Ararat Capital Management, LP Portfolio Holdings by Sector
Ararat Capital Management, LP
- $210 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Auto & Truck Dealerships | Consumer Cyclical
DRVN CWH 2 stocks |
$32,982
15.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BY 1 stocks |
$20,988
10.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
NCNO FROG PAYC 3 stocks |
$19,967
9.53% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
LZ 1 stocks |
$19,044
9.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$17,917
8.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$17,491
8.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
PLOW 1 stocks |
$17,237
8.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
EWCZ 1 stocks |
$13,889
6.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
EYE BGFV 2 stocks |
$11,896
5.68% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
1
Puts
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$8,848
4.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
CARG 1 stocks |
$8,190
3.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$7,687
3.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
GDDY 1 stocks |
$7,680
3.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
FNKO 1 stocks |
$5,799
2.77% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|