Applied Fundamental Research, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Applied Fundamental Research, Llc disclosed 10 stock positions valued at approximately $84.53M as of quarter-end June 30, 2026. The largest holdings include DYCOM INDS INC, UFP TECHNOLOGIES INC, and HEICO CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $84.53M
Holdings by Sector
Applied Fundamental Research, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DYCOM INDS INC | DY | Industrials | 22.68% | 37,923 | +2,951 | +8.44% | $19,173,490 |
| UFP TECHNOLOGIES INC | UFPT | Healthcare | 15.84% | 50,498 | -2,290 | -4.34% | $13,388,535 |
| HEICO CORP | HEI-A | Industrials | 15.24% | 49,958 | +10,037 | +25.14% | $12,884,668 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 11.55% | 57,903 | -3,409 | -5.56% | $9,765,920 |
| PEOPLE INC | IAC | Communication Services | 10.09% | 184,734 | -120,365 | -39.45% | $8,527,321 |
| FIGS INC | FIGS | Consumer Cyclical | 8.44% | 697,247 | +181,678 | +35.24% | $7,132,837 |
| U HAUL HOLDING COMPANY | UHAL-B | Industrials | 8.13% | 119,045 | - | - | $6,868,897 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 5.06% | 60,370 | +60,370 | +100.00% | $4,279,026 |
| N-ABLE INC | NABL | Technology | 2.51% | 577,464 | -666,207 | -53.57% | $2,119,293 |
| ISHARES TR | IGV | Other | 0.46% | 4,294 | +4,294 | +100.00% | $389,036 |
Showing 10 of 10 holdings in the latest reporting period.