APPLIED FUNDAMENTAL RESEARCH, LLC

PrivateCIK: 1849776
Location

CAMBRIDGE, MA

📋 What this filing means

APPLIED FUNDAMENTAL RESEARCH, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $100.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

10
Positions
$100.68M
Total AUM (reported)
3.66M
Total Shares

Allocation by class

TOTAL AUM$100.68M10 positions
COM$40.27M40.0%
COM NEW$17.53M17.4%
CL A$9.95M9.9%
COM SER N$9.91M9.8%
COMMON STOCK$9.37M9.3%
NEW CL A$7.10M7.1%
USD ORD SHS$6.56M6.5%

Portfolio Concentration

Top 340.8%4–1059.2%TOP 10100.0%0%100%
Top 3$41.06M40.8%
4–10$59.62M59.2%

Top 3 weight

40.8%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 3.66M

Sole

Full voting authority

3.66M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

IAC INC

SOLE
COM NEW
Shares448.25K
TypeSH
Market value$17.53M
17.41%
Sole
448.25K
Shared
0.00
None
0.00

DYCOM INDS INC

SOLE
COM
Shares34.97K
TypeSH
Market value$11.82M
11.74%
Sole
34.97K
Shared
0.00
None
0.00

UFP TECHNOLOGIES INC

SOLE
COM
Shares52.79K
TypeSH
Market value$11.72M
11.64%
Sole
52.79K
Shared
0.00
None
0.00

FIGS INC

SOLE
CL A
Shares875.82K
TypeSH
Market value$9.95M
9.88%
Sole
875.82K
Shared
0.00
None
0.00

U HAUL HOLDING COMPANY

SOLE
COM SER N
Shares212.03K
TypeSH
Market value$9.91M
9.84%
Sole
212.03K
Shared
0.00
None
0.00

N-ABLE INC

SOLE
COMMON STOCK
Shares1.25M
TypeSH
Market value$9.37M
9.31%
Sole
1.25M
Shared
0.00
None
0.00

ALIGN TECHNOLOGY INC

SOLE
COM
Shares58.42K
TypeSH
Market value$9.12M
9.06%
Sole
58.42K
Shared
0.00
None
0.00

GAMING & LEISURE PPTYS INC

SOLE
COM
Shares170.21K
TypeSH
Market value$7.61M
7.55%
Sole
170.21K
Shared
0.00
None
0.00

HEICO CORP

SOLE
NEW CL A
Shares28.13K
TypeSH
Market value$7.10M
7.05%
Sole
28.13K
Shared
0.00
None
0.00

NOMAD FOODS LTD

SOLE
USD ORD SHS
Shares524.30K
TypeSH
Market value$6.56M
6.51%
Sole
524.30K
Shared
0.00
None
0.00
APPLIED FUNDAMENTAL RESEARCH, LLC 13F Holdings — 10 Positions | Finecho