Applied Fundamental Research, LLC
CIK 1849776 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- PPLI14.52%
- PETQ11.27%
- GLPI9.76%
- TTEC9.69%
- FIGS9.26%
- NOMD8.77%
- HSI8.65%
- DY8.36%
- MTCH8.12%
- UFPT7.61%
Share classes counted separately96.01%
Portfolio value by quarter
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PPLIPEOPLE INCCOM NEW View history and evidence | $19.97M | 14.52% | 396.36K shares | — | ↗▾ | |
| 02 | PETQPETIQ INCCOM CL A View history and evidence | $15.50M | 11.27% | 786.97K shares | — | ↗▾ | |
| 03 | GLPIGAMING AND LEISURE PROPERTIE View history and evidence | $13.43M | 9.76% | 294.75K shares | — | ↗▾ | |
| 04 | TTECTTEC HOLDINGS INC View history and evidence | $13.33M | 9.69% | 508.23K shares | — | ↗▾ | |
| 05 | FIGSFIGS INC-CLASS ACL A View history and evidence | $12.74M | 9.26% | 2.16M shares | — | ↗▾ | |
| 06 | NOMDNOMAD FOODS LTDUSD ORD SHS View history and evidence | $12.06M | 8.77% | 792.53K shares | — | ↗▾ | |
| 07 | HSIHEIDRICK & STRUGGLES INTL View history and evidence | $11.90M | 8.65% | 475.76K shares | — | ↗▾ | |
| 08 | DYDYCOM INDUSTRIES INC View history and evidence | $11.50M | 8.36% | 129.21K shares | — | ↗▾ | |
| 09 | MTCHMATCH GROUP INC View history and evidence | $11.17M | 8.12% | 285.18K shares | — | ↗▾ | |
| 10 | UFPTUFP TECHNOLOGIES INC View history and evidence | $10.47M | 7.61% | 64.86K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UHAL.B U-HAUL HOLDING CO-NON VOTING | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
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CIK 1849776 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 137555050
}Take these holdings further.
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