Ararat Capital Management, LP Portfolio Holdings by Sector
Ararat Capital Management, LP
- $199 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
FROG ENFN PAYC 3 stocks |
$39,759
19.98% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CWH DRVN 2 stocks |
$26,708
13.42% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BY 1 stocks |
$21,098
10.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$17,184
8.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
PLOW 1 stocks |
$16,722
8.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
EWCZ 1 stocks |
$13,236
6.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$12,814
6.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
EYE 1 stocks |
$11,756
5.91% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
LZ 1 stocks |
$11,499
5.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$10,955
5.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$8,839
4.44% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
GDDY 1 stocks |
$8,469
4.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|