Applied Fundamental Research, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIGN TECHNOLOGY INC | 31,292 | 55,894 | +24,602 | 5,924,514 | 6,999,047 | 6.80% | +1,074,533 |
| U HAUL HOLDING COMPANY | 170,824 | 194,870 | +24,046 | 9,287,701 | 9,918,883 | 9.64% | +631,182 |
| HEIDRICK & STRUGGLES INTL IN | 176,988 | 174,612 | -2,376 | 8,098,962 | 8,690,429 | 8.44% | +591,467 |
| UFP TECHNOLOGIES INC(UFPT) | 39,439 | 48,753 | +9,314 | 9,629,426 | 9,731,099 | 9.46% | +101,673 |
| N-ABLE INC | 1,048,374 | 1,059,149 | +10,775 | 8,491,829 | 8,261,362 | 8.03% | -230,467 |
| FIGS INC(FIGS) | 1,592,780 | 1,274,818 | -317,962 | 8,983,279 | 8,528,532 | 8.29% | -454,747 |
| DYCOM INDS INC(DY) | 67,746 | 54,018 | -13,728 | 16,556,445 | 15,760,292 | 15.31% | -796,153 |
| GAMING & LEISURE PPTYS INC(GLPI) | 234,597 | 215,693 | -18,904 | 10,950,988 | 10,053,451 | 9.77% | -897,537 |
| IAC INC(PPLI) | 467,541 | 448,254 | -19,287 | 17,457,981 | 15,272,014 | 14.84% | -2,185,967 |
| JANUS INTERNATIONAL GROUP IN | 304,542 | 0 | -304,542 | 2,478,972 | 0 | — | -2,478,972 |
| NOMAD FOODS LTD(NOMD) | 881,092 | 738,016 | -143,076 | 14,969,753 | 9,704,910 | 9.43% | -5,264,843 |