Ophir Asset Management Pty as of June 30, 2025
Portfolio Holdings for Ophir Asset Management Pty
Ophir Asset Management Pty holds 27 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Resideo Technologies Common (REZI) | 7.3 | $46M | 1.6M | 28.52 | |
| Powell Industries Common (POWL) | 6.8 | $43M | 185k | 230.63 | |
| Aar Corp Common (AIR) | 6.6 | $42M | 551k | 75.82 | |
| Genius Sports Common (GENI) | 5.9 | $37M | 3.3M | 11.25 | |
| V2X Common (VVX) | 4.6 | $29M | 613k | 47.25 | |
| Zeta Global Holdings Corp-a Class A (ZETA) | 4.6 | $29M | 1.9M | 15.56 | |
| Enersys Common (ENS) | 4.6 | $29M | 310k | 92.67 | |
| Irhythm Technologies Common (IRTC) | 4.5 | $28M | 202k | 140.08 | |
| Ies Holdings Common (IESC) | 4.5 | $28M | 82k | 345.72 | |
| Silicon Motion Technol- Common (SIMO) | 4.4 | $28M | 365k | 76.64 | |
| Wiley Class A (WLY) | 4.4 | $28M | 703k | 39.39 | |
| Tandem Diabetes Care Common (TNDM) | 3.9 | $24M | 1.5M | 16.67 | |
| Caredx Common (CDNA) | 3.9 | $24M | 1.9M | 12.86 | |
| Pennant Group Inc/the Common (PNTG) | 3.8 | $24M | 1.0M | 22.57 | |
| Adma Biologics Common (ADMA) | 3.6 | $23M | 1.2M | 18.59 | |
| Ducommun Common (DCO) | 3.5 | $22M | 242k | 91.53 | |
| Cadre Holdings Common (CDRE) | 3.5 | $22M | 669k | 32.70 | |
| Kura Sushi Usa Inc-class A Class A (KRUS) | 3.2 | $20M | 224k | 89.81 | |
| Artivion Common (AORT) | 3.1 | $20M | 620k | 31.57 | |
| Donnelley Financial Solution Common (DFIN) | 3.0 | $19M | 291k | 63.86 | |
| Penguin Solutions Common (PENG) | 2.7 | $17M | 717k | 23.99 | |
| Red Violet Common (RDVT) | 1.9 | $12M | 266k | 44.75 | |
| Trimas Corp Common (TRS) | 1.4 | $9.1M | 254k | 35.70 | |
| Stride Common (LRN) | 1.4 | $8.8M | 69k | 129.15 | |
| Natural Grocers By Vitamin C Common (NGVC) | 1.4 | $8.6M | 227k | 37.68 | |
| Real Brokerage Inc/the Common (REAX) | 1.0 | $6.1M | 1.5M | 3.98 | |
| Butterfly Network Class A (BFLY) | 0.6 | $3.5M | 1.9M | 1.81 |