Applied Fundamental Research, LLC Portfolio Holdings
Applied Fundamental Research, LLC
- $104 Million
- Q2 2025
Applied Fundamental Research, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Million distributed in 11 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Iac/Inter Active Corp with a value of $17.5M, Dycom Industries Inc with a value of $16.6M, Nomad Foods LTD with a value of $15M, Gaming & Leisure Properties, Inc. with a value of $11M, and Ufp Technologies Inc with a value of $9.63M.
Examining the 13F form we can see an decrease of $3.43M in the current position value, from $107M to 104M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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