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) | 14.9 | $21M | 391k | 52.96 | |
| Gaming & Leisure Pptys (GLPI) | 10.4 | $14M | 312k | 46.11 | |
| Figs Cl A (FIGS) | 9.9 | $14M | 2.5M | 5.52 | |
| Dycom Industries (DY) | 9.9 | $14M | 85k | 160.27 | |
| Heidrick & Struggles International (HSII) | 9.8 | $14M | 441k | 30.71 | |
| Nomad Foods Usd Ord Shs (NOMD) | 9.7 | $14M | 843k | 16.00 | |
| Petiq Com Cl A (PETQ) | 9.3 | $13M | 634k | 20.40 | |
| UFP Technologies (UFPT) | 8.3 | $12M | 67k | 172.69 | |
| Match Group (MTCH) | 7.5 | $10M | 286k | 36.14 | |
| Ttec Holdings (TTEC) | 7.4 | $10M | 141k | 73.03 | |
| Amer (UHAL) | 2.9 | $4.0M | 54k | 73.46 |
