Applied-Finance-Capital-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
294
Total Value
1359315024
Accession Number
0001398344-25-008845
Form Type
13F-HR
Manager Name
Applied-Finance-Capital-Management
Data Enrichment
99% identified
290 identified4 unidentified

Holdings

294 positions
Manager:
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Page 15 of 15
CIENA CORP
Shares:3.6K
Value:$214.6K
Birkenstock Holding plc
Shares:4.7K
Value:$214.0K
SKECHERS USA INC
Shares:3.8K
Value:$213.6K
Enphase Energy, Inc.
Shares:3.4K
Value:$210.8K
AXIS CAPITAL HOLDINGS LTD
Shares:2.1K
Value:$209.9K
MOSAIC CO
Shares:7.7K
Value:$208.6K
Allison Transmission Holdings Inc
Shares:2.2K
Value:$206.1K
ADVANCED DRAINAGE SYSTEMS, INC.
Shares:1.9K
Value:$206.0K
CACI INTERNATIONAL INC /DE/
Shares:560
Value:$205.5K
Brixmor Property Group Inc.
Shares:7.7K
Value:$204.8K
Churchill Downs Inc
Shares:1.8K
Value:$203.3K
MIDDLEBY Corp
Shares:1.3K
Value:$203.0K
NNN REIT, INC.
Shares:4.8K
Value:$203.0K
ALBEMARLE CORP
Shares:2.8K
Value:$200.6K