Applied Fundamental Research as of June 30, 2022
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UFP Technologies (UFPT) | 14.2 | $25M | 320k | 79.57 | |
| Iac Interactivecorp Com New (IAC) | 13.4 | $24M | 317k | 75.97 | |
| Heidrick & Struggles International (HSII) | 10.9 | $20M | 603k | 32.36 | |
| Gaming & Leisure Pptys (GLPI) | 10.4 | $19M | 406k | 45.86 | |
| Ttec Holdings (TTEC) | 10.4 | $19M | 274k | 67.89 | |
| Petiq Com Cl A (PETQ) | 10.3 | $19M | 1.1M | 16.79 | |
| Nomad Foods Usd Ord Shs (NOMD) | 9.7 | $17M | 871k | 19.99 | |
| Dycom Industries (DY) | 9.4 | $17M | 180k | 93.04 | |
| Match Group (MTCH) | 7.9 | $14M | 203k | 69.69 | |
| Amer (UHAL) | 3.5 | $6.2M | 13k | 478.25 |
