Applied Fundamental Research as of June 30, 2025
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 15.5 | $18M | 468k | 37.34 | |
| Dycom Industries (DY) | 14.7 | $17M | 68k | 244.39 | |
| Nomad Foods Usd Ord Shs (NOMD) | 13.3 | $15M | 881k | 16.99 | |
| Gaming & Leisure Pptys (GLPI) | 9.7 | $11M | 235k | 46.68 | |
| UFP Technologies (UFPT) | 8.5 | $9.6M | 39k | 244.16 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 8.2 | $9.3M | 171k | 54.37 | |
| Figs Cl A (FIGS) | 8.0 | $9.0M | 1.6M | 5.64 | |
| N-able Common Stock (NABL) | 7.5 | $8.5M | 1.0M | 8.10 | |
| Heidrick & Struggles International (HSII) | 7.2 | $8.1M | 177k | 45.76 | |
| Align Technology (ALGN) | 5.3 | $5.9M | 31k | 189.33 | |
| Janus International Group In Common Stock (JBI) | 2.2 | $2.5M | 305k | 8.14 |
