13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001849776
Total reported value
$84.5M
$84.5M
11 檔
82.3%
At the close of Q2 2025, Applied Fundamental Research, LLC disclosed equity holdings valued at approximately $84.5M, spread across 11 reported holdings.
In Q2 2025, Applied Fundamental Research, LLC adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 15.47% | -6.03% | +12.34% | |
| 2 | DY | Dycom Industries Inc | Stock-Industrials | 14.67% | +7.04% | -10.30% | |
| 3 | NOMD | Nomad Foods Limited | Stock-Other | 13.27% | -2.35% | EXIT | |
| 4 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 9.71% | -2.70% | EXIT | |
| 5 | UFPT | Ufp Technologies Inc | Stock-Other | 8.53% | +2.35% | -12.05% | |
| 6 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 8.23% | +1.11% | -12.04% | |
| 7 | FIGS | Figs Inc-class A | Stock-Other | 7.96% | -1.61% | -12.21% | |
| 8 | NABL | N-able Inc | Stock-Other | 7.53% | -5.15% | -3.20% | |
| 9 | HSI | Heidrick & Struggles Intl | Stock-Other | 7.18% | — | -38.33% | |
| 10 | ALGN | Align Technology Inc | Stock-Healthcare | 5.25% | -2.32% | — | |
| 11 | JBI | Janus International Group In | Stock-Other | 2.20% | — | -12.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALGN | Align Technology Inc | +5.3% | NEW | New buy |
| 2 | DY | Dycom Industries Inc | +5% | -10.30% | Trim |
| 3 | NABL | N-able Inc | +1.1% | -3.20% | Trim |
| 4 | FIGS | Figs Inc-class A | +1% | -12.21% | Trim |
| 5 | UFPT | Ufp Technologies Inc | +1% | -12.05% | Trim |
| 6 | JBI | Janus International Group In | +0.1% | -12.15% | Trim |
| 7 | PPLI | People Inc | -0.6% | +12.34% | Add |
| 8 | ANGI | Angi Inc | -0.7% | EXIT | Sold out |
| 9 | UHAL | U-haul Holding Co | -1.4% | EXIT | Sold out |
| 10 | UHAL-B | U-haul Holding Co-non Voting | -1.4% | -12.04% | Trim |
| 11 | NOMD | Nomad Foods Limited | -2% | -5.03% | Trim |
| 12 | HSI | Heidrick & Struggles Intl | -3.1% | -38.33% | Trim |
| 13 | GLPI | Gaming And Leisure Propertie | -4.2% | -28.19% | 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 11 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PPLI, DY, NOMD) accounted for 82.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
ALGN
市值: $5.9M
Top Position Liquidated / Trimmed
UHAL
前期市值: $1.6M
During Q2 2025, Applied Fundamental Research, LLC's top holdings by market value included PPLI (15.5%)、DY (14.7%)、NOMD (13.3%). The largest single position, PPLI, represented 15.5% of total portfolio value.
In Q2 2025, Applied Fundamental Research, LLC made 13 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 9 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.