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 NOMD
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,779,012 | 185,121 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,558,993 | 524,300 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,704,910 | 738,016 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $14,969,753 | 881,092 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $18,231,093 | 927,791 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,568,332 | 927,791 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,247,756 | 904,919 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,940,850 | 906,605 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,495,045 | 843,305 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,489,301 | 795,829 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,062,382 | 792,535 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,009,213 | 742,535 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,847,458 | 792,287 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,358,638 | 774,863 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,003,054 | 774,863 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $17,405,832 | 870,727 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,815,621 | 921,861 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,920,329 | 863,345 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,487,222 | 743,368 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $17,279,924 | 611,246 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,775,907 | 574,505 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,047,374 | 513,272 | Shares | Sole | 2021-03-09 | |
| No 13F history on record for this holder in this stock. | ||||||