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| Name: |
Ararat Capital Management LP |
| City: |
WESTPORT |
| State: |
CT |
| Zip: |
06880 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GIL |
Gildan Activewear Inc (USA) |
5 |
New |
$37.13 |
$26,686,000 |
718,725 |
7.58% |
26,686,000 |
718,725 |
0.362 |
Textile - Apparel Clo... |
|
|
KBR |
KBR Inc |
9 |
New |
$62.48 |
$16,965,000 |
266,492 |
4.82% |
16,965,000 |
266,492 |
0.177 |
Technical Services |
|
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WSC |
Willscot Mobile Mini Holdin... |
11 |
New |
$38.33 |
$11,285,000 |
242,696 |
3.2% |
11,285,000 |
242,696 |
0.107 |
N/A |
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THR |
Thermon Group Holdings, Inc. |
13 |
New |
$31.22 |
$11,181,000 |
341,718 |
3.18% |
11,181,000 |
341,718 |
1.029 |
Diversified Machinery |
|
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PLOW |
Douglas Dynamics, Inc |
17 |
New |
$22.62 |
$9,193,000 |
381,133 |
2.61% |
9,193,000 |
381,133 |
1.672 |
Auto Parts |
|
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TGLS |
Tecnoglass Inc |
19 |
New |
$50.80 |
$7,457,000 |
143,317 |
2.12% |
7,457,000 |
143,317 |
0.311 |
N/A |
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CWH |
Camping World Holdings, Inc. |
21 |
New |
$20.69 |
$4,086,000 |
146,698 |
1.16% |
4,086,000 |
146,698 |
0.327 |
N/A |
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NCNO |
nCino, Inc. |
22 |
New |
$30.17 |
$2,872,000 |
76,820 |
0.82% |
2,872,000 |
76,820 |
0.07 |
N/A |
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