13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q1 2024 · Filed April 30, 2024 · Accession 0001849776-24-000003
Total Value
$135.0M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 390,554 | $20.7M | 14.93% |
| 2 | GAMING & LEISURE PPTYS INC | 36467J108 | 311,885 | $14.4M | 10.38% |
| 3 | FIGS INC | FIGS | 2,495,381 | $13.8M | 9.95% |
| 4 | DYCOM INDS INC | 267475101 | 85,265 | $13.7M | 9.86% |
| 5 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 440,670 | $13.5M | 9.77% |
| 6 | NOMAD FOODS LTD | NOMD | 843,305 | $13.5M | 9.74% |
| 7 | PETIQ INC | 71639T106 | 633,530 | $12.9M | 9.32% |
| 8 | UFP TECHNOLOGIES INC | UFPT | 66,472 | $11.5M | 8.28% |
| 9 | MATCH GROUP INC NEW | MTCH | 285,804 | $10.3M | 7.45% |
| 10 | TTEC HLDGS INC | TTEC | 141,168 | $10.3M | 7.44% |
| 11 | U HAUL HOLDING COMPANY | UHAL-B | 54,279 | $4.0M | 2.88% |