Applied Fundamental Research, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$127.8B
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 0J7QIAC INC | 416,194 | $18.0B | 14.04% | |
| 2 | GLPIGAMING & LEISURE PPTYS INC | 326,713 | $15.7B | 12.31% | |
| 3 | NOMDNOMAD FOODS LTD | 927,791 | $15.6B | 12.18% | |
| 4 | FIGSFIGS INC | 2,486,948 | $15.4B | 12.04% | |
| 5 | HSIHEIDRICK & STRUGGLES INTL IN | 291,791 | $12.9B | 10.11% | |
| 6 | UFPTUFP TECHNOLOGIES INC | 44,841 | $11.0B | 8.58% | |
| 7 | NABLN-ABLE INC | 1,083,033 | $10.1B | 7.91% | |
| 8 | DYDYCOM INDS INC | 51,031 | $8.9B | 6.95% | |
| 9 | UHAL/BU HAUL HOLDING COMPANY | 130,083 | $8.3B | 6.52% | |
| 10 | JBIJANUS INTERNATIONAL GROUP IN | 790,594 | $5.8B | 4.55% | |
| 11 | MTCHMATCH GROUP INC NEW | 135,273 | $4.4B | 3.46% | |
| 12 | UHALU HAUL HOLDING COMPANY | 25,087 | $1.7B | 1.36% |