13F-HR filed by Applied Fundamental Research, LLC
Applied Fundamental Research, LLC filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-08-15, with 10 holding rows worth $179,256,000.
- Accession
- 0001849776-22-000003
- Filer
- CIK 1849776
- Filed
- 2022-08-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 10 entries on the cover page, a total value of $179,256,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $179,256,000 with VALUE read as thousands by filing date, 13F file number 028-21098. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| UFP TECHNOLOGIES INC | 902673102 | COM | 319,571 | $25,428,000 | thousands by filing date | |
| PEOPLE INC | 44891N208 | COM NEW | 317,161 | $24,095,000 | thousands by filing date | |
| HEIDRICK & STRUGGLES INTL IN | 422819102 | COM | 603,224 | $19,520,000 | thousands by filing date | |
| GAMING & LEISURE P COM | 36467J108 | REIT | 406,261 | $18,631,000 | thousands by filing date | |
| TTEC HLDGS INC | 89854H102 | COM | 274,092 | $18,608,000 | thousands by filing date | |
| PETIQ INC | 71639T106 | COMMON STOCK | 1,099,518 | $18,461,000 | thousands by filing date | |
| NOMAD FOODS LTD USD ORD SHS | G6564A105 | Stock | 870,727 | $17,406,000 | thousands by filing date | |
| DYCOM INDS INC COM | 267475101 | Stock | 180,205 | $16,766,000 | thousands by filing date | |
| MATCH GROUP INC NEW | 57667L107 | COM | 203,044 | $14,150,000 | thousands by filing date | |
| U HAUL HOLDING COMPANY | 023586100 | COM | 12,945 | $6,191,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001849776-22-000003 | this filing | 2022-08-15 | acceptance time not in the bulk data set |