Applied Fundamental Research as of March 31, 2021
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dycom Industries (DY) | 16.2 | $19M | 206k | 92.85 | |
| Iac Interactive Ord | 15.5 | $18M | 85k | 216.32 | |
| Nomad Foods Usd Ord Shs (NOMD) | 13.3 | $16M | 575k | 27.46 | |
| Invesco SHS (IVZ) | 10.3 | $12M | 486k | 25.22 | |
| UFP Technologies (UFPT) | 10.3 | $12M | 245k | 49.82 | |
| Heidrick & Struggles International (HSII) | 10.2 | $12M | 337k | 35.72 | |
| Gaming & Leisure Pptys (GLPI) | 7.8 | $9.3M | 218k | 42.43 | |
| Match Group (MTCH) | 6.4 | $7.5M | 55k | 137.38 | |
| Amer (UHAL) | 6.4 | $7.5M | 12k | 612.61 | |
| Great Elm Group Com New (GEG) | 2.6 | $3.1M | 1.3M | 2.44 | |
| Live Nation Entertainment (LYV) | 1.1 | $1.3M | 16k | 84.66 |
