Applied Fundamental Research, LLC - Portfolio Stock Holdings
Applied Fundamental Research, LLC disclosed 12 stock positions in a recent SEC 13F filing. $84,529,022 of stock holdings were filed, with the largest holdings including DY, UFPT, and HEI.A. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.We estimate the fund has a total AUM of $142,861,474 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.
Report Period:
June 30, 2026No. of Stocks:
12Est. Stock Holding Value:
$84,529,022Top Stock Holdings By Sector
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Portfolio Stock Holdings - Applied Fundamental Research, LLC
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