Applied Fundamental Research as of March 31, 2025
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 16.0 | $19M | 416k | 45.94 | |
| Nomad Foods Usd Ord Shs (NOMD) | 15.3 | $18M | 928k | 19.65 | |
| Gaming & Leisure Pptys (GLPI) | 13.9 | $17M | 327k | 50.90 | |
| Heidrick & Struggles International (HSII) | 10.3 | $12M | 287k | 42.83 | |
| Dycom Industries (DY) | 9.6 | $12M | 76k | 152.34 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 9.6 | $12M | 194k | 59.18 | |
| UFP Technologies (UFPT) | 7.6 | $9.0M | 45k | 201.71 | |
| Figs Cl A (FIGS) | 7.0 | $8.3M | 1.8M | 4.59 | |
| N-able Common Stock (NABL) | 6.4 | $7.7M | 1.1M | 7.09 | |
| Janus International Group In Common Stock (JBI) | 2.1 | $2.5M | 347k | 7.20 | |
| Amer (UHAL) | 1.4 | $1.6M | 25k | 65.36 | |
| Angi Cl A New (ANGI) | 0.7 | $850k | 55k | 15.41 |
