Applied Fundamental Research, LLC Portfolio Holdings
Q3 2025•10 long positions•$102.9M portfolio value
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Holding11 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Engineering & Construction Industrials | $15.8M 15.31% | -$4.0M Sold | 0.187% 54.0K shares | 67.7K → 54.0K −$4.0M | -20.26% | $8.4B Mid Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $15.3M 14.84% | -$657.1K Sold | — 448.3K shares | 467.5K → 448.3K −$657.1K | -4.13% | — — | Q4 2020 Held for 4y 11m | |
REIT - Specialty Real Estate | $10.1M 9.77% | -$881.1K Sold | 0.076% 215.7K shares | 234.6K → 215.7K −$881.1K | -8.06% | $13.2B Large Cap | Q4 2020 Held for 4y 11m | |
Rental & Leasing Services Industrials | $9.9M 9.64% | +$1.2M Bought | 0.104% 194.9K shares | 170.8K → 194.9K +$1.2M | +14.08% | $10.7B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $9.7M 9.46% | +$1.9M Bought | 0.632% 48.8K shares | 39.4K → 48.8K +$1.9M | +23.62% | $1.5B Small Cap | Q4 2020 Held for 4y 11m | |
Packaged Foods Consumer Defensive | $9.7M 9.43% | -$1.9M Sold | 0.491% 738.0K shares | 881.1K → 738.0K −$1.9M | -16.24% | $2.0B Small Cap | Q4 2020 Held for 4y 11m | |
Staffing & Employment Services Industrials | $8.7M 8.44% | -$118.3K Sold | 0.842% 174.6K shares | 177.0K → 174.6K −$118.3K | -1.34% | $1.0B Small Cap | Q4 2020 Held for 4y 11m | |
Apparel - Manufacturers Consumer Cyclical | $8.5M 8.29% | -$2.1M Sold | 0.781% 1.3M shares | 1.6M → 1.3M −$2.1M | -19.96% | $1.1B Small Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $8.3M 8.03% | +$84.0K Bought | 0.566% 1.1M shares | 1.0M → 1.1M +$84.0K | +1.03% | $1.5B Small Cap | Q2 2024 Held for 1y 5m | |
Medical - Devices Healthcare | $7.0M 6.8% | +$3.1M Bought | 0.077% 55.9K shares | 31.3K → 55.9K +$3.1M | +78.62% | $9.1B Mid Cap | Q2 2025 Held for 5 months | |
Construction Industrials | - — | -$2.5M Sold | — - shares | 304.5K → 0 −$2.5M | Sold | $1.2B Small Cap | Q2 2024 Held for 1y 5m |
