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CIK: 0001849776
Total reported value
$84.5M
$84.5M
12 檔
91.8%
In Q4 2024, Applied Fundamental Research, LLC's U.S. equity holdings reached a combined market value of $84.5M, distributed across 12 disclosed stock positions.
In Q4 2024, Applied Fundamental Research, LLC adopted a defensive or profit-taking posture, trimming 7 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 | 14.04% | -6.03% | +12.07% | |
| 2 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 12.31% | -2.70% | EXIT | |
| 3 | NOMD | Nomad Foods Limited | Stock-Other | 12.18% | -2.35% | EXIT | |
| 4 | FIGS | Figs Inc-class A | Stock-Other | 12.04% | -1.61% | -6.09% | |
| 5 | HSI | Heidrick & Struggles Intl | Stock-Other | 10.11% | — | -33.14% | |
| 6 | UFPT | Ufp Technologies Inc | Stock-Other | 8.58% | +2.35% | -8.44% | |
| 7 | NABL | N-able Inc | Stock-Other | 7.91% | -5.15% | +32.78% | |
| 8 | DY | Dycom Industries Inc | Stock-Industrials | 6.95% | +7.04% | -0.58% | |
| 9 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 6.52% | +1.11% | — | |
| 10 | JBI | Janus International Group In | Stock-Other | 4.55% | — | +0.37% | |
| 11 | MTCH | Match Group Inc | Stock-Comm Services | 3.46% | — | -20.89% | |
| 12 | UHAL | U-haul Holding Co | Stock-Other | 1.36% | — | -59.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UHAL-B | U-haul Holding Co-non Voting | +6.5% | NEW | New buy |
| 2 | GLPI | Gaming And Leisure Propertie | +1.1% | -0.61% | Trim |
| 3 | NABL | N-able Inc | +0.9% | +32.78% | Add |
| 4 | PPLI | People Inc | +0.8% | +12.07% | Add |
| 5 | NOMD | Nomad Foods Limited | +0.8% | +2.53% | Add |
| 6 | DY | Dycom Industries Inc | +0.3% | -0.58% | Trim |
| 7 | FIGS | Figs Inc-class A | +0.1% | -6.09% | Trim |
| 8 | JBI | Janus International Group In | -0.7% | +0.37% | Add |
| 9 | MTCH | Match Group Inc | -0.8% | -20.89% | Trim |
| 10 | HSI | Heidrick & Struggles Intl | -1.1% | -33.14% | Trim |
| 11 | UFPT | Ufp Technologies Inc | -1.7% | -8.44% | Trim |
| 12 | UHAL | U-haul Holding Co | -1.8% | -59.08% | Trim |
| 13 | PETQEUR | Petiq Inc | -4.5% | EXIT | Sold out |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, GLPI, NOMD) accounted for 91.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
UHAL-B
市值: $8.3M
Top Position Liquidated / Trimmed
PETQEUR
前期市值: $6.7M
During Q4 2024, Applied Fundamental Research, LLC's top holdings by market value included PPLI (14.0%)、GLPI (12.3%)、NOMD (12.2%). The largest single position, PPLI, represented 14.0% of total portfolio value.
In Q4 2024, Applied Fundamental Research, LLC made 13 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 7 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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