The Analysis of Ararat Capital Management LP's Holdings


Currently, Ararat Capital Management LP holds 18 types of securities in its portfolio with a total value $203.0M. In the most recent quarter, they have increased their positions in CFLT (+701.2K shares, valued at $21.2M), BY (+651.2K shares, valued at $19.0M), DRVN (+1.3M shares, valued at $18.8M); decreased their positions in EWCZ (-974.1K shares, valued at $3.5M); initiated new positions in CFLT (+701.2K shares, valued at $21.2M), BY (+651.2K shares, valued at $19.0M), DRVN (+1.3M shares, valued at $18.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CFLT CONFLUENT INC701.2K sharesnew addition2025-12-312026-02-17history
BY BYLINE BANCORP INC651.2K sharesnew addition2025-12-312026-02-17history
DRVN DRIVEN BRANDS HLDGS INC1.3M sharesnew addition2025-12-312026-02-17history
LZ LEGALZOOM COM INC1.9M sharesnew addition2025-12-312026-02-17history
PLOW DOUGLAS DYNAMICS INC457.7K sharesnew addition2025-12-312026-02-17history
CARG CARGURUS INC331.0K sharesnew addition2025-12-312026-02-17history
FLYW FLYWIRE CORPORATION892.9K sharesnew addition2025-12-312026-02-17history
GLBE GLOBAL E ONLINE LTD318.6K sharesnew addition2025-12-312026-02-17history
Sponsored
EYE NATIONAL VISION HLDGS INC482.3K sharesnew addition2025-12-312026-02-17history
GIL GILDAN ACTIVEWEAR INC177.9K sharesnew addition2025-12-312026-02-17history
RELY REMITLY GLOBAL INC702.2K sharesnew addition2025-12-312026-02-17history
SGI SOMNIGROUP INTERNATIONAL INC106.0K sharesnew addition2025-12-312026-02-17history
EWCZ EUROPEAN WAX CTR INC2.1M shares-31.27%2025-12-312026-02-17history
NCNO NCINO INC248.9K sharesnew addition2025-12-312026-02-17history
USFD US FOODS HLDG CORP68.4K sharesnew addition2025-12-312026-02-17history
GDDY GODADDY INC41.1K sharesnew addition2025-12-312026-02-17history
Sponsored
FNKO FUNKO INC849.0K sharesnew addition2025-12-312026-02-17history
KLC KINDERCARE LEARNING COMPANIE601.5K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available