Applied Fundamental Research, LLC
Applied Fundamental Research, LLC reported 10 holdings worth US$84.5M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Applied Fundamental Research, LLC reported 10 holdings worth US$84.5M as of Jun 30, 2026. Largest: Dycom Industries, Inc., Ufp Technologies, Inc. and Heico Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$84.5M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Dycom Industries, Inc. | 37,923 | US$19.2M | 22.7% |
| Ufp Technologies, Inc. | 50,498 | US$13.4M | 15.8% |
| Heico Corporation | 49,958 | US$12.9M | 15.2% |
| Align Technology, Inc. | 57,903 | US$9.77M | 11.6% |
| Iac Inc. | 185K | US$8.53M | 10.1% |
| Figs, Inc. | 697K | US$7.13M | 8.4% |
| U-haul Holding Company | 119K | US$6.87M | 8.1% |
| Bright Horizons Family Solutions Inc. | 60,370 | US$4.28M | 5.1% |
| N-able, Inc. | 577K | US$2.12M | 2.5% |
| Gaming And Leisure Properties, Inc. | 0 | US$0 | 0.00% |
| Nomad Foods Limited | 0 | US$0 | 0.00% |