Ararat Capital Management, LP Portfolio Holdings by Sector

Ararat Capital Management, LP

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
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$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

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