Applied Fundamental Research as of Dec. 31, 2020
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Interactive Ord | 17.8 | $19M | 98k | 189.49 | |
| Dycom Industries (DY) | 14.5 | $15M | 202k | 75.47 | |
| Nomad Foods Usd Ord Shs (NOMD) | 12.4 | $13M | 513k | 25.42 | |
| UFP Technologies (UFPT) | 10.1 | $11M | 226k | 46.59 | |
| Heidrick & Struggles International (HSII) | 9.8 | $10M | 351k | 29.40 | |
| Invesco SHS (IVZ) | 9.2 | $9.7M | 554k | 17.43 | |
| Gaming & Leisure Pptys (GLPI) | 8.2 | $8.6M | 203k | 42.37 | |
| Match Group (MTCH) | 7.9 | $8.3M | 55k | 151.23 | |
| Amer (UHAL) | 5.5 | $5.7M | 13k | 453.85 | |
| Great Elm Group Com New (GEG) | 3.5 | $3.6M | 1.3M | 2.88 | |
| Live Nation Entertainment (LYV) | 1.1 | $1.2M | 16k | 73.37 |
