Applied Fundamental Research, LLC

Q1 2026 13F-HR Holdings

Location
Cambridge, MA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
10
Total value ($000)
$75,782
Net value change ($000)
-24,902 (-24.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ALGN 1,389 15.2%
HEI 1,325 18.7%
DY 32 0.3%
Top Reduces (Value $000, Stocks/ETFs)
GLPI -5,564 -73.1%
IAC -5,314 -30.3%
NOMD -4,780 -72.9%
UHAL -4,592 -46.3%
NABL -3,563 -38.0%
FIGS -2,334 -23.5%
UFPT -1,501 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type