13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001849776-25-000004
Total Value
$112.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 467,541 | $17.5M | 15.47% |
| 2 | DYCOM INDS INC | 267475101 | 67,746 | $16.6M | 14.67% |
| 3 | NOMAD FOODS LTD | NOMD | 881,092 | $15.0M | 13.27% |
| 4 | GAMING & LEISURE PPTYS INC | 36467J108 | 234,597 | $11.0M | 9.71% |
| 5 | UFP TECHNOLOGIES INC | UFPT | 39,439 | $9.6M | 8.53% |
| 6 | U HAUL HOLDING COMPANY | UHAL-B | 170,824 | $9.3M | 8.23% |
| 7 | FIGS INC | FIGS | 1,592,780 | $9.0M | 7.96% |
| 8 | N-ABLE INC | NABL | 1,048,374 | $8.5M | 7.53% |
| 9 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 176,988 | $8.1M | 7.18% |
| 10 | ALIGN TECHNOLOGY INC | ALGN | 31,292 | $5.9M | 5.25% |
| 11 | JANUS INTERNATIONAL GROUP IN | JBI | 304,542 | $2.5M | 2.20% |