Applied Fundamental Research
Latest statistics and disclosures from Applied Fundamental Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAC, DY, ALGN, UFPT, HEI.A, and represent 70.23% of Applied Fundamental Research's stock portfolio.
- Added to shares of these 2 stocks: HEI.A, ALGN.
- Reduced shares in these 6 stocks: IAC (-$5.7M), GLPI (-$5.5M), FIGS (-$5.3M), UHAL.B, NOMD, NABL.
- Applied Fundamental Research was a net seller of stock by $-21M.
- Applied Fundamental Research has $76M in assets under management (AUM), dropping by -24.73%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Iac Com New (IAC) | 16.1 | $12M | -31% | 305k | 40.03 |
|
| Dycom Industries (DY) | 15.6 | $12M | 35k | 338.82 |
|
|
| Align Technology (ALGN) | 13.9 | $11M | +4% | 61k | 171.43 |
|
| UFP Technologies (UFPT) | 13.5 | $10M | 53k | 193.60 |
|
|
| Heico Corp New Cl A (HEI.A) | 11.1 | $8.4M | +41% | 40k | 211.09 |
|
| Figs Cl A (FIGS) | 10.0 | $7.6M | -41% | 516k | 14.77 |
|
| N-able Common Stock (NABL) | 7.7 | $5.8M | 1.2M | 4.67 |
|
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| U Haul Holding Company Com Ser N (UHAL.B) | 7.0 | $5.3M | -43% | 119k | 44.67 |
|
| Gaming & Leisure Pptys (GLPI) | 2.7 | $2.0M | -72% | 46k | 44.37 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 2.3 | $1.8M | -64% | 185k | 9.61 |
|
Past Filings by Applied Fundamental Research
SEC 13F filings are viewable for Applied Fundamental Research going back to 2020
- Applied Fundamental Research 2026 Q1 filed May 13, 2026
- 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