Applied Fundamental Research, LLC PPLI holdings history
PEOPLE INC · CUSIP 44891N208 · CIK 1849776
As of 2026-06-30, Applied Fundamental Research, LLC reported 184.73K PPLI (shares), valued at $8.53M, or 10.09% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 39.45%; reported value decreased 30.18%, and weight changed -6.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 10.09% | 184,734 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 16.12% | 305,099 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 17.41% | 448,254 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 14.84% | 448,254 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 15.47% | 467,541 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 16.03% | 416,194 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 14.04% | 416,194 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 13.20% | 371,359 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 13.13% | 380,977 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 15.43% | 390,554 | SEC filing ↗Filed May 2, 2024Amended |
| Q4 2023 | 14.93% | 394,853 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 14.52% | 396,358 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 14.52% | 396,358 | $19.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 14.93% | 394,853 | $20.68M | Shares decreased 0.38%; reported value increased 3.55%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 15.43% | 390,554 | $20.83M | Shares decreased 1.09%; reported value increased 0.72%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 13.13% | 380,977 | $17.85M | Shares decreased 2.45%; reported value decreased 14.32%, and weight changed -2.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 13.20% | 371,359 | $19.99M | Shares decreased 2.52%; reported value increased 11.98%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 14.04% | 416,194 | $17.95M | Shares increased 12.07%; reported value decreased 10.17%, and weight changed +0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 16.03% | 416,194 | $19.12M | Shares unchanged; reported value increased 6.49%, and weight changed +1.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 15.47% | 467,541 | $17.46M | Shares increased 12.34%; reported value decreased 8.69%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 14.84% | 448,254 | $15.27M | Shares decreased 4.13%; reported value decreased 12.52%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 17.41% | 448,254 | $17.53M | Shares unchanged; reported value increased 14.76%, and weight changed +2.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 16.12% | 305,099 | $12.21M | Shares decreased 31.94%; reported value decreased 30.32%, and weight changed -1.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 10.09% | 184,734 | $8.53M | Shares decreased 39.45%; reported value decreased 30.18%, and weight changed -6.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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