Ararat Capital Management Lp Top Holdings and 13F Report (2025) About Ararat Capital Management LpInvestment ActivityArarat Capital Management Lp has $250.54 million in total holdings as of December 31, 2024.Ararat Capital Management Lp owns shares of 16 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 10.20% of the portfolio was purchased this quarter.About 28.86% of the portfolio was sold this quarter.This quarter, Ararat Capital Management Lp has purchased 18 new stocks and bought additional shares in 7 stocks.Ararat Capital Management Lp sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings LegalZoom.com $24,396,100Enfusion $24,121,869Integral Ad Science $23,823,161Byline Bancorp $23,255,825Douglas Dynamics $19,073,805 Largest New Holdings this Quarter SERVICETITAN INC $2,571,750 Holding Largest Purchases this Quarter Camping World 286,860 shares (about $6.05M)Douglas Dynamics 233,255 shares (about $5.51M)LegalZoom.com 682,678 shares (about $5.13M)Integral Ad Science 269,346 shares (about $2.81M)SERVICETITAN INC 25,000 shares (about $2.57M) Largest Sales this Quarter Tempur Sealy International 172,459 shares (about $9.78M)Knight-Swift Transportation 135,980 shares (about $7.21M)KBR 121,056 shares (about $7.01M)US Foods 41,098 shares (about $2.77M)Enfusion 231,993 shares (about $2.39M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArarat Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLZLegalZoom.com$24,396,100$5,126,912 ▲26.6%3,248,4829.7%Industrial ProductsENFNEnfusion$24,121,869$2,389,528 ▼-9.0%2,341,9299.6%Computer and TechnologyIASIntegral Ad Science$23,823,161$2,811,972 ▲13.4%2,281,9129.5%Business ServicesBYByline Bancorp$23,255,825$736,223 ▼-3.1%801,9259.3%FinancePLOWDouglas Dynamics$19,073,805$5,511,816 ▲40.6%807,1867.6%Auto/Tires/TrucksGILGildan Activewear$19,073,741$108,403 ▲0.6%405,3937.6%Consumer DiscretionaryCWHCamping World$18,251,507$6,047,009 ▲49.5%865,8217.3%Consumer DiscretionaryFROGJFrog$17,232,084$2,165,105 ▲14.4%585,9266.9%Computer and TechnologyEWCZEuropean Wax Center$16,132,682$1,210,265 ▲8.1%2,418,6936.4%Consumer StaplesUSFDUS Foods$13,896,760$2,772,471 ▼-16.6%206,0005.5%Consumer StaplesTPXTempur Sealy International$12,692,948$9,776,701 ▼-43.5%223,9015.1%Retail/WholesalePAYCPaycom Software$11,245,269$1,664,151 ▼-12.9%54,8634.5%Computer and TechnologyGDDYGoDaddy$10,810,152$1,728,566 ▼-13.8%54,7714.3%Computer and TechnologyKNXKnight-Swift Transportation$9,441,703$7,212,379 ▼-43.3%178,0113.8%TransportationKBRKBR$4,523,754$7,012,775 ▼-60.8%78,0901.8%ConstructionSERVICETITAN INC$2,571,750$2,571,750 ▲New Holding25,0001.0%SHS CL ASQSPSquarespace$0$27,376,428 ▼-100.0%00.0%Computer and TechnologyNCNOnCino$0$10,407,610 ▼-100.0%00.0%Computer and TechnologyTHRThermon Group$0$1,218,069 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
