Holdings
Applied Finance Explorer Fund
As of Jul 31, 2026, Applied Finance Explorer Fund reported 134 positions worth US$1.04B. Largest: Sterling Infrastructure, Inc., Comfort Systems Usa, Inc. and Enova International, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sterling Infrastructure, Inc. | 35,558 | US$21.2M | −1,993 | Jul 31, 2026 |
| Comfort Systems Usa, Inc. | 12,106 | US$20.9M | −1,000 | Jul 31, 2026 |
| Enova International, Inc. | 71,361 | US$17.6M | −4,842 | Jul 31, 2026 |
| Par Pacific Holdings, Inc. Common Stock | 198K | US$17M | no change | Jul 31, 2026 |
| International Seaways, Inc. | 142K | US$13.7M | no change | Jul 31, 2026 |
| Pbf Energy Inc. | 183K | US$13.3M | new | Jul 31, 2026 |
| Penguin Solutions, Inc. | 250K | US$13.2M | −7,684 | Jul 31, 2026 |
| Victory Capital Holdings, Inc. Class A Common Stock | 119K | US$11.8M | no change | Jul 31, 2026 |
| Sezzle Inc. | 75,346 | US$11.7M | −10,000 | Jul 31, 2026 |
| Perimeter Solutions, Sa | 379K | US$11.6M | no change | Jul 31, 2026 |