Applied Fundamental Research as of Sept. 30, 2021
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Interactivecorp Com New (IAC) | 17.3 | $32M | 213k | 152.37 | |
| Dycom Industries (DY) | 14.0 | $26M | 331k | 79.42 | |
| UFP Technologies (UFPT) | 11.5 | $22M | 348k | 61.89 | |
| Nomad Foods Usd Ord Shs (NOMD) | 10.8 | $20M | 743k | 27.23 | |
| Heidrick & Struggles International (HSII) | 10.4 | $20M | 416k | 46.88 | |
| Invesco SHS (IVZ) | 8.5 | $16M | 623k | 25.41 | |
| Petiq Com Cl A (PETQ) | 8.4 | $16M | 628k | 25.05 | |
| Gaming & Leisure Pptys (GLPI) | 7.5 | $14M | 290k | 48.49 | |
| Amer (UHAL) | 5.7 | $11M | 14k | 736.97 | |
| Match Group (MTCH) | 5.1 | $9.6M | 63k | 150.78 | |
| Great Elm Group Com New (GEG) | 0.8 | $1.5M | 738k | 2.00 |
