EdgeMarket › What Ophir Asset Management Pty Ltd reported owning
What Ophir Asset Management Pty Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
858.7MPositions
34Quarter
2026-03-31Shown below
34largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AIR AAR CORP | 59.1M | 6.9% | 540.0K | 134.82 | +87.9% |
| VVX V2X, Inc. | 58.0M | 6.8% | 847.2K | 78.50 | +37.9% |
| MRX Marex Group Ltd | 55.6M | 6.5% | 1.2M | 72.99 | +104.3% |
| SXI STANDEX INTERNATIONAL CORP/DE/ | 50.2M | 5.8% | 197.0K | 310.28 | +54.7% |
| EZPW EZCORP INC | 41.0M | 4.8% | 1.6M | 32.22 | +106.0% |
| SIMO Silicon Motion Technology CORP | 40.1M | 4.7% | 357.0K | 258.36 | +248.5% |
| TRNS TRANSCAT INC | 40.1M | 4.7% | 545.5K | 92.50 | +9.4% |
| IRTC iRhythm Holdings, Inc. | 39.6M | 4.6% | 335.8K | 128.52 | -21.2% |
| DCO DUCOMMUN INC /DE/ | 38.2M | 4.4% | 312.9K | 191.65 | +118.3% |
| PDFS PDF SOLUTIONS INC | 37.2M | 4.3% | 1.1M | 45.65 | +137.0% |
| ANDE Andersons, Inc. | 36.9M | 4.3% | 514.4K | 68.06 | +77.8% |
| AORT ARTIVION, INC. | 34.8M | 4.1% | 950.9K | 28.08 | -34.7% |
| CDNL Cardinal Infrastructure Group Inc. | 31.8M | 3.7% | 802.7K | 43.50 | — |
| PENG Penguin Solutions, Inc. | 28.4M | 3.3% | 1.6M | 52.62 | +126.2% |
| PNTG Pennant Group, Inc. | 27.6M | 3.2% | 903.9K | 38.88 | +54.5% |
| IESC IES Holdings, Inc. | 26.2M | 3.1% | 55.0K | 342.52 | +6.5% |
| MGNI MAGNITE, INC. | 25.2M | 2.9% | 2.1M | 23.50 | +7.6% |
| RDVT Red Violet, Inc. | 23.2M | 2.7% | 670.4K | 71.17 | +60.4% |
| SYNA SYNAPTICS Inc | 22.1M | 2.6% | 315.1K | 97.66 | +46.3% |
| WDFC WD 40 CO | 21.6M | 2.5% | 105.8K | 217.08 | -1.7% |
| TTMI TTM TECHNOLOGIES INC | 20.1M | 2.3% | 206.4K | 110.54 | +175.9% |
| CDNA CareDx, Inc. | 17.2M | 2.0% | 988.1K | 48.61 | +299.4% |
| LYTS LSI INDUSTRIES INC | 13.8M | 1.6% | 739.4K | 20.34 | +5.4% |
| VIAV VIAVI SOLUTIONS INC. | 11.5M | 1.3% | 346.9K | 38.90 | +268.7% |
| MAMA Mama's Creations, Inc. | 11.4M | 1.3% | 745.1K | 16.44 | +103.0% |
| EVLV Evolv Technologies Holdings, Inc. | 8.7M | 1.0% | 1.4M | 5.34 | -33.1% |
| ZETA Zeta Global Holdings Corp. | 7.9M | 0.9% | 495.1K | 29.07 | +60.0% |
| YSS York Space Systems Inc. | 6.7M | 0.8% | 300.7K | 9.32 | — |
| DFIN Donnelley Financial Solutions, Inc. | 5.1M | 0.6% | 108.7K | 48.23 | -11.1% |
| XMTR Xometry, Inc. | 5.0M | 0.6% | 121.2K | 83.59 | +87.7% |
| JBI Janus International Group, Inc. | 4.3M | 0.5% | 836.6K | 5.11 | -49.3% |
| KRUS KURA SUSHI USA, INC. | 3.9M | 0.4% | 55.2K | 48.34 | -38.5% |
| BRCB Black Rock Coffee Bar, Inc. | 3.5M | 0.4% | 274.7K | 9.25 | — |
| XZO Exzeo Group, Inc. | 2.8M | 0.3% | 192.3K | 16.87 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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