Applied Fundamental Research as of March 31, 2022
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Interactivecorp Com New (IAC) | 13.2 | $29M | 290k | 100.75 | |
| UFP Technologies (UFPT) | 11.1 | $25M | 371k | 66.17 | |
| Petiq Com Cl A (PETQ) | 10.4 | $23M | 946k | 24.40 | |
| Heidrick & Struggles International (HSII) | 10.3 | $23M | 576k | 39.58 | |
| Ttec Holdings (TTEC) | 9.7 | $22M | 261k | 82.52 | |
| Dycom Industries (DY) | 9.4 | $21M | 219k | 95.26 | |
| Nomad Foods Usd Ord Shs (NOMD) | 9.4 | $21M | 922k | 22.58 | |
| Match Group (MTCH) | 9.1 | $20M | 186k | 108.74 | |
| Gaming & Leisure Pptys (GLPI) | 8.6 | $19M | 406k | 46.93 | |
| Invesco SHS (IVZ) | 5.5 | $12M | 533k | 23.06 | |
| Amer (UHAL) | 3.5 | $7.7M | 13k | 596.91 |
