Applied Fundamental Research, LLC
CIK 1849776 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- PPLI13.13%
- UFPT11.42%
- NOMD10.99%
- GLPI10.86%
- HSI10.24%
- PETQ10.13%
- FIGS9.78%
- JBI7.58%
- DY6.77%
- MTCH4.56%
Share classes counted separately95.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MTCHWeight decreased · -3.12 pp7.68% → 4.56%Shares -81.89K (-28.65%)
- PPLIWeight decreased · -2.30 pp15.43% → 13.13%Shares -9.58K (-2.45%)
- DYWeight decreased · -2.29 pp9.06% → 6.77%Shares -30.71K (-36.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 13
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 | $17.85M | 13.13% | 380.98K shares | 15.43% → 13.13%-2.30 pp -9.58K (-2.45%) | Reduced | ↗▾ |
| 02 | UFPTUFP TECHNOLOGIES INC View history and evidence | $15.52M | 11.42% | 58.83K shares | 12.41% → 11.42%-0.99 pp -7.65K (-11.50%) | Reduced | ↗▾ |
| 03 | NOMDNOMAD FOODS LTDUSD ORD SHS View history and evidence | $14.94M | 10.99% | 906.61K shares | 12.22% → 10.99%-1.23 pp +63.30K (+7.51%) | Added | ↗▾ |
| 04 | GLPIGAMING AND LEISURE PROPERTIE View history and evidence | $14.76M | 10.86% | 326.59K shares | 10.64% → 10.86%+0.22 pp +14.70K (+4.71%) | Added | ↗▾ |
| 05 | HSIHEIDRICK & STRUGGLES INTL View history and evidence | $13.92M | 10.24% | 440.67K shares | 10.98% → 10.24%-0.74 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | PETQPETIQ INCCOM CL A View history and evidence | $13.77M | 10.13% | 624.08K shares | 8.58% → 10.13%+1.55 pp -9.45K (-1.49%) | Reduced | ↗▾ |
| 07 | FIGSFIGS INC-CLASS ACL A View history and evidence | $13.30M | 9.78% | 2.50M shares | 9.20% → 9.78%+0.58 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | JBIJANUS INTERNATIONAL GROUP INCOMMON STOCK View history and evidence | $10.30M | 7.58% | 815.61K shares | Prior unavailable +815.61K | New | ↗▾ |
| 09 | DYDYCOM INDUSTRIES INC View history and evidence | $9.21M | 6.77% | 54.55K shares | 9.06% → 6.77%-2.29 pp -30.71K (-36.02%) | Reduced | ↗▾ |
| 10 | MTCHMATCH GROUP INC View history and evidence | $6.19M | 4.56% | 203.91K shares | 7.68% → 4.56%-3.12 pp -81.89K (-28.65%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1849776 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 135963404
}Take these holdings further.
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