Ophir Asset Management Pty Ltd
Ophir Asset Management Pty Ltd reported 36 holdings worth US$1.22B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Ophir Asset Management Pty Ltd reported 36 holdings worth US$1.22B as of Jun 30, 2026. Largest: Standex International Corporation, V2x, Inc. and Aar Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$1.22B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Standex International Corporation | 198K | US$70.9M | 5.8% |
| V2x, Inc. | 865K | US$64.5M | 5.3% |
| Aar Corp. | 447K | US$63.9M | 5.3% |
| Target Hospitality Corp. | 2.69M | US$54.8M | 4.5% |
| Ezcorp, Inc. | 1.49M | US$51.5M | 4.2% |
| Avient Corporation | 1.35M | US$49.9M | 4.1% |
| Wd-40 Company | 202K | US$49.3M | 4.1% |
| Ies Holdings, Inc. | 62,763 | US$46.1M | 3.8% |
| Aveanna Healthcare Holdings Inc. | 5.1M | US$43.7M | 3.6% |
| Pdf Solutions, Inc. | 607K | US$43M | 3.5% |
| Transcat, Inc. | 462K | US$42.9M | 3.5% |
| Artivion, Inc. | 1.8M | US$40.4M | 3.3% |
| Astronics Corporation | 451K | US$36.6M | 3.0% |
| Caredx, Inc. | 1.26M | US$36M | 3.0% |
| Suncrete, Inc. | 1.5M | US$33.8M | 2.8% |
| Red Violet, Inc. | 509K | US$32.4M | 2.7% |
| Eplus Inc. | 383K | US$31.9M | 2.6% |
| Maravai Lifesciences Holdings, Inc. | 4.83M | US$30.1M | 2.5% |
| Magnite, Inc. | 1.45M | US$27.5M | 2.3% |
| Applied Aerospace & Defense, Inc. | 1.2M | US$27.3M | 2.2% |
| Mama's Creations, Inc. | 1.5M | US$26.8M | 2.2% |
| Cardinal Infrastructure Group Inc. | 279K | US$26.3M | 2.2% |
| Ducommun Incorporated | 140K | US$25.9M | 2.1% |
| Irhythm Holdings, Inc. | 201K | US$24M | 2.0% |
| Xometry, Inc. | 185K | US$17.9M | 1.5% |
| Donnelley Financial Solutions, Inc. | 368K | US$15.4M | 1.3% |
| The Pennant Group, Inc. | 417K | US$15.4M | 1.3% |
| Mayville Engineering Company, Inc. | 327K | US$12.2M | 1.0% |
| Brightview Holdings, Inc. | 782K | US$11.1M | 0.91% |
| The Andersons, Inc. | 144K | US$9.88M | 0.81% |
| Synaptics Incorporated | 38,669 | US$4.8M | 0.40% |
| Lsi Industries Inc. | 166K | US$4.41M | 0.36% |
| Black Rock Coffee Bar, Inc. | 275K | US$2.28M | 0.19% |
| Janus International Group, Inc. | 0 | US$0 | 0.00% |
| Exzeo Group, Inc. | 0 | US$0 | 0.00% |
| Evolv Technologies Holdings, Inc. | 0 | US$0 | 0.00% |
| Ttm Technologies, Inc. | 0 | US$0 | 0.00% |
| York Space Systems Inc. | 0 | US$0 | 0.00% |
| Kura Sushi Usa, Inc. | 0 | US$0 | 0.00% |
| Zeta Global Holdings Corp. | 0 | US$0 | 0.00% |
| Penguin Solutions, Inc. | 0 | US$0 | 0.00% |
| Viavi Solutions Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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