Holdings
Applied Fundamental Research, LLC
As of Jun 30, 2026, Applied Fundamental Research, LLC reported 9 positions worth US$84.1M. Largest: Dycom Industries, Inc., Ufp Technologies, Inc. and Heico Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dycom Industries, Inc. | 37,923 | US$19.2M | +2,951 | Jun 30, 2026 |
| Ufp Technologies, Inc. | 50,498 | US$13.4M | −2,290 | Jun 30, 2026 |
| Heico Corporation | 49,958 | US$12.9M | +10,037 | Jun 30, 2026 |
| Align Technology, Inc. | 57,903 | US$9.77M | −3,409 | Jun 30, 2026 |
| Iac Inc. | 185K | US$8.53M | −120K | Jun 30, 2026 |
| Figs, Inc. | 697K | US$7.13M | +182K | Jun 30, 2026 |
| U-haul Holding Company | 119K | US$6.87M | no change | Jun 30, 2026 |
| Bright Horizons Family Solutions Inc. | 60,370 | US$4.28M | new | Jun 30, 2026 |
| N-able, Inc. | 577K | US$2.12M | −666K | Jun 30, 2026 |