Applied Fundamental Research as of Sept. 30, 2024
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 13.2 | $20M | 371k | 53.82 | |
| Figs Cl A (FIGS) | 12.0 | $18M | 2.6M | 6.84 | |
| Nomad Foods Usd Ord Shs (NOMD) | 11.4 | $17M | 905k | 19.06 | |
| Heidrick & Struggles International (HSII) | 11.2 | $17M | 436k | 38.86 | |
| Gaming & Leisure Pptys (GLPI) | 11.2 | $17M | 329k | 51.45 | |
| UFP Technologies (UFPT) | 10.2 | $16M | 49k | 316.70 | |
| N-able Common Stock (NABL) | 7.0 | $11M | 816k | 13.06 | |
| Dycom Industries (DY) | 6.7 | $10M | 51k | 197.10 | |
| Janus International Group In Common Stock (JBI) | 5.3 | $8.0M | 788k | 10.11 | |
| Petiq Com Cl A (PETQ) | 4.5 | $6.7M | 219k | 30.77 | |
| Match Group (MTCH) | 4.3 | $6.5M | 171k | 37.84 | |
| Amer (UHAL) | 3.1 | $4.7M | 61k | 77.48 |
