Applied Fundamental Research as of March 31, 2024
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 15.4 | $21M | 391k | 53.34 | |
| UFP Technologies (UFPT) | 12.4 | $17M | 67k | 252.20 | |
| Nomad Foods Usd Ord Shs (NOMD) | 12.2 | $17M | 843k | 19.56 | |
| Heidrick & Struggles International (HSII) | 11.0 | $15M | 441k | 33.66 | |
| Gaming & Leisure Pptys (GLPI) | 10.6 | $14M | 312k | 46.07 | |
| Figs Cl A (FIGS) | 9.2 | $12M | 2.5M | 4.98 | |
| Dycom Industries (DY) | 9.1 | $12M | 85k | 143.53 | |
| Petiq Com Cl A (PETQ) | 8.6 | $12M | 634k | 18.28 | |
| Match Group (MTCH) | 7.7 | $10M | 286k | 36.28 | |
| Amer (UHAL) | 2.7 | $3.7M | 54k | 67.54 | |
| Ttec Holdings (TTEC) | 1.1 | $1.5M | 141k | 10.37 |
