StockDriftsStockDriftsTop 10 Applied Fundamental Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DY | DYCOM INDS INC | 22.68% | 37.9K | $19.2M | +8.44%(+2.95K) | $125.47(+245.02%) | 2026-06-30 | |
| UFPT | UFP TECHNOLOGIES INC | 15.84% | 50.5K | $13.4M | -4.34%(-2.29K) | $95.02(+236.63%) | 2026-06-30 | |
| HEI-A | HEICO CORP | 15.24% | 50.0K | $12.9M | +25.14%(+10.04K) | $243.79(+11.77%) | 2026-06-30 | |
| ALGN | ALIGN TECHNOLOGY INC | 11.55% | 57.9K | $9.8M | -5.56%(-3.41K) | $165.57(+9.50%) | 2026-06-30 | |
| IAC | PEOPLE INC | 10.09% | 184.7K | $8.5M | -39.45%(-120.36K) | $77.64(-47.72%) | 2026-06-30 | |
| FIGS | FIGS INC | 8.44% | 697.2K | $7.1M | +35.24%(+181.68K) | $8.40(+74.48%) | 2026-06-30 | |
| UHAL.B | U HAUL HOLDING COMPANY | 8.13% | 119.0K | $6.9M | +0.00%(+0) | $69.15(-6.10%) | 2026-06-30 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 5.06% | 60.4K | $4.3M | new | $75.84(-5.97%) | 2026-06-30 | |
| NABL | N-ABLE INC | 2.51% | 577.5K | $2.1M | -53.57%(-666.21K) | $12.48(-72.43%) | 2026-06-30 | |
| IGV | ISHARES TR | 0.46% | 4.3K | $389K | new | $84.11(+22.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -0.13% | -0.38% | -3.07% | -14.44% |
| Top 20 Holdings Unweighted | -3.25% | -9.43% | -5.80% | -25.84% |
Applied Fundamental Research LLC reports $84.53M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are DY (22.7%), UFPT (15.8%) and HEI-A (15.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -0.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Applied Fundamental Research LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849776). View Applied Fundamental Research LLC’s 13F filings on SEC