13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001849776-23-000003
Total Value
$138,839
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 370,183 | $19,101 | 13.76% |
| 2 | PETIQ INC | 71639T106 | 1,584,479 | $18,126 | 13.06% |
| 3 | NOMAD FOODS LTD | NOMD | 792,287 | $14,847 | 10.69% |
| 4 | GAMING & LEISURE PPTYS INC | 36467J108 | 284,398 | $14,806 | 10.66% |
| 5 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 440,852 | $13,384 | 9.64% |
| 6 | UFP TECHNOLOGIES INC | UFPT | 99,148 | $12,873 | 9.27% |
| 7 | TTEC HLDGS INC | TTEC | 324,129 | $12,067 | 8.69% |
| 8 | DYCOM INDS INC | 267475101 | 128,233 | $12,009 | 8.65% |
| 9 | FIGS INC | FIGS | 1,538,800 | $9,525 | 6.86% |
| 10 | MATCH GROUP INC NEW | MTCH | 200,041 | $7,680 | 5.53% |
| 11 | U HAUL HOLDING COMPANY | UHAL-B | 84,754 | $4,421 | 3.18% |