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Size ($ in 1000's)
At 03/31/2024: $123,015
At 12/31/2023: $138,564
Applied Fundamental Research LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Applied Fundamental Research LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Applied Fundamental Research LLC top holdings by largest position size, as per the latest 13f filing made by Applied Fundamental Research LLC.
In the Applied Fundamental Research LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Applied Fundamental Research LLC in that top holding, then the share count change between reporting periods, and finally the Applied Fundamental Research LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| IAC INC |
390,554 |
-4,299 |
$20,682 | | IAC | 390,554 | -4,299 | $20,682 | | UFP TECHNOLOGIES INC |
66,472 |
-250 |
$16,764 | | UFPT | 66,472 | -250 | $16,764 | | NOMAD FOODS LTD |
843,305 |
+47,476 |
$16,495 | | NOMD | 843,305 | +47,476 | $16,495 | | GAMING & LEISURE PPTYS INC |
311,885 |
+20,496 |
$14,380 | | GLPI | 311,885 | +20,496 | $14,380 | | FIGS INC |
2,495,381 |
+511,794 |
$13,786 | | FIGS | 2,495,381 | +511,794 | $13,786 | | HEIDRICK & STRUGGLES INTL IN |
440,670 |
-17,661 |
$13,535 | | HSII | 440,670 | -17,661 | $13,535 | | PETIQ INC |
633,530 |
-20,696 |
$11,581 | | PETQ | 633,530 | -20,696 | $11,581 | | MATCH GROUP INC NEW |
285,804 |
+2,819 |
$10,329 | | MTCH | 285,804 | +2,819 | $10,329 | | U HAUL HOLDING COMPANY |
54,279 |
-1,257 |
$3,987 | | UHAL | 54,279 | -1,257 | $3,987 | | TTEC HLDGS INC |
141,168 |
-334,611 |
$1,464 | | TTEC | 141,168 | -334,611 | $1,464 |
See Full List: All Stocks Held By Applied Fundamental Research LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Applied Fundamental Research LLC
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