Applied Fundamental Research as of Sept. 30, 2022
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UFP Technologies (UFPT) | 14.2 | $18M | 204k | 85.84 | |
| Iac Com New (IAC) | 13.4 | $17M | 297k | 55.38 | |
| Heidrick & Struggles International (HSII) | 11.5 | $14M | 547k | 25.99 | |
| Gaming & Leisure Pptys (GLPI) | 10.5 | $13M | 293k | 44.24 | |
| Ttec Holdings (TTEC) | 10.5 | $13M | 291k | 44.31 | |
| Dycom Industries (DY) | 9.2 | $11M | 118k | 95.53 | |
| Petiq Com Cl A (PETQ) | 9.1 | $11M | 1.6M | 6.90 | |
| Nomad Foods Usd Ord Shs (NOMD) | 8.9 | $11M | 775k | 14.20 | |
| Match Group (MTCH) | 8.1 | $10M | 210k | 47.75 | |
| Amer (UHAL) | 4.6 | $5.7M | 11k | 509.23 |
