APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCK | 2K | $225.83K |
 | MCO | 2K | $1.10M |
 | ADSK | 2K | $719.84K |
 | MLI | 2K | $223.66K |
 | EFX | 2K | $567.44K |
 | BLDR | 2K | $264.08K |
 | ALLE | 2K | $380.59K |
 | MSI | 2K | $954.82K |
 | VRSN | 2K | $563.61K |
 | THC | 2K | $407.70K |
 | FSLR | 2K | $439.96K |
 | TOL | 2K | $273.10K |
 | GL | 2K | $254.06K |
 | COKE | 2K | $205.62K |
 | AFG | 2K | $254.28K |
 | OC | 2K | $237.65K |
 | SNX | 2K | $271.17K |
 | IT | 2K | $432.16K |
 | DVA | 2K | $214.72K |
 | DKS | 2K | $352.00K |
Crown Holdings, Inc.
CCK
Shares Held
2K
Value
$225.83K
Moody's Corporation
MCO
Shares Held
2K
Value
$1.10M
Autodesk, Inc.
ADSK
Shares Held
2K
Value
$719.84K
Mueller Industries, Inc.
MLI
Shares Held
2K
Value
$223.66K
Equifax Inc.
EFX
Shares Held
2K
Value
$567.44K
Builders FirstSource, Inc.
BLDR
Shares Held
2K
Value
$264.08K
Allegion plc
ALLE
Shares Held
2K
Value
$380.59K
Motorola Solutions, Inc.
MSI
Shares Held
2K
Value
$954.82K
VeriSign, Inc.
VRSN
Shares Held
2K
Value
$563.61K
Tenet Healthcare Corporation
THC
Shares Held
2K
Value
$407.70K
First Solar, Inc.
FSLR
Shares Held
2K
Value
$439.96K
Toll Brothers, Inc.
TOL
Shares Held
2K
Value
$273.10K
Globe Life Inc.
GL
Shares Held
2K
Value
$254.06K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
2K
Value
$205.62K
American Financial Group, Inc.
AFG
Shares Held
2K
Value
$254.28K
Owens Corning
OC
Shares Held
2K
Value
$237.65K
TD SYNNEX Corporation
SNX
Shares Held
2K
Value
$271.17K
Gartner, Inc.
IT
Shares Held
2K
Value
$432.16K
DaVita Inc.
DVA
Shares Held
2K
Value
$214.72K
DICK'S Sporting Goods, Inc.
DKS
Shares Held
2K
Value
$352.00K