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Applied Fundamental Research, LLC

SEC CIK
0001849776
Latest filing
Aug 13, 2026

GLPI holding history

Gaming & Leisure Properties, Inc. in every 13F filed by Applied Fundamental Research, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLPI overviewAll 13F holders of GLPIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of GLPI by Applied Fundamental Research, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−46,034−100.0%Sold outHolders
Q1 202646,034$2.04M2.7%−124,173−73.0%ReducedHolders
Q4 2025170,207$7.61M7.6%−45,486−21.1%ReducedHolders
Q3 2025215,693$10.1M9.8%−18,904−8.1%ReducedHolders
Q2 2025234,597$11.0M9.7%−92,116−28.2%ReducedHolders
Q1 2025326,713$16.6M13.9%00.0%UnchangedHolders
Q4 2024326,713$15.7M12.3%−1,997−0.6%ReducedHolders
Q3 2024328,710$16.9M11.2%+2,123+0.7%AddedHolders
Q2 2024326,587$14.8M10.9%+14,702+4.7%AddedHolders
Q1 2024311,885$14.4M10.6%+20,496+7.0%AddedHolders
Q4 2023291,389$14.4M10.4%−3,359−1.1%ReducedHolders
Q3 2023294,748$13.4M9.8%+8,150+2.8%AddedHolders
Q2 2023286,598$13.9M8.7%+2,200+0.8%AddedHolders
Q1 2023284,398$14.8M10.7%+3,928+1.4%AddedHolders
Q4 2022280,470$14.6M10.5%−12,100−4.1%ReducedHolders
Q3 2022292,570$12.9M10.5%−113,691−28.0%ReducedHolders
Q2 2022406,261$18.6M10.4%00.0%UnchangedHolders
Q1 2022406,261$19.1M8.6%+73,313+22.0%AddedHolders
Q4 2021332,948$16.2M7.8%+42,508+14.6%AddedHolders
Q3 2021290,440$14.1M7.5%−60,051−17.1%ReducedHolders
Q2 2021350,491$16.2M10.9%+132,323+60.7%AddedHolders
Q1 2021218,168$9.26M7.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.