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 |
---|---|---|---|
COKECoca-cola Consolidated Inc
| 0.02% | $293,557 223 shares@ $1316.4 avg price | New Position |
EPAMEpam Systems Inc
| 0.02% | $283,220 1,423 shares@ $199.04 avg price | New Position |
FBINFortune Brands Innovations Inc
| 0.02% | $278,796 3,114 shares@ $89.53 avg price | New Position |
LBRDALiberty Broadband Corp
| 0.02% | $266,642 3,471 shares@ $76.82 avg price | New Position |
EXPEagle Materials, Inc.
| 0.02% | $237,024 824 shares@ $287.66 avg price | New Position |
GLGlobe Life Inc
| 0.02% | $236,709 2,235 shares@ $105.92 avg price | New Position |
ORIOld Republic International Cor
| 0.01% | $228,388 6,448 shares@ $35.42 avg price | New Position |
PCTYPaylocity Holding Corp
| 0.01% | $222,545 1,349 shares@ $164.98 avg price | New Position |
GNRCGenerac Holdings Incorporation
| 0.01% | $219,731 1,383 shares@ $158.88 avg price | New Position |
SEICSei Investments Company
| 0.01% | $215,181 3,110 shares@ $69.2 avg price | New Position |