Applied Fundamental Research, LLC - Q12026 Holdings

Applied Fundamental Research, LLC holds 10 stocks with a total portfolio value of $ 75.78M as of Q12026. In Q12026, Applied Fundamental Research, LLC added 0 new positions, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 0 positions. The largest holding is Iac Inc (IAC), representing 16.12% of the total portfolio.