13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001849776-25-000008
Total Value
$102.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DYCOM INDS INC | 267475101 | 54,018 | $15.8M | 15.31% |
| 2 | IAC INC | IAC | 448,254 | $15.3M | 14.84% |
| 3 | GAMING & LEISURE PPTYS INC | 36467J108 | 215,693 | $10.1M | 9.77% |
| 4 | U HAUL HOLDING COMPANY | UHAL-B | 194,870 | $9.9M | 9.64% |
| 5 | UFP TECHNOLOGIES INC | UFPT | 48,753 | $9.7M | 9.46% |
| 6 | NOMAD FOODS LTD | NOMD | 738,016 | $9.7M | 9.43% |
| 7 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 174,612 | $8.7M | 8.44% |
| 8 | FIGS INC | FIGS | 1,274,818 | $8.5M | 8.29% |
| 9 | N-ABLE INC | NABL | 1,059,149 | $8.3M | 8.03% |
| 10 | ALIGN TECHNOLOGY INC | ALGN | 55,894 | $7.0M | 6.80% |