13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001849776-25-000003
Total Value
$119.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 416,194 | $19.1M | 16.03% |
| 2 | NOMAD FOODS LTD | NOMD | 927,791 | $18.2M | 15.28% |
| 3 | GAMING & LEISURE PPTYS INC | 36467J108 | 326,713 | $16.6M | 13.94% |
| 4 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 287,007 | $12.3M | 10.30% |
| 5 | DYCOM INDS INC | 267475101 | 75,526 | $11.5M | 9.64% |
| 6 | U HAUL HOLDING COMPANY | UHAL-B | 194,199 | $11.5M | 9.63% |
| 7 | UFP TECHNOLOGIES INC | UFPT | 44,841 | $9.0M | 7.58% |
| 8 | FIGS INC | FIGS | 1,814,249 | $8.3M | 6.98% |
| 9 | N-ABLE INC | NABL | 1,083,033 | $7.7M | 6.44% |
| 10 | JANUS INTERNATIONAL GROUP IN | JBI | 346,674 | $2.5M | 2.09% |
| 11 | U HAUL HOLDING COMPANY | UHAL-B | 25,087 | $1.6M | 1.37% |
| 12 | ANGI INC | ANGI | 55,128 | $849,522 | 0.71% |