APPLIED FUNDAMENTAL RESEARCH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NABL | 1.25M | $9.37M |
 | FIGS | 876K | $9.95M |
 | NOMD | 524K | $6.56M |
 | IAC | 448K | $17.53M |
 | UHAL-B | 212K | $9.91M |
 | GLPI | 170K | $7.61M |
 | ALGN | 58K | $9.12M |
 | UFPT | 53K | $11.72M |
 | DY | 35K | $11.82M |
 | HEI-A | 28K | $7.10M |
N-able, Inc.
NABL
Shares Held
1.25M
Value
$9.37M
FIGS, Inc.
FIGS
Shares Held
876K
Value
$9.95M
Nomad Foods Limited
NOMD
Shares Held
524K
Value
$6.56M
IAC InterActive Corp.
IAC
Shares Held
448K
Value
$17.53M
U-Haul Holding Company
UHAL-B
Shares Held
212K
Value
$9.91M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
170K
Value
$7.61M
Align Technology, Inc.
ALGN
Shares Held
58K
Value
$9.12M
UFP Technologies, Inc.
UFPT
Shares Held
53K
Value
$11.72M
Dycom Industries, Inc.
DY
Shares Held
35K
Value
$11.82M
HEICO Corporation
HEI-A
Shares Held
28K
Value
$7.10M