Applied Fundamental Research, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$112.8B
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 0J7QIAC INC | 467,541 | $17.5B | 15.47% | |
| 2 | DYDYCOM INDS INC | 67,746 | $16.6B | 14.67% | |
| 3 | NOMDNOMAD FOODS LTD | 881,092 | $15.0B | 13.27% | |
| 4 | GLPIGAMING & LEISURE PPTYS INC | 234,597 | $11.0B | 9.71% | |
| 5 | UFPTUFP TECHNOLOGIES INC | 39,439 | $9.6B | 8.53% | |
| 6 | UHAL/BU HAUL HOLDING COMPANY | 170,824 | $9.3B | 8.23% | |
| 7 | FIGSFIGS INC | 1,592,780 | $9.0B | 7.96% | |
| 8 | NABLN-ABLE INC | 1,048,374 | $8.5B | 7.53% | |
| 9 | HSIHEIDRICK & STRUGGLES INTL IN | 176,988 | $8.1B | 7.18% | |
| 10 | AFWALIGN TECHNOLOGY INC | 31,292 | $5.9B | 5.25% | |
| 11 | JBIJANUS INTERNATIONAL GROUP IN | 304,542 | $2.5B | 2.20% |