APPLIED FINANCE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FIX | 751 | $619.71K |
 | GWW | 731 | $696.61K |
 | DPZ | 718 | $309.97K |
 | LII | 716 | $379.02K |
 | AYI | 634 | $218.34K |
 | MEDP | 596 | $306.44K |
 | BLD | 561 | $219.27K |
 | FICO | 561 | $839.55K |
 | KNSL | 492 | $209.23K |
 | CACI | 445 | $221.96K |
 | MTD | 424 | $520.51K |
 | AZO | 351 | $1.51M |
 | BKNG | 341 | $1.84M |
 | FCNCA | 264 | $472.34K |
 | NVR | 59 | $474.05K |
Comfort Systems USA, Inc.
FIX
Shares Held
751
Value
$619.71K
W.W. Grainger, Inc.
GWW
Shares Held
731
Value
$696.61K
Domino's Pizza, Inc.
DPZ
Shares Held
718
Value
$309.97K
Lennox International Inc.
LII
Shares Held
716
Value
$379.02K
Acuity Brands, Inc.
AYI
Shares Held
634
Value
$218.34K
Medpace Holdings, Inc.
MEDP
Shares Held
596
Value
$306.44K
TopBuild Corp.
BLD
Shares Held
561
Value
$219.27K
Fair Isaac Corporation
FICO
Shares Held
561
Value
$839.55K
Kinsale Capital Group, Inc.
KNSL
Shares Held
492
Value
$209.23K
CACI International Inc
CACI
Shares Held
445
Value
$221.96K
Mettler-Toledo International Inc.
MTD
Shares Held
424
Value
$520.51K
AutoZone, Inc.
AZO
Shares Held
351
Value
$1.51M
Booking Holdings Inc.
BKNG
Shares Held
341
Value
$1.84M
First Citizens BancShares, Inc.
FCNCA
Shares Held
264
Value
$472.34K
NVR, Inc.
NVR
Shares Held
59
Value
$474.05K