Ophir Asset Management Pty
$1.2B 13F equity value
45 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ophir Asset Management Pty covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MRX | MAREX GROUP PLC | 1,391,511 | $85M | 7.0% |
| SXI | STANDEX INTERNATIONAL CORP | 198,182 | $71M | 5.8% |
| VVX | V2X INC | 865,160 | $65M | 5.3% |
| AIR | AAR CORP | 447,138 | $64M | 5.3% |
| SIMO | SILICON MOTION TECHNOL-ADR | 174,335 | $58M | 4.8% |
| TH | TARGET HOSPITALITY CORP | 2,690,673 | $55M | 4.5% |
| EZPW | EZCORP INC-CL A | 1,489,613 | $51M | 4.2% |
| AVNT | AVIENT CORP | 1,349,760 | $50M | 4.1% |
| WDFC | WD-40 CO | 202,300 | $49M | 4.1% |
| IESC | IES HOLDINGS INC | 62,763 | $46M | 3.8% |
Track Ophir Asset Management Pty's 13F portfolio: $1.2B in reported holdings, 45 positions. Top holdings and quarterly changes on SentiSense.
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