Q4 2024 · 13F-HR
Applied Fundamental Research, LLCholdings as filed
Filed 2025-02-10 · accession 0001849776-25-000001
$127.8M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 44891N208 | IAC | IAC INC | $18.0M | 14.0% | 416,194 | Common | SOLE |
| 36467J108 | GLPI | GAMING & LEISURE PPTYS INC | $15.7M | 12.3% | 326,713 | Common | SOLE |
| G6564A105 | NOMD | NOMAD FOODS LTD | $15.6M | 12.2% | 927,791 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $15.4M | 12.0% | 2,486,948 | Common | SOLE |
| 422819102 | HSI | HEIDRICK & STRUGGLES INTL IN | $12.9M | 10.1% | 291,791 | Common | SOLE |
| 902673102 | UFPT | UFP TECHNOLOGIES INC | $11.0M | 8.58% | 44,841 | Common | SOLE |
| 62878D100 | NABL | N-ABLE INC | $10.1M | 7.91% | 1,083,033 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $8.9M | 6.95% | 51,031 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $8.3M | 6.52% | 130,083 | Common | SOLE |
| 47103N106 | JBI | JANUS INTERNATIONAL GROUP IN | $5.8M | 4.55% | 790,594 | Common | SOLE |
| 57667L107 | MTCH | MATCH GROUP INC NEW | $4.4M | 3.46% | 135,273 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $1.7M | 1.36% | 25,087 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.