Applied Fundamental Research, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$119.3B
Holdings
12
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 0J7QIAC INC | 416,194 | $19.1B | 16.03% | |
| 2 | NOMDNOMAD FOODS LTD | 927,791 | $18.2B | 15.28% | |
| 3 | GLPIGAMING & LEISURE PPTYS INC | 326,713 | $16.6B | 13.94% | |
| 4 | HSIHEIDRICK & STRUGGLES INTL IN | 287,007 | $12.3B | 10.30% | |
| 5 | DYDYCOM INDS INC | 75,526 | $11.5B | 9.64% | |
| 6 | UHAL/BU HAUL HOLDING COMPANY | 194,199 | $11.5B | 9.63% | |
| 7 | UFPTUFP TECHNOLOGIES INC | 44,841 | $9.0B | 7.58% | |
| 8 | FIGSFIGS INC | 1,814,249 | $8.3B | 6.98% | |
| 9 | NABLN-ABLE INC | 1,083,033 | $7.7B | 6.44% | |
| 10 | JBIJANUS INTERNATIONAL GROUP IN | 346,674 | $2.5B | 2.09% | |
| 11 | UHALU HAUL HOLDING COMPANY | 25,087 | $1.6B | 1.37% | |
| 12 | ANGIANGI INC | 55,128 | $849.5M | 0.71% |