7.4 | $15M | 458k | 32.65 | |
| Cargurus Com Cl A (CARG) | 6.3 | $13M | 331k | 38.35 | |
| Flywire Corporation Com Vtg (FLYW) | 6.2 | $13M | 893k | 14.16 | |
| Global E Online SHS (GLBE) | 6.2 | $13M | 319k | 39.31 | |
| National Vision Hldgs (EYE) | 6.1 | $13M | 482k | 25.82 | |
| Gildan Activewear Inc Com Cad (GIL) | 5.5 | $11M | 178k | 62.46 | |
| Remitly Global (RELY) | 4.8 | $9.7M | 702k | 13.80 | |
| Tempur-Pedic International (SGI) | 4.7 | $9.5M | 106k | 89.28 | |
| European Wax Ctr Class A Com (EWCZ) | 3.8 | $7.7M | 2.1M | 3.60 | |
| Ncino (NCNO) | 3.1 | $6.4M | 249k | 25.64 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $5.2M | 68k | 75.32 | |
| Godaddy Cl A (GDDY) | 2.5 | $5.1M | 41k | 124.08 | |
| Funko Com Cl A (FNKO) | 1.4 | $2.9M | 849k | 3.40 | |
| Kindercare Learning Companie (KLC) | 1.3 | $2.6M | 602k | 4.32 |
