Applied Fundamental Research, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Applied Fundamental Research, LLC disclosed 10 US equity positions worth $84.5m in its Q2 2026 13F filing. The largest position was DY at 22.7% of the reported book, followed by UFPT and HEI/A. Against the Q1 2026 filing, it opened 2 new positions, added to 3 and reduced 4 among the top 10 holdings.
What did Applied Fundamental Research, LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DY DYCOM INDS INC | Industrials | 22.7% | $19.2m | 37,923 | 8% | added |
| 2 | UFPT UFP TECHNOLOGIES INC | Healthcare | 15.8% | $13.4m | 50,498 | -4% | reduced |
| 3 | HEI/A HEICO CORP | 15.2% | $12.9m | 49,958 | 25% | added | |
| 4 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 11.6% | $9.8m | 57,903 | -6% | reduced |
| 5 | PPLI PEOPLE INC | Communication Services | 10.1% | $8.5m | 184,734 | -39% | reduced |
| 6 | FIGS FIGS INC | Consumer Cyclical | 8.4% | $7.1m | 697,247 | 35% | added |
| 7 | UHAL/B U HAUL HOLDING COMPANY | 8.1% | $6.9m | 119,045 | 0% | held | |
| 8 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 5.1% | $4.3m | 60,370 | – | new |
| 9 | NABL N-ABLE INC | Technology | 2.5% | $2.1m | 577,464 | -54% | reduced |
| 10 | IGV ISHARES TR | 0.5% | $389.0k | 4,294 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.