Fund Update: Ararat Capital Management LP Just Disclosed New Holdings

Ararat Capital Management LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 286,860 shares of $CWH (~$4,229,072). This was a increase of ~49.55% from their previous position.
• An increase of 233,255 shares of $PLOW (~$3,244,788). This was a increase of ~40.64% from their previous position.
• A decrease of 121,056 shares of $K6B (~$8,446,625). This was a increase of ~-60.79% from their previous position.
• A decrease of 172,459 shares of $TPD (~$8,948,308). This was a increase of ~-43.51% from their previous position.
• An increase of 682,678 shares of $LZ (~$8,103,245). This was a increase of ~26.61% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Ararat Capital Management LP for more details.