Applied Fundamental Research, LLC Portfolio Holdings

Applied Fundamental Research, LLC

  • $151 Million
  • Q3 2024

Applied Fundamental Research, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Iac/Inter Active Corp with a value of $20M, Figs, Inc. with a value of $18.1M, Nomad Foods LTD with a value of $17.3M, Heidrick & Struggles International Inc with a value of $16.9M, and Gaming & Leisure Properties, Inc. with a value of $16.9M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $136M to 151M.

Applied Fundamental Research, LLC is based out at Cambridge, MA

Below you can find more details about Applied Fundamental Research, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
Industrials: $39.8 Million
Communication Services: $26.5 Million
Healthcare: $22.3 Million
Consumer Cyclical: $18.1 Million
Consumer Defensive: $17.3 Million
Real Estate: $16.9 Million
Technology: $10.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $151 Million
  • Prior Value $136 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Applied Fundamental Research, LLC Portfolio

Follow Applied Fundamental Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Applied Fundamental Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Applied Fundamental Research, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email