Applied Fundamental Research
Latest statistics and disclosures from Applied Fundamental Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DY, IAC, GLPI, UHAL.B, UFPT, and represent 59.01% of Applied Fundamental Research's stock portfolio.
- Added to shares of these 4 stocks: ALGN, UFPT, UHAL.B, NABL.
- Reduced shares in these 7 stocks: DY, JBI, FIGS, NOMD, GLPI, IAC, HSII.
- Sold out of its position in JBI.
- Applied Fundamental Research was a net seller of stock by $-5.9M.
- Applied Fundamental Research has $103M in assets under management (AUM), dropping by -8.78%.
- 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dycom Industries (DY) | 15.3 | $16M | -20% | 54k | 291.76 |
|
| Iac Com New (IAC) | 14.8 | $15M | -4% | 448k | 34.07 |
|
| Gaming & Leisure Pptys (GLPI) | 9.8 | $10M | -8% | 216k | 46.61 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 9.6 | $9.9M | +14% | 195k | 50.90 |
|
| UFP Technologies (UFPT) | 9.5 | $9.7M | +23% | 49k | 199.60 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 9.4 | $9.7M | -16% | 738k | 13.15 |
|
| Heidrick & Struggles International (HSII) | 8.4 | $8.7M | 175k | 49.77 |
|
|
| Figs Cl A (FIGS) | 8.3 | $8.5M | -19% | 1.3M | 6.69 |
|
| N-able Common Stock (NABL) | 8.0 | $8.3M | 1.1M | 7.80 |
|
|
| Align Technology (ALGN) | 6.8 | $7.0M | +78% | 56k | 125.22 |
|
Past Filings by Applied Fundamental Research
SEC 13F filings are viewable for Applied Fundamental Research going back to 2020
- 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
- Applied Fundamental Research 2021 Q4 filed Feb. 14, 2022