APPLIED FUNDAMENTAL RESEARCH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FIGS | 1.27M | $8.53M |
 | NABL | 1.06M | $8.26M |
 | NOMD | 738K | $9.70M |
 | IAC | 448K | $15.27M |
 | GLPI | 216K | $10.05M |
 | UHAL-B | 195K | $9.92M |
 | HSII | 175K | $8.69M |
 | ALGN | 56K | $7.00M |
 | DY | 54K | $15.76M |
 | UFPT | 49K | $9.73M |
FIGS, Inc.
FIGS
Shares Held
1.27M
Value
$8.53M
N-able, Inc.
NABL
Shares Held
1.06M
Value
$8.26M
Nomad Foods Limited
NOMD
Shares Held
738K
Value
$9.70M
IAC InterActive Corp.
IAC
Shares Held
448K
Value
$15.27M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
216K
Value
$10.05M
U-Haul Holding Company
UHAL-B
Shares Held
195K
Value
$9.92M
Heidrick & Struggles International, Inc.
HSII
Shares Held
175K
Value
$8.69M
Align Technology, Inc.
ALGN
Shares Held
56K
Value
$7.00M
Dycom Industries, Inc.
DY
Shares Held
54K
Value
$15.76M
UFP Technologies, Inc.
UFPT
Shares Held
49K
Value
$9.73M