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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
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11 |
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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 |
- |
$55.07 |
$20,832,000 |
390,554 |
15.43% |
150,000 |
-4,299 |
0.464 |
Internet Software & S... |
|
|
UFPT |
UFP Technologies Inc |
2 |
- |
$251.94 |
$16,764,000 |
66,472 |
12.41% |
5,285,000 |
-250 |
0.887 |
Packaging & Containers |
|
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NOMD |
Nomad Foods Ltd |
3 |
- |
$17.85 |
$16,495,000 |
843,305 |
12.22% |
3,006,000 |
47,476 |
0.429 |
N/A |
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HSII |
Heidrick & Struggles Intern... |
4 |
- |
$31.80 |
$14,833,000 |
440,670 |
10.98% |
1,298,000 |
-17,661 |
2.259 |
Management Services |
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GLPI |
Gaming & Leisure Properties... |
5 |
- |
$44.02 |
$14,369,000 |
311,885 |
10.64% |
-11,000 |
20,496 |
0.121 |
REIT - Diversified |
|
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FIGS |
Figs, Inc. |
6 |
- |
$5.15 |
$12,427,000 |
2,495,381 |
9.2% |
-1,359,000 |
511,794 |
1.691 |
N/A |
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DY |
Dycom Industries Inc |
7 |
- |
$148.21 |
$12,238,000 |
85,265 |
9.06% |
-1,428,000 |
-33,474 |
0.268 |
Heavy Construction |
|
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PETQ |
Petiq, Inc. |
8 |
- |
$17.65 |
$11,581,000 |
633,530 |
8.58% |
-1,340,000 |
-20,696 |
2.033 |
N/A |
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MTCH |
Match Group, Inc. |
9 |
- |
$107.05 |
$10,369,000 |
285,804 |
7.68% |
40,000 |
2,819 |
0.103 |
N/A |
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UHAL |
AMERCO |
10 |
- |
$67.82 |
$3,666,000 |
54,279 |
2.71% |
-321,000 |
-1,257 |
0.277 |
Rental & Leasing Serv... |
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TTEC |
Teletech Holdings Inc |
11 |
- |
$8.26 |
$1,464,000 |
141,168 |
1.08% |
-8,846,000 |
-334,611 |
0.302 |
Business Services |
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