Ophir Asset Management Pty
$1.2B 13F equity value
45 Holdings
Latest filing 2026-06-30
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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