APPLIED FUNDAMENTAL RESEARCH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NABL | 1.24M | $5.81M |
 | FIGS | 516K | $7.61M |
 | IAC | 305K | $12.21M |
 | NOMD | 185K | $1.78M |
 | UHAL-B | 119K | $5.32M |
 | ALGN | 61K | $10.51M |
 | UFPT | 53K | $10.22M |
 | GLPI | 46K | $2.04M |
 | HEI-A | 40K | $8.43M |
 | DY | 35K | $11.85M |
N-able, Inc.
NABL
Shares Held
1.24M
Value
$5.81M
FIGS, Inc.
FIGS
Shares Held
516K
Value
$7.61M
IAC InterActive Corp.
IAC
Shares Held
305K
Value
$12.21M
Nomad Foods Limited
NOMD
Shares Held
185K
Value
$1.78M
U-Haul Holding Company
UHAL-B
Shares Held
119K
Value
$5.32M
Align Technology, Inc.
ALGN
Shares Held
61K
Value
$10.51M
UFP Technologies, Inc.
UFPT
Shares Held
53K
Value
$10.22M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
46K
Value
$2.04M
HEICO Corporation
HEI-A
Shares Held
40K
Value
$8.43M
Dycom Industries, Inc.
DY
Shares Held
35K
Value
$11.85M