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CIK: 0001849776
Total reported value
$84.5M
$84.5M
10 檔
63.0%
In Q1 2026, Applied Fundamental Research, LLC's U.S. equity holdings reached a combined market value of $84.5M, distributed across 10 disclosed stock positions.
In Q1 2026, Applied Fundamental Research, LLC adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PPLI | People Inc | Stock-Comm Services | 16.12% | -6.03% | -31.94% | |
| 2 | DY | Dycom Industries Inc | Stock-Industrials | 15.64% | +7.04% | — | |
| 3 | ALGN | Align Technology Inc | Stock-Healthcare | 13.87% | -2.32% | +4.95% | |
| 4 | UFPT | Ufp Technologies Inc | Stock-Other | 13.49% | +2.35% | — | |
| 5 | HEI-A | Heico Corp-class A | Stock-Other | 11.12% | +4.12% | +41.90% | |
| 6 | FIGS | Figs Inc-class A | Stock-Other | 10.05% | -1.61% | -41.13% | |
| 7 | NABL | N-able Inc | Stock-Other | 7.66% | -5.15% | -0.73% | |
| 8 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 7.02% | +1.11% | -43.85% | |
| 9 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 2.70% | -2.70% | EXIT | |
| 10 | NOMD | Nomad Foods Limited | Stock-Other | 2.35% | -2.35% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALGN | Align Technology Inc | +4.8% | +4.95% | Add |
| 2 | HEI-A | Heico Corp-class A | +4.1% | +41.90% | Add |
| 3 | DY | Dycom Industries Inc | +3.9% | — | Unchanged |
| 4 | UFPT | Ufp Technologies Inc | +1.9% | — | Unchanged |
| 5 | FIGS | Figs Inc-class A | +0.2% | -41.13% | Trim |
| 6 | PPLI | People Inc | -1.3% | -31.94% | Trim |
| 7 | NABL | N-able Inc | -1.7% | -0.73% | Trim |
| 8 | UHAL-B | U-haul Holding Co-non Voting | -2.8% | -43.85% | Trim |
| 9 | NOMD | Nomad Foods Limited | -4.2% | -64.69% | Trim |
| 10 | GLPI | Gaming And Leisure Propertie | -4.9% | -72.95% | 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 10 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including PPLI, DY, ALGN) accounted for 63.0% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
PPLI
前期市值: $17.5M
During Q1 2026, Applied Fundamental Research, LLC's top holdings by market value included PPLI (16.1%)、DY (15.6%)、ALGN (13.9%). The largest single position, PPLI, represented 16.1% of total portfolio value.
In Q1 2026, Applied Fundamental Research, LLC made 8 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 6 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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