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CIK: 0001849776
Total reported value
$84.5M
$84.5M
12 檔
105.5%
According to the latest 13F quarterly dataset, Applied Fundamental Research, LLC managed an equity portfolio of $84.5M at the end of Q3 2024, spanning 12 distinct U.S. exchange-listed positions.
In Q3 2024, Applied Fundamental Research, LLC adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 13.20% | -6.03% | -2.52% | |
| 2 | FIGS | Figs Inc-class A | Stock-Other | 11.96% | -1.61% | +6.13% | |
| 3 | NOMD | Nomad Foods Limited | Stock-Other | 11.39% | -2.35% | EXIT | |
| 4 | HSI | Heidrick & Struggles Intl | Stock-Other | 11.20% | — | -0.97% | |
| 5 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 11.17% | -2.70% | EXIT | |
| 6 | UFPT | Ufp Technologies Inc | Stock-Other | 10.24% | +2.35% | -16.75% | |
| 7 | NABL | N-able Inc | Stock-Other | 7.03% | -5.15% | +438.60% | |
| 8 | DY | Dycom Industries Inc | Stock-Industrials | 6.68% | +7.04% | -5.92% | |
| 9 | JBI | Janus International Group In | Stock-Other | 5.26% | — | -3.42% | |
| 10 | PETQEUR | Petiq Inc | Stock-Other | 4.45% | — | -64.90% | |
| 11 | MTCH | Match Group Inc | Stock-Comm Services | 4.27% | — | -16.15% | |
| 12 | UHAL | U-haul Holding Co | Stock-Other | 3.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NABL | N-able Inc | +5.3% | +438.60% | Add |
| 2 | FIGS | Figs Inc-class A | +2.2% | +6.13% | Add |
| 3 | HSI | Heidrick & Struggles Intl | +1% | -0.97% | Trim |
| 4 | NOMD | Nomad Foods Limited | +0.4% | -0.19% | Trim |
| 5 | UHAL | U-haul Holding Co | +0.4% | — | Unchanged |
| 6 | GLPI | Gaming And Leisure Propertie | +0.3% | +0.65% | Add |
| 7 | PPLI | People Inc | +0.1% | -2.52% | Trim |
| 8 | TTEC | Ttec Holdings Inc | -0.1% | EXIT | Sold out |
| 9 | DY | Dycom Industries Inc | -0.1% | -5.92% | Trim |
| 10 | MTCH | Match Group Inc | -0.3% | -16.15% | Trim |
| 11 | UFPT | Ufp Technologies Inc | -1.2% | -16.75% | Trim |
| 12 | JBI | Janus International Group In | -2.3% | -3.42% | Trim |
| 13 | PETQEUR | Petiq Inc | -5.7% | -64.90% | Trim |
According to official SEC Form 13F filings, Applied Fundamental Research, LLC reported a total U.S. public equity portfolio value of $84.5M across 12 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, FIGS, NOMD) accounted for 105.5% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
TTEC
前期市值: $109.7K
During Q3 2024, Applied Fundamental Research, LLC's top holdings by market value included PPLI (13.2%)、FIGS (12.0%)、NOMD (11.4%). The largest single position, PPLI, represented 13.2% of total portfolio value.
In Q3 2024, Applied Fundamental Research, LLC made 12 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 8 holdings, and fully liquidating 1 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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