Applied Fundamental Research, LLC Buys PetIQ Inc, IAC/InterActiveCorp, Dycom Industries Inc, Sells Vimeo Inc, Great Elm Group Inc

Investment company Applied Fundamental Research, LLC (Current Portfolio) buys PetIQ Inc, IAC/InterActiveCorp, Dycom Industries Inc, Nomad Foods, sells Vimeo Inc, Great Elm Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Applied Fundamental Research, LLC. As of 2021Q3, Applied Fundamental Research, LLC owns 11 stocks with a total value of $187 million. These are the details of the buys and sells.

For the details of Applied Fundamental Research, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/applied+fundamental+research%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Applied Fundamental Research, LLC
  1. IAC/InterActiveCorp (IAC) - 212,848 shares, 17.32% of the total portfolio. Shares added by 49.89%
  2. Dycom Industries Inc (DY) - 331,121 shares, 14.04% of the total portfolio. Shares added by 33.09%
  3. UFP Technologies Inc (UFPT) - 348,249 shares, 11.51% of the total portfolio. Shares added by 13.43%
  4. Nomad Foods Ltd (NOMD) - 743,368 shares, 10.81% of the total portfolio. Shares added by 21.62%
  5. Heidrick & Struggles International Inc (HSII) - 416,293 shares, 10.42% of the total portfolio. Shares added by 17.24%
New Purchase: PetIQ Inc (PETQ)

Applied Fundamental Research, LLC initiated holding in PetIQ Inc. The purchase prices were between $23.99 and $38.59, with an estimated average price of $30.19. The stock is now traded at around $23.210000. The impact to a portfolio due to this purchase was 8.39%. The holding were 627,574 shares as of 2021-09-30.

Added: IAC/InterActiveCorp (IAC)

Applied Fundamental Research, LLC added to a holding in IAC/InterActiveCorp by 49.89%. The purchase prices were between $124.28 and $153.83, with an estimated average price of $134.57. The stock is now traded at around $133.800000. The impact to a portfolio due to this purchase was 5.76%. The holding were 212,848 shares as of 2021-09-30.

Added: Dycom Industries Inc (DY)

Applied Fundamental Research, LLC added to a holding in Dycom Industries Inc by 33.09%. The purchase prices were between $63.99 and $77.48, with an estimated average price of $70.75. The stock is now traded at around $83.450000. The impact to a portfolio due to this purchase was 3.49%. The holding were 331,121 shares as of 2021-09-30.

Added: Nomad Foods Ltd (NOMD)

Applied Fundamental Research, LLC added to a holding in Nomad Foods Ltd by 21.62%. The purchase prices were between $25.94 and $28.57, with an estimated average price of $27.15. The stock is now traded at around $25.140000. The impact to a portfolio due to this purchase was 1.92%. The holding were 743,368 shares as of 2021-09-30.

Sold Out: Vimeo Inc (VMEO)

Applied Fundamental Research, LLC sold out a holding in Vimeo Inc. The sale prices were between $29.37 and $51.67, with an estimated average price of $39.61.



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