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| Name: |
Applied Fundamental Research LLC |
| City: |
CAMBRIDGE |
| State: |
MA |
| Zip: |
02138 |
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data |
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| Holdings
Found :
12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IAC |
IAC/InterActiveCorp |
1 |
- |
$38.81 |
$19,120,000 |
416,194 |
16.03% |
1,165,000 |
0 |
0.495 |
Internet Software & S... |
|
|
NOMD |
Nomad Foods Ltd |
2 |
- |
$17.30 |
$18,231,000 |
927,791 |
15.28% |
2,663,000 |
0 |
0.472 |
N/A |
|
|
GLPI |
Gaming & Leisure Properties... |
3 |
- |
$48.21 |
$16,630,000 |
326,713 |
13.94% |
896,000 |
0 |
0.127 |
REIT - Diversified |
|
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HSII |
Heidrick & Struggles Intern... |
4 |
- |
$48.52 |
$12,293,000 |
287,007 |
10.3% |
-636,000 |
-4,784 |
1.471 |
Management Services |
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DY |
Dycom Industries Inc |
5 |
- |
$250.27 |
$11,506,000 |
75,526 |
9.64% |
2,624,000 |
24,495 |
0.237 |
Heavy Construction |
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UHAL.B |
U Haul Holding Company |
6 |
- |
$56.76 |
$11,493,000 |
194,199 |
9.63% |
3,161,000 |
64,116 |
0.216 |
N/A |
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UFPT |
UFP Technologies Inc |
7 |
- |
$249.61 |
$9,045,000 |
44,841 |
7.58% |
-1,919,000 |
0 |
0.599 |
Packaging & Containers |
|
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FIGS |
Figs, Inc. |
8 |
- |
$5.85 |
$8,327,000 |
1,814,249 |
6.98% |
-7,067,000 |
-672,699 |
1.229 |
N/A |
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NABL |
N-Able, Inc. |
9 |
- |
$8.25 |
$7,679,000 |
1,083,033 |
6.44% |
-2,437,000 |
0 |
0.569 |
N/A |
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JBI |
Janus International Group |
10 |
- |
$8.99 |
$2,496,000 |
346,674 |
2.09% |
-3,315,000 |
-443,920 |
0.21 |
N/A |
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UHAL |
AMERCO |
11 |
- |
$62.05 |
$1,640,000 |
25,087 |
1.37% |
-93,000 |
0 |
0.128 |
Rental & Leasing Serv... |
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MTCH |
Match Group, Inc. |
13 |
Closed |
$107.05 |
$0 |
0 |
0% |
-4,425,000 |
-135,273 |
0 |
N/A |
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