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CIK: 0001849776
Total reported value
$84.5M
$84.5M
12 檔
92.0%
The Q1 2025 SEC filing reveals that Applied Fundamental Research, LLC held a total portfolio value of $84.5M, covering 12 public equity positions.
In Q1 2025, Applied Fundamental Research, LLC displayed an active expansion posture, initiating 12 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 16.03% | -6.03% | — | |
| 2 | NOMD | Nomad Foods Limited | Stock-Other | 15.28% | -2.35% | EXIT | |
| 3 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 13.94% | -2.70% | EXIT | |
| 4 | HSI | Heidrick & Struggles Intl | Stock-Other | 10.30% | — | -1.64% | |
| 5 | DY | Dycom Industries Inc | Stock-Industrials | 9.64% | +7.04% | +48.00% | |
| 6 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 9.63% | +1.11% | +49.29% | |
| 7 | UFPT | Ufp Technologies Inc | Stock-Other | 7.58% | +2.35% | — | |
| 8 | FIGS | Figs Inc-class A | Stock-Other | 6.98% | -1.61% | -27.05% | |
| 9 | NABL | N-able Inc | Stock-Other | 6.44% | -5.15% | — | |
| 10 | JBI | Janus International Group In | Stock-Other | 2.09% | — | -56.15% | |
| 11 | UHAL | U-haul Holding Co | Stock-Other | 1.37% | — | — | |
| 12 | ANGI | Angi Inc | Stock-Other | 0.71% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PPLI | People Inc | — | NEW | New buy |
| 2 | NOMD | Nomad Foods Limited | — | NEW | New buy |
| 3 | GLPI | Gaming And Leisure Propertie | — | NEW | New buy |
| 4 | HSI | Heidrick & Struggles Intl | — | NEW | New buy |
| 5 | DY | Dycom Industries Inc | — | NEW | New buy |
| 6 | UHAL-B | U-haul Holding Co-non Voting | — | NEW | New buy |
| 7 | UFPT | Ufp Technologies Inc | — | NEW | New buy |
| 8 | FIGS | Figs Inc-class A | — | NEW | New buy |
| 9 | NABL | N-able Inc | — | NEW | New buy |
| 10 | JBI | Janus International Group In | — | NEW | New buy |
| 11 | UHAL | U-haul Holding Co | — | NEW | New buy |
| 12 | ANGI | Angi Inc | — | NEW | New buy |
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 Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, NOMD, GLPI) accounted for 92.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
PPLI
市值: $19.1M
During Q1 2025, Applied Fundamental Research, LLC's top holdings by market value included PPLI (16.0%)、NOMD (15.3%)、GLPI (13.9%). The largest single position, PPLI, represented 16.0% of total portfolio value.
In Q1 2025, Applied Fundamental Research, LLC made 12 total portfolio adjustments, initiating 12 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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