Applied Fundamental Research, LLC
Top Portfolio Positions
8 positions ·
$62,037,234 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PPLI |
People Inc
Communication Services
|
305,099 | $12,213,112 | 19.69% | |
| DY |
Dycom Industries Inc
Industrials
|
34,972 | $11,849,213 | 19.10% | |
| ALGN |
Align Technology Inc
Healthcare
|
61,312 | $10,510,716 | 16.94% | |
| UFPT |
Ufp Technologies Inc
Healthcare
|
52,788 | $10,219,756 | 16.47% | |
| FIGS |
FIGS, Inc.
Consumer Cyclical
|
515,569 | $7,614,954 | 12.27% | |
| NABL |
N-able, Inc.
Technology
|
1,243,671 | $5,807,943 | 9.36% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
46,034 | $2,042,528 | 3.29% | |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
185,121 | $1,779,012 | 2.87% |
Portfolio Trend
22 quarters · across all stocks
Holdings in NABL
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,807,943 | 1,243,671 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,371,160 | 1,252,829 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,261,362 | 1,059,149 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,491,829 | 1,048,374 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,678,703 | 1,083,033 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,115,528 | 1,083,033 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,652,180 | 815,634 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,306,370 | 151,436 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||