Ophir Asset Management Pty as of March 31, 2023
Portfolio Holdings for Ophir Asset Management Pty
Ophir Asset Management Pty holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Clean Harbors (CLH) | 6.7 | $36M | 254k | 142.56 | |
| Maximus (MMS) | 6.1 | $33M | 414k | 78.70 | |
| Chemed Corp Com Stk (CHE) | 5.8 | $31M | 58k | 537.75 | |
| Stride (LRN) | 5.2 | $28M | 706k | 39.25 | |
| FTI Consulting (FCN) | 4.7 | $25M | 129k | 197.35 | |
| Box Class A (BOX) | 4.5 | $24M | 900k | 26.79 | |
| Shift4 Payments Class A (FOUR) | 4.3 | $23M | 304k | 75.80 | |
| Euronet Worldwide (EEFT) | 4.1 | $22M | 199k | 111.90 | |
| Calix (CALX) | 4.1 | $22M | 414k | 53.59 | |
| Extreme Networks (EXTR) | 4.1 | $22M | 1.1M | 19.12 | |
| Healthequity (HQY) | 4.0 | $22M | 368k | 58.71 | |
| Arcosa (ACA) | 4.0 | $21M | 339k | 63.11 | |
| CACI International Class A (CACI) | 3.7 | $20M | 67k | 296.28 | |
| Transmedics Group (TMDX) | 3.5 | $19M | 245k | 75.73 | |
| Phreesia (PHR) | 3.4 | $18M | 561k | 32.29 | |
| Tyler Technologies (TYL) | 3.3 | $18M | 51k | 354.63 | |
| Myr (MYRG) | 3.1 | $16M | 130k | 126.01 | |
| Grocery Outlet Hldg Corp (GO) | 3.0 | $16M | 580k | 28.26 | |
| Primo Water (PRMW) | 3.0 | $16M | 1.1M | 15.35 | |
| Cerence (CRNC) | 2.9 | $16M | 555k | 28.09 | |
| Five9 (FIVN) | 2.8 | $15M | 212k | 72.29 | |
| Chefs Whse (CHEF) | 2.8 | $15M | 447k | 34.05 | |
| Dave & Buster's Entertainmnt (PLAY) | 2.6 | $14M | 375k | 36.79 | |
| Zeta Global Holdings Corp Class A (ZETA) | 2.4 | $13M | 1.2M | 10.83 | |
| Harrow Health (HROW) | 1.7 | $9.3M | 438k | 21.16 | |
| Modine Manufacturing (MOD) | 1.4 | $7.5M | 324k | 23.05 | |
| Inmode Ltd. Inmd (INMD) | 1.2 | $6.3M | 197k | 31.96 | |
| Model N (MODN) | 1.1 | $5.8M | 175k | 33.47 | |
| Red Violet (RDVT) | 0.6 | $3.1M | 175k | 17.60 |
