13F-HR filed by Applied Fundamental Research, LLC
Applied Fundamental Research, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-13, with 12 holding rows worth $138,936,000.
- Accession
- 0001849776-23-000001
- Filer
- CIK 1849776
- Filed
- 2023-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 12 entries on the cover page, a total value of $138,936,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $138,936,000 with VALUE read as thousands, detected and multiplied, 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 | 139,656 | $16,464,000 | thousands, detected and multiplied | |
| PEOPLE INC | 44891N208 | COM NEW | 361,249 | $16,039,000 | thousands, detected and multiplied | |
| PETIQ INC | 71639T106 | COMMON STOCK | 1,633,862 | $15,064,000 | thousands, detected and multiplied | |
| GAMING & LEISURE P COM | 36467J108 | REIT | 280,470 | $14,610,000 | thousands, detected and multiplied | |
| HEIDRICK & STRUGGLES INTL IN | 422819102 | COM | 509,665 | $14,255,000 | thousands, detected and multiplied | |
| NOMAD FOODS LTD USD ORD SHS | G6564A105 | Stock | 774,863 | $13,359,000 | thousands, detected and multiplied | |
| TTEC HLDGS INC | 89854H102 | COM | 290,859 | $12,836,000 | thousands, detected and multiplied | |
| DYCOM INDS INC COM | 267475101 | Stock | 118,323 | $11,075,000 | thousands, detected and multiplied | |
| FIGS INC CLASS A | 30260D103 | COMMON STOCK | 1,511,300 | $10,171,000 | thousands, detected and multiplied | |
| MATCH GROUP INC NEW | 57667L107 | COM | 213,864 | $8,873,000 | thousands, detected and multiplied | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 100,383 | $5,519,000 | thousands, detected and multiplied | |
| U HAUL HOLDING COMPANY | 023586100 | COM | 11,154 | $671,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001849776-23-000001 | this filing | 2023-02-13 | acceptance time not in the bulk data set |