Applied Fundamental Research
Latest statistics and disclosures from Applied Fundamental Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAC, DY, UFPT, FIGS, UHAL.B, and represent 60.51% of Applied Fundamental Research's stock portfolio.
- Added to shares of these 5 stocks: HEI.A (+$7.1M), NABL, UFPT, UHAL.B, ALGN.
- Started 1 new stock position in HEI.A.
- Reduced shares in these 5 stocks: HSII (-$8.7M), DY (-$6.4M), FIGS, NOMD, GLPI.
- Sold out of its position in HSII.
- Applied Fundamental Research was a net seller of stock by $-14M.
- Applied Fundamental Research has $101M in assets under management (AUM), dropping by -2.17%.
- Central Index Key (CIK): 0001849776
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Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Iac Com New (IAC) | 17.4 | $18M | 448k | 39.10 |
|
|
| Dycom Industries (DY) | 11.7 | $12M | -35% | 35k | 337.90 |
|
| UFP Technologies (UFPT) | 11.6 | $12M | +8% | 53k | 222.03 |
|
| Figs Cl A (FIGS) | 9.9 | $9.9M | -31% | 876k | 11.36 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 9.8 | $9.9M | +8% | 212k | 46.74 |
|
| N-able Common Stock (NABL) | 9.3 | $9.4M | +18% | 1.3M | 7.48 |
|
| Align Technology (ALGN) | 9.1 | $9.1M | +4% | 58k | 156.15 |
|
| Gaming & Leisure Pptys (GLPI) | 7.6 | $7.6M | -21% | 170k | 44.69 |
|
| Heico Corp New Cl A (HEI.A) | 7.1 | $7.1M | NEW | 28k | 252.43 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 6.5 | $6.6M | -28% | 524k | 12.51 |
|
Past Filings by Applied Fundamental Research
SEC 13F filings are viewable for Applied Fundamental Research going back to 2020
- Applied Fundamental Research 2025 Q4 filed Jan. 28, 2026
- Applied Fundamental Research 2025 Q3 filed Oct. 30, 2025
- Applied Fundamental Research 2025 Q2 filed July 28, 2025
- Applied Fundamental Research 2025 Q1 filed April 30, 2025
- Applied Fundamental Research 2024 Q4 filed Feb. 10, 2025
- Applied Fundamental Research 2024 Q3 filed Nov. 13, 2024
- Applied Fundamental Research 2024 Q2 filed Aug. 14, 2024
- Applied Fundamental Research 2024 Q1 restated filed May 2, 2024
- Applied Fundamental Research 2024 Q1 filed April 30, 2024
- Applied Fundamental Research 2023 Q3 filed Nov. 14, 2023
- Applied Fundamental Research 2023 Q2 filed Aug. 14, 2023
- Applied Fundamental Research 2023 Q1 filed May 15, 2023
- Applied Fundamental Research 2022 Q4 filed Feb. 13, 2023
- Applied Fundamental Research 2022 Q3 filed Nov. 15, 2022
- Applied Fundamental Research 2022 Q2 filed Aug. 15, 2022
- Applied Fundamental Research 2022 Q1 filed May 12, 2022