Applied Fundamental Research, LLC
CIK 0001849776 · CAMBRIDGE, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Applied Fundamental Research, LLC reported 10 positions worth $84.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DY (22.7%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$84.5M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DY | SH | $19.2M | 22.68% | 37,923 | — | — | |
| ▸ 2 | UFPT | SH | $13.4M | 15.84% | 50,498 | — | — | |
| ▸ 3 | HEI-A | SH | $12.9M | 15.24% | 49,958 | — | — | |
| ▸ 4 | ALGN | SH | $9.8M | 11.55% | 57,903 | — | — | |
| ▸ 5 | PPLI | SH | $8.5M | 10.09% | 184,734 | — | — | |
| ▸ 6 | FIGS | SH | $7.1M | 8.44% | 697,247 | — | — | |
| ▸ 7 | UHAL-B | SH | $6.9M | 8.13% | 119,045 | — | — | |
| ▸ 8 | BFAM | SH | $4.3M | 5.06% | 60,370 | — | — | |
| ▸ 9 | NABL | SH | $2.1M | 2.51% | 577,464 | — | — | |
| ▸ 10 | IGV | SH | $389.0K | 0.46% | 4,294 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Applied Fundamental Research, LLC hold as of Q2 2026?
Applied Fundamental Research, LLC reported 10 positions worth $84.5M in its Q2 2026 13F filing. Largest positions: DY (22.7%), UFPT (15.8%), HEI-A (15.2%), ALGN (11.6%) and PPLI (10.1%).
What did Applied Fundamental Research, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Applied Fundamental Research, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.