Applied Fundamental Research, LLC
10 holdingsFiling period: 2026-03-31Current AUM: $79.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IAC | IAC INC | 305.1K | $12.2M | $12.2M | 15.46% | -143,155 | 2026-03-31 |
| 2 | DY | DYCOM INDS INC | 35.0K | $11.8M | $14.0M | 17.76% | -- | 2026-03-31 |
| 3 | ALGN | ALIGN TECHNOLOGY INC | 61.3K | $10.5M | $10.4M | 13.13% | +2.9K | 2026-03-31 |
| 4 | UFPT | UFP TECHNOLOGIES INC | 52.8K | $10.2M | $13.4M | 17.03% | -- | 2026-03-31 |
| 5 | HEI/A | HEICO CORP | 39.9K | $8.4M | $8.4M | 10.67% | +11.8K | 2026-03-31 |
| 6 | FIGS | FIGS INC | 515.6K | $7.6M | $5.5M | 6.98% | -360,250 | 2026-03-31 |
| 7 | NABL | N-ABLE INC | 1.24M | $5.8M | $5.8M | 7.37% | -9,158 | 2026-03-31 |
| 8 | UHAL/B | U HAUL HOLDING COMPANY | 119.0K | $5.3M | $5.3M | 6.73% | -92,981 | 2026-03-31 |
| 9 | GLPI | GAMING & LEISURE P | 46.0K | $2.0M | $2.1M | 2.61% | -124,173 | 2026-03-31 |
| 10 | — | NOMAD FOODS LTD | 185.1K | $1.8M | $1.8M | 2.25% | -339,179 | 2026-03-31 |
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