13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001849776-23-000001
Total Value
$138,936
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UFP TECHNOLOGIES INC | UFPT | 139,656 | $16,464 | 11.85% |
| 2 | IAC INC | IAC | 361,249 | $16,039 | 11.54% |
| 3 | PETIQ INC | 71639T106 | 1,633,862 | $15,064 | 10.84% |
| 4 | GAMING & LEISURE PPTYS INC | 36467J108 | 280,470 | $14,610 | 10.52% |
| 5 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 509,665 | $14,255 | 10.26% |
| 6 | NOMAD FOODS LTD | NOMD | 774,863 | $13,359 | 9.62% |
| 7 | TTEC HLDGS INC | TTEC | 290,859 | $12,836 | 9.24% |
| 8 | DYCOM INDS INC | 267475101 | 118,323 | $11,075 | 7.97% |
| 9 | FIGS INC | FIGS | 1,511,300 | $10,171 | 7.32% |
| 10 | MATCH GROUP INC NEW | MTCH | 213,864 | $8,873 | 6.39% |
| 11 | U HAUL HOLDING COMPANY | UHAL-B | 100,383 | $5,519 | 3.97% |
| 12 | U HAUL HOLDING COMPANY | UHAL-B | 11,154 | $671 | 0.48% |