Applied Fundamental Research as of Dec. 31, 2022
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UFP Technologies (UFPT) | 11.9 | $17M | 140k | 117.89 | |
| Iac Com New (IAC) | 11.5 | $16M | 361k | 44.40 | |
| Petiq Com Cl A (PETQ) | 10.8 | $15M | 1.6M | 9.22 | |
| Gaming & Leisure Pptys (GLPI) | 10.5 | $15M | 281k | 52.09 | |
| Heidrick & Struggles International (HSII) | 10.3 | $14M | 510k | 27.97 | |
| Nomad Foods Usd Ord Shs (NOMD) | 9.6 | $13M | 775k | 17.24 | |
| Ttec Holdings (TTEC) | 9.2 | $13M | 291k | 44.13 | |
| Dycom Industries (DY) | 8.0 | $11M | 118k | 93.60 | |
| Figs Cl A (FIGS) | 7.3 | $10M | 1.5M | 6.73 | |
| Match Group (MTCH) | 6.4 | $8.9M | 214k | 41.49 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 4.0 | $5.5M | 100k | 54.98 | |
| Amer (UHAL) | 0.5 | $671k | 11k | 60.16 |
