The Analysis of Ararat Capital Management LP's Holdings
Currently, Ararat Capital Management LP holds 19 types of securities in its portfolio with a total value $221.0M. 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). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
CFLT CONFLUENT INC701.2K sharesnew addition2025-12-312026-02-17
BY BYLINE BANCORP INC651.2K sharesnew addition2025-12-312026-02-17 DRVN DRIVEN BRANDS HLDGS INC1.3M sharesnew addition2025-12-312026-02-17 LZ LEGALZOOM COM INC1.9M sharesnew addition2025-12-312026-02-17 EWCZ 3.1M shares44.91%2026-03-312026-04-10 PLOW DOUGLAS DYNAMICS INC457.7K sharesnew addition2025-12-312026-02-17 CARG CARGURUS INC331.0K sharesnew addition2025-12-312026-02-17 FLYW FLYWIRE CORPORATION892.9K sharesnew addition2025-12-312026-02-17 GLBE GLOBAL E ONLINE LTD318.6K sharesnew addition2025-12-312026-02-17 EYE NATIONAL VISION HLDGS INC482.3K sharesnew addition2025-12-312026-02-17 GIL GILDAN ACTIVEWEAR INC177.9K sharesnew addition2025-12-312026-02-17 RELY REMITLY GLOBAL INC702.2K sharesnew addition2025-12-312026-02-17 SGI SOMNIGROUP INTERNATIONAL INC106.0K sharesnew addition2025-12-312026-02-17 EWCZ EUROPEAN WAX CTR INC2.1M shares-31.27%2025-12-312026-02-17 NCNO NCINO INC248.9K sharesnew addition2025-12-312026-02-17 USFD US FOODS HLDG CORP68.4K sharesnew addition2025-12-312026-02-17 GDDY GODADDY INC41.1K sharesnew addition2025-12-312026-02-17 FNKO FUNKO INC849.0K sharesnew addition2025-12-312026-02-17 KLC KINDERCARE LEARNING COMPANIE601.5K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available