Applied Fundamental Research, LLC - Portfolio Stock Holdings

Applied Fundamental Research, LLC disclosed 10 stock positions in a recent SEC 13F filing. $75,781,902 of stock holdings were filed, with the largest holdings including IAC, DY, and ALGN. This filing represented positions held on March 31, 2026, and was filed on May 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.