Applied Fundamental Research, LLC
Holdings in DY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,817,038 | 34,972 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $15,760,291 | 54,018 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $16,556,444 | 67,746 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $11,505,630 | 75,526 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $8,882,455 | 51,031 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $10,116,551 | 51,327 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $9,206,701 | 54,555 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $12,238,085 | 85,265 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $13,665,671 | 118,739 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $11,499,957 | 129,213 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $14,745,860 | 129,748 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $12,009,020 | 128,233 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $11,075,032 | 118,323 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $11,303,396 | 118,323 | Shares | Sole | 2022-11-15 |
| 2022-06-30 | $16,766,273 | 180,205 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $20,868,703 | 219,071 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $27,526,435 | 293,584 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $23,589,060 | 331,121 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $18,542,989 | 248,799 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $19,155,604 | 206,307 | Shares | Sole | 2021-05-13 |
| 2020-12-31 | $15,248,092 | 201,908 | Shares | Sole | 2021-03-09 |