Applied Fundamental Research, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIGN TECHNOLOGY INC | 58,419 | 61,312 | +2,893 | 9,122,127 | 10,510,716 | 13.87% | +1,388,589 |
| HEICO CORP | 28,134 | 39,921 | +11,787 | 7,101,866 | 8,426,924 | 11.12% | +1,325,058 |
| DYCOM INDS INC(DY) | 34,972 | 34,972 | 0 | 11,817,039 | 11,849,213 | 15.64% | +32,174 |
| UFP TECHNOLOGIES INC(UFPT) | 52,788 | 52,788 | 0 | 11,720,520 | 10,219,757 | 13.49% | -1,500,763 |
| FIGS INC(FIGS) | 875,819 | 515,569 | -360,250 | 9,949,304 | 7,614,908 | 10.05% | -2,334,396 |
| N-ABLE INC | 1,252,829 | 1,243,671 | -9,158 | 9,371,161 | 5,807,944 | 7.66% | -3,563,217 |
| U HAUL HOLDING COMPANY | 212,026 | 119,045 | -92,981 | 9,910,095 | 5,317,740 | 7.02% | -4,592,355 |
| NOMAD FOODS LTD(NOMD) | 524,300 | 185,121 | -339,179 | 6,558,993 | 1,779,013 | 2.35% | -4,779,980 |
| IAC INC(IAC) | 448,254 | 305,099 | -143,155 | 17,526,731 | 12,213,113 | 16.12% | -5,313,618 |
| GAMING & LEISURE P(GLPI) | 170,207 | 46,034 | -124,173 | 7,606,551 | 2,042,529 | 2.70% | -5,564,022 |