Filer Name: APPLIED FUNDAMENTAL RESEARCH, LLC
CIK: 1849776
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 12
Portfolio Value: $0.13B

Applied Fundamental Research, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IAC US IAC INC 416,194 $18M 14.04% 12.1% -
GLPI US GAMING AND LEISURE PROPERTIE 326,713 $16M 12.31% -0.6% -
NOMD US NOMAD FOODS LTD 927,791 $16M 12.18% 2.5% -
FIGS US FIGS INC-CLASS A 2,486,948 $15M 12.04% -6.1% -
HSII US HEIDRICK & STRUGGLES INTL 291,791 $13M 10.11% -33.1% -
UFPT US UFP TECHNOLOGIES INC 44,841 $11M 8.58% -8.4% -
NABL US N-ABLE INC 1,083,033 $10M 7.91% 32.8% -
DY US DYCOM INDUSTRIES INC 51,031 $9M 6.95% -0.6% -
UHAL/B US U-HAUL HOLDING CO-NON VOTING 130,083 $8M 6.52% 100.0% -
JBI US JANUS INTERNATIONAL GROUP IN 790,594 $6M 4.55% 0.4% -
MTCH US MATCH GROUP INC 135,273 $4M 3.46% -20.9% -
UHAL US U-HAUL HOLDING CO 25,087 $2M 1.36% -59.1% -
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