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CIK: 0001849776
Total reported value
$84.5M
$84.5M
11 檔
98.5%
As reported in its official Q1 2024 Form 13F filing, Applied Fundamental Research, LLC's tracked investment portfolio stood at $84.5M with 11 total positions.
During Q1 2024, Applied Fundamental Research, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 15.43% | -6.03% | -1.09% | |
| 2 | UFPT | Ufp Technologies Inc | Stock-Other | 12.41% | +2.35% | -0.37% | |
| 3 | NOMD | Nomad Foods Limited | Stock-Other | 12.22% | -2.35% | EXIT | |
| 4 | HSI | Heidrick & Struggles Intl | Stock-Other | 10.98% | — | -3.85% | |
| 5 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 10.64% | -2.70% | EXIT | |
| 6 | FIGS | Figs Inc-class A | Stock-Other | 9.20% | -1.61% | +25.80% | |
| 7 | DY | Dycom Industries Inc | Stock-Industrials | 9.06% | +7.04% | -28.19% | |
| 8 | PETQEUR | Petiq Inc | Stock-Other | 8.58% | — | -3.16% | |
| 9 | MTCH | Match Group Inc | Stock-Comm Services | 7.68% | — | +1.00% | |
| 10 | UHAL | U-haul Holding Co | Stock-Other | 2.71% | — | -2.26% | |
| 11 | TTEC | Ttec Holdings Inc | Stock-Other | 1.08% | — | -70.33% |
According to official SEC Form 13F filings, Applied Fundamental Research, LLC reported a total U.S. public equity portfolio value of $84.5M across 11 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, UFPT, NOMD) accounted for 98.5% of total reported equity market value during Q1 2024.
During Q1 2024, Applied Fundamental Research, LLC's top holdings by market value included PPLI (15.4%)、UFPT (12.4%)、NOMD (12.2%). The largest single position, PPLI, represented 15.4% of total portfolio value.
In Q1 2024, Applied Fundamental Research, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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