Applied Fundamental Research, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Applied Fundamental Research, LLC held in its portfolio 10 assets valued at $100,684,387 (i.e. $100.68M).

The most valuable assets in the portfolio included: IAC INC ($17.53M), DYCOM INDS INC ($11.82M), and UFP TECHNOLOGIES INC ($11.72M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Applied Fundamental Research, LLC Portfolio

IAC INC

DYCOM INDS INC

UFP TECHNOLOGIES INC

FIGS INC

U HAUL HOLDING COMPANY

N-ABLE INC

ALIGN TECHNOLOGY INC

GAMING & LEISURE PPTYS INC

HEICO CORP

NOMAD FOODS LTD

Applied Fundamental Research, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
IAC INC	448254	17526731	COM NEW
DYCOM INDS INC	34972	11817039	COM
UFP TECHNOLOGIES INC	52788	11720520	COM
FIGS INC	875819	9949304	CL A
U HAUL HOLDING COMPANY	212026	9910095	COM SER N
N-ABLE INC	1252829	9371161	COMMON STOCK
ALIGN TECHNOLOGY INC	58419	9122127	COM
GAMING & LEISURE PPTYS INC	170207	7606551	COM
HEICO CORP	28134	7101866	NEW CL A
NOMAD FOODS LTD	524300	6558993	USD ORD SHS