Applied Fundamental Research as of June 30, 2024
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 13.1 | $18M | 381k | 46.85 | |
| UFP Technologies (UFPT) | 11.4 | $16M | 59k | 263.87 | |
| Nomad Foods Usd Ord Shs (NOMD) | 11.0 | $15M | 907k | 16.48 | |
| Gaming & Leisure Pptys (GLPI) | 10.9 | $15M | 327k | 45.21 | |
| Heidrick & Struggles International (HSII) | 10.2 | $14M | 441k | 31.58 | |
| Petiq Com Cl A (PETQ) | 10.1 | $14M | 624k | 22.06 | |
| Figs Cl A (FIGS) | 9.8 | $13M | 2.5M | 5.33 | |
| Janus International Group In Common Stock (JBI) | 7.6 | $10M | 816k | 12.63 | |
| Dycom Industries (DY) | 6.8 | $9.2M | 55k | 168.76 | |
| Match Group (MTCH) | 4.6 | $6.2M | 204k | 30.38 | |
| Amer (UHAL) | 2.8 | $3.8M | 61k | 61.73 | |
| N-able Common Stock (NABL) | 1.7 | $2.3M | 151k | 15.23 | |
| Ttec Holdings (TTEC) | 0.1 | $110k | 19k | 5.88 |
