Applied Fundamental Research as of March 31, 2026
Portfolio Holdings for Applied Fundamental Research
Applied Fundamental Research holds 10 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iac Com New (IAC) | 16.1 | $12M | 305k | 40.03 | |
| Dycom Industries (DY) | 15.6 | $12M | 35k | 338.82 | |
| Align Technology (ALGN) | 13.9 | $11M | 61k | 171.43 | |
| UFP Technologies (UFPT) | 13.5 | $10M | 53k | 193.60 | |
| Heico Corp New Cl A (HEI.A) | 11.1 | $8.4M | 40k | 211.09 | |
| Figs Cl A (FIGS) | 10.0 | $7.6M | 516k | 14.77 | |
| N-able Common Stock (NABL) | 7.7 | $5.8M | 1.2M | 4.67 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 7.0 | $5.3M | 119k | 44.67 | |
| Gaming & Leisure Pptys (GLPI) | 2.7 | $2.0M | 46k | 44.37 | |
| Nomad Foods Usd Ord Shs (NOMD) | 2.3 | $1.8M | 185k | 9.61 |
