Applied Fundamental Research, LLC - Q42025 Holdings

Applied Fundamental Research, LLC holds 10 stocks with a total portfolio value of $ 100.68M as of Q42025. In Q42025, Applied Fundamental Research, LLC added 1 new position, increased stakes in 4 stocks, reduced 4 holdings, and fully exited 1 position. The largest holding is Iac Inc (IAC), representing 17.41% of the total portfolio.