Ownership history in Applied Fundamental Research, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Applied Fundamental Research, LLC reported a position in GAMING & LEISURE PPTYS INC (GLPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 170,207 | -45,486 | -21.1% | 7.55% | $7.6M | $43.97 |
| 2025 Q3 | REDUCED | 215,693 | -18,904 | -8.1% | 9.77% | $10.1M | $45.02 |
| 2025 Q2 | REDUCED | 234,597 | -92,116 | -28.2% | 9.71% | $11.0M | $44.36 |
| 2025 Q1 | UNCHANGED | 326,713 | — | 0% | 13.94% | $16.6M | $47.58 |
| 2024 Q4 | REDUCED | 326,713 | -1,997 | -0.6% | 12.31% | $15.7M | $44.32 |
| 2024 Q3 | ADDED | 328,710 | +2,123 | +0.7% | 11.17% | $16.9M | $46.65 |
| 2024 Q2 | ADDED | 326,587 | +14,702 | +4.7% | 10.86% | $14.8M | $40.40 |
| 2024 Q1 | ADDED | 311,885 | +20,496 | +7.0% | 10.38% | $14.4M | $40.47 |
| 2023 Q4 | REDUCED | 291,389 | -3,359 | -1.1% | 10.38% | $14.4M | $42.64 |
| 2023 Q3 | ADDED | 294,748 | +8,150 | +2.8% | 9.76% | $13.4M | $38.75 |
As of 2025 Q4 — sorted by position size