Applied Fundamental Research as of March 31, 2023
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 13.8 | $19M | 370k | 51.60 | |
| Petiq Com Cl A (PETQ) | 13.1 | $18M | 1.6M | 11.44 | |
| Nomad Foods Usd Ord Shs (NOMD) | 10.7 | $15M | 792k | 18.74 | |
| Gaming & Leisure Pptys (GLPI) | 10.7 | $15M | 284k | 52.06 | |
| Heidrick & Struggles International (HSII) | 9.6 | $13M | 441k | 30.36 | |
| UFP Technologies (UFPT) | 9.3 | $13M | 99k | 129.84 | |
| Ttec Holdings (TTEC) | 8.7 | $12M | 324k | 37.23 | |
| Dycom Industries (DY) | 8.6 | $12M | 128k | 93.65 | |
| Figs Cl A (FIGS) | 6.9 | $9.5M | 1.5M | 6.19 | |
| Match Group (MTCH) | 5.5 | $7.7M | 200k | 38.39 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 3.2 | $4.4M | 85k | 52.16 |
