Applied Fundamental Research, LLC Portfolio Holdings by Sector

Applied Fundamental Research, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services IAC 1 stocks	$19,119 17.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$18,231 17.04% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate GLPI 1 stocks	$16,629 15.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials HSII 1 stocks	$12,292 11.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials DY 1 stocks	$11,505 10.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare UFPT 1 stocks	$9,044 8.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical FIGS 1 stocks	$8,327 7.79% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$7,678 7.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JBI 1 stocks	$2,496 2.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials UHAL 1 stocks	$1,639 1.53% of portfolio	-	-	-	-	0 Calls 0 Puts

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

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