Applied Fundamental Research as of June 30, 2021
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Interactivecorp (IAC) | 14.7 | $22M | 142k | 154.17 | |
| Dycom Industries (DY) | 12.5 | $19M | 249k | 74.53 | |
| UFP Technologies (UFPT) | 11.8 | $18M | 307k | 57.42 | |
| Nomad Foods Usd Ord Shs (NOMD) | 11.6 | $17M | 611k | 28.27 | |
| Gaming & Leisure Pptys (GLPI) | 10.9 | $16M | 351k | 46.33 | |
| Heidrick & Struggles International (HSII) | 10.6 | $16M | 355k | 44.55 | |
| Invesco SHS (IVZ) | 10.2 | $15M | 571k | 26.73 | |
| Match Group (MTCH) | 7.3 | $11M | 67k | 161.25 | |
| Amer (UHAL) | 5.3 | $7.8M | 13k | 589.38 | |
| Vimeo Common Stock (VMEO) | 3.1 | $4.7M | 95k | 49.00 | |
| Great Elm Group Com New (GEG) | 1.9 | $2.8M | 1.3M | 2.25 |
