13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001849776-23-000004
Total Value
$159,457
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 398,108 | $25,001 | 15.68% |
| 2 | PETIQ INC | 71639T106 | 1,593,586 | $24,175 | 15.16% |
| 3 | DYCOM INDS INC | 267475101 | 129,748 | $14,746 | 9.25% |
| 4 | TTEC HLDGS INC | TTEC | 411,726 | $13,933 | 8.74% |
| 5 | GAMING & LEISURE PPTYS INC | 36467J108 | 286,598 | $13,889 | 8.71% |
| 6 | FIGS INC | FIGS | 1,608,800 | $13,305 | 8.34% |
| 7 | UFP TECHNOLOGIES INC | UFPT | 68,300 | $13,240 | 8.30% |
| 8 | NOMAD FOODS LTD | NOMD | 742,535 | $13,009 | 8.16% |
| 9 | MATCH GROUP INC NEW | MTCH | 285,353 | $11,942 | 7.49% |
| 10 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 450,417 | $11,923 | 7.48% |
| 11 | U HAUL HOLDING COMPANY | UHAL-B | 84,754 | $4,294 | 2.69% |