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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 |
- |
$48.62 |
$20,682,000 |
394,853 |
14.93% |
710,000 |
-1,505 |
0.47 |
Internet Software & S... |
|
|
GLPI |
Gaming & Leisure Properties... |
2 |
- |
$42.46 |
$14,380,000 |
291,389 |
10.38% |
954,000 |
-3,359 |
0.113 |
REIT - Diversified |
|
|
FIGS |
Figs, Inc. |
3 |
- |
$4.92 |
$13,786,000 |
1,983,587 |
9.95% |
1,049,000 |
-175,213 |
1.344 |
N/A |
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DY |
Dycom Industries Inc |
4 |
- |
$142.76 |
$13,666,000 |
118,739 |
9.86% |
2,166,000 |
-10,474 |
0.373 |
Heavy Construction |
|
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HSII |
Heidrick & Struggles Intern... |
5 |
- |
$30.26 |
$13,535,000 |
458,331 |
9.77% |
1,631,000 |
-17,432 |
2.349 |
Management Services |
|
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NOMD |
Nomad Foods Ltd |
6 |
- |
$18.69 |
$13,489,000 |
795,829 |
9.73% |
1,427,000 |
3,294 |
0.405 |
N/A |
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PETQ |
Petiq, Inc. |
7 |
- |
$16.53 |
$12,921,000 |
654,226 |
9.32% |
-2,582,000 |
-132,742 |
2.099 |
N/A |
|
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UFPT |
UFP Technologies Inc |
8 |
- |
$213.25 |
$11,479,000 |
66,722 |
8.28% |
1,008,000 |
1,865 |
0.891 |
Packaging & Containers |
|
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MTCH |
Match Group, Inc. |
9 |
- |
$107.05 |
$10,329,000 |
282,985 |
7.45% |
-843,000 |
-2,197 |
0.102 |
N/A |
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TTEC |
Teletech Holdings Inc |
10 |
- |
$7.72 |
$10,310,000 |
475,779 |
7.44% |
-3,016,000 |
-32,454 |
1.018 |
Business Services |
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UHAL |
AMERCO |
11 |
- |
$64.92 |
$3,987,000 |
55,536 |
2.88% |
902,000 |
-1,000 |
0.283 |
Rental & Leasing Serv... |
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WOOF |
Petco Health & Wellness Com... |
12 |
Closed |
$1.51 |
$0 |
0 |
0% |
-2,396,000 |
-585,938 |
0 |
N/A |
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