Notify me when Applied Fundamental Research, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 10 | $100,684,387 | +$10,642,633 | -$24,365,058 | -$13,722,425 | IAC, DY, UFPT, FIGS, UHALB | 13F-HR | 28 Jan 2026, 12:01 |
| Q3 2025 | 10 | $102,920,019 | +$6,247,723 | -$12,149,344 | -$5,901,621 | DY, IAC, GLPI, UHALB, UFPT | 13F-HR | 30 Oct 2025, 10:17 |
| Q2 2025 | 11 | $112,829,850 | +$7,841,811 | -$18,981,035 | -$11,139,224 | IAC, DY, NOMD, GLPI, UFPT | 13F-HR | 28 Jul 2025, 12:46 |
| Q1 2025 | 12 | $119,307,802 | +$8,375,475 | -$10,913,593 | -$2,538,118 | IAC, NOMD, GLPI, HSII, DY | 13F-HR | 30 Apr 2025, 11:38 |
| Q4 2024 | 12 | $127,843,669 | +$13,168,443 | -$18,975,588 | -$5,807,145 | IAC, GLPI, NOMD, FIGS, HSII | 13F-HR | 10 Feb 2025, 14:24 |
| Q3 2024 | 12 | $151,422,372 | +$9,829,490 | -$18,571,186 | -$8,741,696 | IAC, FIGS, NOMD, HSII, GLPI | 13F-HR | 13 Nov 2024, 11:00 |
| Q2 2024 | 13 | $135,963,404 | +$14,748,817 | -$11,065,976 | +$3,682,841 | IAC, UFPT, NOMD, GLPI, HSII | 13F-HR | 14 Aug 2024, 08:02 |
| Q1 2024 | 11 | $135,037,818 | +$4,523,889 | -$9,624,487 | -$5,100,598 | IAC, UFPT, NOMD, HSII, GLPI | Restatement | 02 May 2024, 14:53 |
| Q4 2023 | 11 | $138,564,247 | +$376,688 | -$9,055,958 | -$8,679,270 | IAC, GLPI, FIGS, DY, HSII | 13F-HR | 13 Feb 2024, 14:24 |
| Q3 2023 | 12 | $137,555,050 | +$13,023,450 | -$20,882,744 | -$7,859,294 | IAC, PETQ, GLPI, TTEC, FIGS | 13F-HR | 14 Nov 2023, 11:57 |
| Q2 2023 | 11 | $159,457,000 | +$9,537,358 | -$6,851,546 | +$2,685,812 | IAC, PETQ, DY, TTEC, GLPI | 13F-HR | 14 Aug 2023, 13:54 |
| Q1 2023 | 11 | $138,839,000 | +$3,328,895 | -$9,930,400 | -$6,601,505 | IAC, PETQ, NOMD, GLPI, HSII | 13F-HR | 15 May 2023, 11:36 |
| Q4 2022 | 12 | $138,936,000 | +$18,696,276 | -$9,221,587 | +$9,474,689 | UFPT, IAC, PETQ, GLPI, HSII | 13F-HR | 13 Feb 2023, 12:34 |
| Q3 2022 | 10 | $123,275,000 | +$4,755,692 | -$25,725,212 | -$20,969,520 | UFPT, IAC, HSII, GLPI, TTEC | 13F-HR | 15 Nov 2022, 10:27 |
| Q2 2022 | 10 | $179,256,000 | +$7,651,766 | -$21,013,876 | -$13,362,110 | UFPT, IAC, HSII, GLPI, TTEC | 13F-HR | 15 Aug 2022, 11:08 |
| Q1 2022 | 11 | $222,096,000 | +$39,529,605 | -$8,877,329 | +$30,652,276 | IAC, UFPT, PETQ, HSII, TTEC | 13F-HR | 12 May 2022, 16:49 |
| Q4 2021 | 11 | $208,085,000 | +$31,972,866 | -$7,316,059 | +$24,656,807 | IAC, DY, UFPT, NOMD, HSII | 13F-HR | 14 Feb 2022, 10:37 |
| Q3 2021 | 11 | $187,291,000 | +$44,177,250 | -$9,231,062 | +$34,946,188 | IAC, DY, UFPT, NOMD, HSII | 13F-HR | 15 Nov 2021, 10:50 |
| Q2 2021 | 11 | $148,873,000 | +$46,109,982 | -$19,675,000 | +$26,434,982 | IAC, DY, UFPT, NOMD, GLPI | 13F-HR | 12 Aug 2021, 10:11 |
| Q1 2021 | 11 | $118,542,000 | +$3,711,328 | -$5,375,145 | -$1,663,817 | DY, IAC, NOMD, IVZ, UFPT | 13F-HR | 13 May 2021, 15:13 |
| Q4 2020 | 11 | $104,855,000 | $0 | $0 | $0 | IAC, DY, NOMD, UFPT, HSII | 13F-HR | 08 Mar 2021, 18:17 |