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CIK: 0001849776
Total reported value
$84.5M
$84.5M
10 檔
71.9%
During the Q3 2025 filing period, Applied Fundamental Research, LLC (CIK: 0001849776) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $84.5M across 10 reported positions.
In Q3 2025, Applied Fundamental Research, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DY | Dycom Industries Inc | Stock-Industrials | 15.31% | +7.04% | -20.26% | |
| 2 | PPLI | People Inc | Stock-Comm Services | 14.84% | -6.03% | -4.13% | |
| 3 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 9.77% | -2.70% | EXIT | |
| 4 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 9.64% | +1.11% | +14.08% | |
| 5 | UFPT | Ufp Technologies Inc | Stock-Other | 9.46% | +2.35% | +23.62% | |
| 6 | NOMD | Nomad Foods Limited | Stock-Other | 9.43% | -2.35% | EXIT | |
| 7 | HSI | Heidrick & Struggles Intl | Stock-Other | 8.44% | — | -1.34% | |
| 8 | FIGS | Figs Inc-class A | Stock-Other | 8.29% | -1.61% | -19.96% | |
| 9 | NABL | N-able Inc | Stock-Other | 8.03% | -5.15% | +1.03% | |
| 10 | ALGN | Align Technology Inc | Stock-Healthcare | 6.80% | -2.32% | +78.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DY | Dycom Industries Inc | +5.7% | -20.26% | Trim |
| 2 | UFPT | Ufp Technologies Inc | +1.9% | +23.62% | Add |
| 3 | NABL | N-able Inc | +1.6% | +1.03% | Trim |
| 4 | FIGS | Figs Inc-class A | +1.3% | -19.96% | Trim |
| 5 | UHAL-B | U-haul Holding Co-non Voting | 0% | +14.08% | Add |
| 6 | PPLI | People Inc | -1.2% | -4.13% | Add |
| 7 | HSI | Heidrick & Struggles Intl | -1.9% | -1.34% | Trim |
| 8 | GLPI | Gaming And Leisure Propertie | -4.2% | -8.06% | Trim |
| 9 | NOMD | Nomad Foods Limited | -5.9% | -16.24% | Trim |
| 10 | ALGN | Align Technology Inc | — | NEW | New buy |
| 11 | JBI | Janus International Group In | — | EXIT | Sold out |
| 12 | UHAL | U-haul Holding Co | — | EXIT | Sold out |
| 13 | ANGI | Angi Inc | — | 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 10 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DY, PPLI, GLPI) accounted for 71.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ALGN
市值: $7.0M
Top Position Liquidated / Trimmed
JBI
前期市值: $2.5M
During Q3 2025, Applied Fundamental Research, LLC's top holdings by market value included DY (15.3%)、PPLI (14.8%)、GLPI (9.8%). The largest single position, DY, represented 15.3% of total portfolio value.
In Q3 2025, Applied Fundamental Research, LLC made 13 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 6 holdings, and fully liquidating 3 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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