APPLIED FUNDAMENTAL RESEARCH LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IAC | IAC | 467,541 | -39,799 | -7.84% | $98.27 | 15.47% | 0.63% | 17,457,981 | 2025-06-30 | ||||||
| DY | DYCOM INDUSTRIES | 67,746 | -7,780 | -10.30% | $90.48 | 14.67% | 0.23% | 16,556,445 | 2025-06-30 | ||||||
| NOMD | NOMAD FOODS | 881,092 | -46,699 | -5.03% | $23.86 | 13.27% | 0.00% | 14,969,753 | 2025-06-30 | ||||||
| GLPI | GAMING & LEISURE PROPERTIES | 234,597 | -92,116 | -28.19% | $45.83 | 9.71% | 0.08% | 10,950,988 | 2025-06-30 | ||||||
| UFPT | UFP TECHNOLOGIES | 39,439 | -5,402 | -12.05% | $60.98 | 8.53% | 0.51% | 9,629,426 | 2025-06-30 | ||||||
| UHAL.B | U-HAUL HOLDING | 170,824 | -23,375 | -12.04% | $0.00 | 8.23% | 0.00% | 9,287,701 | 2025-06-30 | ||||||
| FIGS | FIGS | 1,592,780 | -221,469 | -12.21% | $6.73 | 7.96% | 1.03% | 8,983,279 | 2025-06-30 | ||||||
| NABL | N-ABLE | 1,048,374 | -34,659 | -3.20% | $12.85 | 7.53% | 0.56% | 8,491,829 | 2025-06-30 | ||||||
| HSII | HEIDRICK & STRUGGLES INTERNATIONAL | 176,988 | -110,019 | -38.33% | $39.32 | 7.18% | 0.85% | 8,098,962 | 2025-06-30 | ||||||
| ALGN | ALIGN TECHNOLOGY | 31,292 | +31,292 | Open | $173.25 | 5.25% | 0.04% | 5,924,514 | 2025-06-30 | ||||||
| JBI | JANUS INTERNATIONAL GROUP | 304,542 | -42,132 | -12.15% | $13.86 | 2.20% | 0.22% | 2,478,972 | 2025-06-30 | ||||||
| UHAL | U-HAUL HOLDING | 0 | -25,087 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-06-30 | ||||||
| ANGI | ANGI | 0 | -55,128 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-06-30 | ||||||