Applied Fundamental Research, LLC 13F Holdings

CIK 0001849776 · CAMBRIDGE, MA

As of Sep 30, 2025, Applied Fundamental Research, LLC reported 10 positions worth 02.9M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
DYCOM INDUSTRIES INCDYIndustrials54,018 5.8M15.31%
IAC INCIACCommunication Services448,254 5.3M14.84%
GAMING & LEISURE PROPERTIES INCGLPIReal Estate215,693 0.1M9.77%
U-HAUL HOLDING COUHAL.BIndustrials194,870$9.9M9.64%
UFP TECHNOLOGIES INCUFPTHealthcare48,753$9.7M9.46%
NOMAD FOODS LTDNOMDConsumer Defensive738,016$9.7M9.43%
HEIDRICK & STRUGGLES INTERNATIONAL INCHSIIIndustrials174,612$8.7M8.44%
FIGS INCFIGSConsumer Cyclical1,274,818$8.5M8.29%
N-ABLE INCNABLTechnology1,059,149$8.3M8.03%
ALIGN TECHNOLOGY INCALGNHealthcare55,894$7.0M6.80%