Institutional
Applied Fundamental Research, LLC
CIK 0001849776
$75.8M
Reported AUM
10
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Applied Fundamental Research, LLC · Q1 2026
AI · grounded in 13F
Applied Fundamental Research, LLC reduced its position in GLPI by 72.95%. The fund also trimmed holdings in NOMD by 64.69% and UHAL/B by 43.85%. On the buy side, the manager increased its stake in HEI/A by 41.90% and accumulated more shares of ALGN.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IAC | IAC INC | $41.70 | -4.25% | 17.40% | -69.23% | $12.2M | 16.12% | −143,155 | −31.9% |
| 2 | DY | DYCOM INDS INC | $466.28 | -4.56% | 91.87% | 571.87% | $11.8M | 15.64% | — | HELD |
| 3 | ALGN | ALIGN TECHNOLOGY INC | $167.74 | -0.33% | -7.13% | -75.89% | $10.5M | 13.87% | +2,893 | +5.0% |
| 4 | UFPT | UFP TECHNOLOGIES INC | $223.87 | -0.29% | -5.72% | 274.49% | $10.2M | 13.49% | — | HELD |
| 5 | HEI/A | HEICO CORP | — | — | — | — | $8.4M | 11.12% | +11,787 | +41.9% |
| 6 | FIGS | FIGS INC | $11.87 | 1.45% | 133.20% | -67.39% | $7.6M | 10.05% | −360,250 | −41.1% |
| 7 | NABL | N-ABLE INC | $3.78 | -1.56% | -53.56% | -72.06% | $5.8M | 7.66% | −9,158 | −0.7% |
| 8 | UHAL/B | U HAUL HOLDING COMPANY | — | — | — | — | $5.3M | 7.02% | −92,981 | −43.9% |
| 9 | GLPI | GAMING & LEISURE P | $47.17 | 2.10% | 8.66% | 34.58% | $2.0M | 2.70% | −124,173 | −73.0% |
| 10 | NOMD | NOMAD FOODS LTD | $9.91 | 1.75% | -38.49% | -57.72% | $1.8M | 2.35% | −339,179 | −64.7% |
Source: SEC EDGAR · accession 0001849776-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.