Institutions / Applied Fundamental Research, LLC
Applied Fundamental Research, LLC
CIK 1849776 · Institution · as of Dec 31, 2025
Portfolio value
$100.68M
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| People Inc | $17.53M | 17.4% |
| Dycom Industries Inc | $11.82M | 11.7% |
| Ufp Technologies Inc | $11.72M | 11.6% |
| FIGS, Inc. | $9.95M | 9.9% |
| U-Haul Holding Co | $9.91M | 9.8% |
| N-able, Inc. | $9.37M | 9.3% |
| Align Technology, Inc. | $9.12M | 9.1% |
| Gaming and Leisure Properties Inc | $7.61M | 7.6% |
| Heico Corp | $7.10M | 7.1% |
| Nomad Foods Ltd | $6.56M | 6.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.