David D. Jones
@Applied Finance Capital Management, Llc
Latest period2024 - Q3ReportedManaged Assets$2.341BTotal holdings298
Assets growth rate8.28%Assets growth rate (2-Q avg)30.16%Continuous growth in asset value7 quarters
Portfolio positions
This chart displays the top 10 holdings in Applied Finance Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 298 positions.
Assets under management
The assets under management (AUM) of Applied Finance Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.341B in assets, with a quarterly growth rate of 8.28% and a 2-quarter average growth rate of 30.16%. The portfolio is managed by David D. Jones, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
INTCIntel Corp
| 0% | $46.941M 1.516M shares@ $30.98 avg price | Exited |
FANGDiamondback Energy Inc
| 0% | $825,784 4,125 shares@ $200.2 avg price | Exited |
KMIKinder Morgan Incorporated
| 0% | $809,365 40,733 shares@ $19.88 avg price | Exited |
BIIBBiogen Inc
| 0% | $779,379 3,362 shares@ $231.83 avg price | Exited |
HUMHumana Inc
| 0% | $757,762 2,028 shares@ $373.65 avg price | Exited |
DLTRDollar Tree, Incorporation
| 0% | $670,195 6,277 shares@ $106.77 avg price | Exited |
FERGFerguson Plc
| 0% | $651,051 3,362 shares@ $193.65 avg price | Exited |
VRTVertiv Holdings Co
| 0% | $649,794 7,506 shares@ $86.57 avg price | Exited |
CCLCarnival Corp
| 0% | $639,943 34,185 shares@ $18.72 avg price | Exited |
RMDResmed Inc.
| 0% | $607,759 3,175 shares@ $191.43 avg price | Exited |