13F HOLDINGS REPORT (Amended)
Applied Fundamental Research, LLC
Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0001849776-24-000004
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 | $20.8M | 15.43% |
| 2 | UFP TECHNOLOGIES INC | UFPT | 66,472 | $16.8M | 12.41% |
| 3 | NOMAD FOODS LTD | NOMD | 843,305 | $16.5M | 12.22% |
| 4 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 440,670 | $14.8M | 10.98% |
| 5 | GAMING & LEISURE PPTYS INC | 36467J108 | 311,885 | $14.4M | 10.64% |
| 6 | FIGS INC | FIGS | 2,495,381 | $12.4M | 9.20% |
| 7 | DYCOM INDS INC | 267475101 | 85,265 | $12.2M | 9.06% |
| 8 | PETIQ INC | 71639T106 | 633,530 | $11.6M | 8.58% |
| 9 | MATCH GROUP INC NEW | MTCH | 285,804 | $10.4M | 7.68% |
| 10 | U HAUL HOLDING COMPANY | UHAL-B | 54,279 | $3.7M | 2.71% |
| 11 | TTEC HLDGS INC | TTEC | 141,168 | $1.5M | 1.08% |