CIK 1849776
Applied Fundamental Research, LLC
Institutional 13F holdings & portfolio
Holdings
10
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–10 of 10
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAC | IAC INC | 448K | $1M+ | SH |
| DY | DYCOM INDS INC | 35K | $1M+ | SH |
| UFPT | UFP TECHNOLOGIES INC | 53K | $1M+ | SH |
| FIGS | FIGS INC | 876K | $1M+ | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 212K | $1M+ | SH |
| NABL | N-ABLE INC | 1.3M | $1M+ | SH |
| ALGN | ALIGN TECHNOLOGY INC | 58K | $1M+ | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 170K | $1M+ | SH |
| HEI.A | HEICO CORP | 28K | $1M+ | SH |
| NOMD | NOMAD FOODS LTD | 524K | $1M+ | SH |