Applied Fundamental Research as of June 30, 2023
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 15.7 | $25M | 398k | 62.80 | |
| Petiq Com Cl A (PETQ) | 15.2 | $24M | 1.6M | 15.17 | |
| Dycom Industries (DY) | 9.2 | $15M | 130k | 113.65 | |
| Ttec Holdings (TTEC) | 8.7 | $14M | 412k | 33.84 | |
| Gaming & Leisure Pptys (GLPI) | 8.7 | $14M | 287k | 48.46 | |
| Figs Cl A (FIGS) | 8.3 | $13M | 1.6M | 8.27 | |
| UFP Technologies (UFPT) | 8.3 | $13M | 68k | 193.85 | |
| Nomad Foods Usd Ord Shs (NOMD) | 8.2 | $13M | 743k | 17.52 | |
| Match Group (MTCH) | 7.5 | $12M | 285k | 41.85 | |
| Heidrick & Struggles International (HSII) | 7.5 | $12M | 450k | 26.47 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 2.7 | $4.3M | 85k | 50.66 |
