Applied Fundamental Research, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$100.7B
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 0J7QIAC INC | 448,254 | $17.5B | 17.41% | |
| 2 | DYDYCOM INDS INC | 34,972 | $11.8B | 11.74% | |
| 3 | UFPTUFP TECHNOLOGIES INC | 52,788 | $11.7B | 11.64% | |
| 4 | FIGSFIGS INC | 875,819 | $9.9B | 9.88% | |
| 5 | UHAL/BU HAUL HOLDING COMPANY | 212,026 | $9.9B | 9.84% | |
| 6 | NABLN-ABLE INC | 1,252,829 | $9.4B | 9.31% | |
| 7 | AFWALIGN TECHNOLOGY INC | 58,419 | $9.1B | 9.06% | |
| 8 | GLPIGAMING & LEISURE PPTYS INC | 170,207 | $7.6B | 7.55% | |
| 9 | HEIHEICO CORP | 28,134 | $7.1B | 7.05% | |
| 10 | NOMDNOMAD FOODS LTD | 524,300 | $6.6B | 6.51% |