13F HOLDINGS REPORT
Applied Fundamental Research, LLC
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001849776-26-000001
Total Value
$100.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC INC | IAC | 448,254 | $17.5M | 17.41% |
| 2 | DYCOM INDS INC | 267475101 | 34,972 | $11.8M | 11.74% |
| 3 | UFP TECHNOLOGIES INC | UFPT | 52,788 | $11.7M | 11.64% |
| 4 | FIGS INC | FIGS | 875,819 | $9.9M | 9.88% |
| 5 | U HAUL HOLDING COMPANY | UHAL-B | 212,026 | $9.9M | 9.84% |
| 6 | N-ABLE INC | NABL | 1,252,829 | $9.4M | 9.31% |
| 7 | ALIGN TECHNOLOGY INC | ALGN | 58,419 | $9.1M | 9.06% |
| 8 | GAMING & LEISURE PPTYS INC | 36467J108 | 170,207 | $7.6M | 7.55% |
| 9 | HEICO CORP | HEI-A | 28,134 | $7.1M | 7.05% |
| 10 | NOMAD FOODS LTD | NOMD | 524,300 | $6.6M | 6.51% |