Q1 2025 · 13F-HR
Applied Fundamental Research, LLCholdings as filed
Filed 2025-04-30 · accession 0001849776-25-000003
$119.3M
Reported value
12
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 44891N208 | IAC | IAC INC | $19.1M | 16.0% | 416,194 | Common | SOLE |
| G6564A105 | NOMD | NOMAD FOODS LTD | $18.2M | 15.3% | 927,791 | Common | SOLE |
| 36467J108 | GLPI | GAMING & LEISURE PPTYS INC | $16.6M | 13.9% | 326,713 | Common | SOLE |
| 422819102 | HSI | HEIDRICK & STRUGGLES INTL IN | $12.3M | 10.3% | 287,007 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $11.5M | 9.64% | 75,526 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $11.5M | 9.63% | 194,199 | Common | SOLE |
| 902673102 | UFPT | UFP TECHNOLOGIES INC | $9.0M | 7.58% | 44,841 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $8.3M | 6.98% | 1,814,249 | Common | SOLE |
| 62878D100 | NABL | N-ABLE INC | $7.7M | 6.44% | 1,083,033 | Common | SOLE |
| 47103N106 | JBI | JANUS INTERNATIONAL GROUP IN | $2.5M | 2.09% | 346,674 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $1.6M | 1.37% | 25,087 | Common | SOLE |
| 00183L201 | ANGI | ANGI INC | $849,522 | 0.71% | 55,128 | 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.