13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001849776-25-000001
Total Value
$127.8M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 416,194 | $18.0M | 14.04% |
| 2 | GAMING & LEISURE PPTYS INC | 36467J108 | 326,713 | $15.7M | 12.31% |
| 3 | NOMAD FOODS LTD | NOMD | 927,791 | $15.6M | 12.18% |
| 4 | FIGS INC | FIGS | 2,486,948 | $15.4M | 12.04% |
| 5 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 291,791 | $12.9M | 10.11% |
| 6 | UFP TECHNOLOGIES INC | UFPT | 44,841 | $11.0M | 8.58% |
| 7 | N-ABLE INC | NABL | 1,083,033 | $10.1M | 7.91% |
| 8 | DYCOM INDS INC | 267475101 | 51,031 | $8.9M | 6.95% |
| 9 | U HAUL HOLDING COMPANY | UHAL-B | 130,083 | $8.3M | 6.52% |
| 10 | JANUS INTERNATIONAL GROUP IN | JBI | 790,594 | $5.8M | 4.55% |
| 11 | MATCH GROUP INC NEW | MTCH | 135,273 | $4.4M | 3.46% |
| 12 | U HAUL HOLDING COMPANY | UHAL-B | 25,087 | $1.7M | 1.36% |