Applied Fundamental Research as of Dec. 31, 2024
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 14.0 | $18M | 416k | 43.14 | |
| Gaming & Leisure Pptys (GLPI) | 12.3 | $16M | 327k | 48.16 | |
| Nomad Foods Usd Ord Shs (NOMD) | 12.2 | $16M | 928k | 16.78 | |
| Figs Cl A (FIGS) | 12.0 | $15M | 2.5M | 6.19 | |
| Heidrick & Struggles International (HSII) | 10.1 | $13M | 292k | 44.31 | |
| UFP Technologies (UFPT) | 8.6 | $11M | 45k | 244.51 | |
| N-able Common Stock (NABL) | 7.9 | $10M | 1.1M | 9.34 | |
| Dycom Industries (DY) | 6.9 | $8.9M | 51k | 174.06 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 6.5 | $8.3M | 130k | 64.05 | |
| Janus International Group In Common Stock (JBI) | 4.5 | $5.8M | 791k | 7.35 | |
| Match Group (MTCH) | 3.5 | $4.4M | 135k | 32.71 | |
| Amer (UHAL) | 1.4 | $1.7M | 25k | 69.09 |
