0001398344-23-014773.txt : 20230814 0001398344-23-014773.hdr.sgml : 20230814 20230814113317 ACCESSION NUMBER: 0001398344-23-014773 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Applied Finance Capital Management, LLC CENTRAL INDEX KEY: 0001966007 IRS NUMBER: 660823991 STATE OF INCORPORATION: PR FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23109 FILM NUMBER: 231167542 BUSINESS ADDRESS: STREET 1: 53 CALLE PALMERAS STREET 2: SUITE 601 CITY: SAN JUAN STATE: PR ZIP: 00901 BUSINESS PHONE: 787-626-0404 MAIL ADDRESS: STREET 1: 53 CALLE PALMERAS STREET 2: SUITE 601 CITY: SAN JUAN STATE: PR ZIP: 00901 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001966007 XXXXXXXX 06-30-2023 06-30-2023 false Applied Finance Capital Management, LLC

53 CALLE PALMERAS SUITE 601 SAN JUAN PR 00901

13F HOLDINGS REPORT 028-23109 000226755 801-98338 N David D. Jones 210-540-1681 /s/ David D. Jones San Antonio TX 08-10-2023 0 74 882616735 INFORMATION TABLE 2 fp0084688-1_13fhr-table.xml APPLE INC COM 037833100 32688801 168525 SH SOLE 166793 0 1732 KLA CORP COM 482480100 30168662 62201 SH SOLE 61339 0 862 ADOBE INC COM 00724F101 29954549 61258 SH SOLE 60520 0 738 META PLATFORMS INC CLASS A COM 30303M102 27078859 94358 SH SOLE 93072 0 1286 MICROCHIP TECHNOLOGY COM 595017104 25398811 283501 SH SOLE 279343 0 4158 ROPER TECHNOLOGIES COM 776696106 25238084 52492 SH SOLE 51844 0 648 INTEL CORP COM 458140100 24881961 744078 SH SOLE 725519 0 18559 IBM CORP COM 459200101 24816622 185462 SH SOLE 183106 0 2356 HP INC. 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