13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001849776-24-000010
Total Value
$151.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 371,359 | $20.0M | 13.20% |
| 2 | FIGS INC | FIGS | 2,648,281 | $18.1M | 11.96% |
| 3 | NOMAD FOODS LTD | NOMD | 904,919 | $17.2M | 11.39% |
| 4 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 436,398 | $17.0M | 11.20% |
| 5 | GAMING & LEISURE PPTYS INC | 36467J108 | 328,710 | $16.9M | 11.17% |
| 6 | UFP TECHNOLOGIES INC | UFPT | 48,974 | $15.5M | 10.24% |
| 7 | N-ABLE INC | NABL | 815,634 | $10.7M | 7.03% |
| 8 | DYCOM INDS INC | 267475101 | 51,327 | $10.1M | 6.68% |
| 9 | JANUS INTERNATIONAL GROUP IN | JBI | 787,717 | $8.0M | 5.26% |
| 10 | PETIQ INC | 71639T106 | 219,076 | $6.7M | 4.45% |
| 11 | MATCH GROUP INC NEW | MTCH | 170,988 | $6.5M | 4.27% |
| 12 | U HAUL HOLDING COMPANY | UHAL-B | 61,300 | $4.7M | 3.14% |