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CIK: 0001849776
Total reported value
$84.5M
$84.5M
10 檔
72.1%
The Q4 2025 SEC filing reveals that Applied Fundamental Research, LLC held a total portfolio value of $84.5M, covering 10 public equity positions.
Applied Fundamental Research, LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 17.41% | -6.03% | — | |
| 2 | DY | Dycom Industries Inc | Stock-Industrials | 11.74% | +7.04% | -35.26% | |
| 3 | UFPT | Ufp Technologies Inc | Stock-Other | 11.64% | +2.35% | +8.28% | |
| 4 | FIGS | Figs Inc-class A | Stock-Other | 9.88% | -1.61% | -31.30% | |
| 5 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 9.84% | +1.11% | +8.80% | |
| 6 | NABL | N-able Inc | Stock-Other | 9.31% | -5.15% | +18.29% | |
| 7 | ALGN | Align Technology Inc | Stock-Healthcare | 9.06% | -2.32% | +4.52% | |
| 8 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 7.55% | -2.70% | EXIT | |
| 9 | HEI-A | Heico Corp-class A | Stock-Other | 7.05% | +4.12% | — | |
| 10 | NOMD | Nomad Foods Limited | Stock-Other | 6.51% | -2.35% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PPLI | People Inc | +2.6% | — | Unchanged |
| 2 | ALGN | Align Technology Inc | +2.3% | +4.52% | Add |
| 3 | UFPT | Ufp Technologies Inc | +2.2% | +8.28% | Add |
| 4 | FIGS | Figs Inc-class A | +1.6% | -31.30% | Trim |
| 5 | NABL | N-able Inc | +1.3% | +18.29% | Add |
| 6 | UHAL-B | U-haul Holding Co-non Voting | +0.2% | +8.80% | Add |
| 7 | GLPI | Gaming And Leisure Propertie | -2.2% | -21.09% | Trim |
| 8 | NOMD | Nomad Foods Limited | -2.9% | -28.96% | Trim |
| 9 | DY | Dycom Industries Inc | -3.6% | -35.26% | Trim |
| 10 | HSI | Heidrick & Struggles Intl | — | EXIT | Sold out |
| 11 | HEI-A | Heico Corp-class A | — | 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 10 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, DY, UFPT) accounted for 72.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
HEI-A
市值: $7.1M
Top Position Liquidated / Trimmed
HSI
前期市值: $8.7M
During Q4 2025, Applied Fundamental Research, LLC's top holdings by market value included PPLI (17.4%)、DY (11.7%)、UFPT (11.6%). The largest single position, PPLI, represented 17.4% of total portfolio value.
In Q4 2025, Applied Fundamental Research, LLC made 10 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 4 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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