Current Market Value 112,829,850
Current Holdings 11
Most Recent File Date 2025-07-28
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Applied Fundamental Research, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 11 112,830
2025-04-30 2025-03-31 13F-HR 12 119,308
2025-02-10 2024-12-31 13F-HR 12 127,844
2024-11-13 2024-09-30 13F-HR 12 151,422
2024-08-14 2024-06-30 13F-HR 13 135,963
2024-05-02 2024-03-31 13F-HR/A 1 R 11 135,038
2024-04-30 2024-03-31 13F-HR 11 138,564
2024-02-13 2023-12-31 13F-HR 11 138,564
2023-11-14 2023-09-30 13F-HR 12 137,555
2023-08-14 2023-06-30 13F-HR 11 159
2023-05-15 2023-03-31 13F-HR 11 139
2023-02-13 2022-12-31 13F-HR 12 139
2022-11-15 2022-09-30 13F-HR 10 123,275
2022-08-15 2022-06-30 13F-HR 10 179,256
2022-05-12 2022-03-31 13F-HR 11 222,096
2022-02-14 2021-12-31 13F-HR 11 208,085
2021-11-15 2021-09-30 13F-HR 11 187,291
2021-08-12 2021-06-30 13F-HR 11 148,873
2021-05-13 2021-03-31 13F-HR 11 118,542
2021-03-09 2020-12-31 13F-HR 11 104,855