Ophir Asset Management Pty as of June 30, 2026
Portfolio Holdings for Ophir Asset Management Pty
Ophir Asset Management Pty holds 36 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marex Group (MRX) | 7.0 | $85M | 1.4M | 60.95 | |
| Standex Int'l (SXI) | 5.8 | $71M | 198k | 357.67 | |
| Vectrus (VVX) | 5.3 | $65M | 865k | 74.56 | |
| Aar (AIR) | 5.3 | $64M | 447k | 142.93 | |
| Silicon Motion Technol- Adr (SIMO) | 4.8 | $58M | 174k | 333.33 | |
| Target Hospitality Corp (TH) | 4.5 | $55M | 2.7M | 20.36 | |
| Ez (EZPW) | 4.2 | $52M | 1.5M | 34.57 | |
| Avient Corp (AVNT) | 4.1 | $50M | 1.3M | 36.96 | |
| WD-40 Company (WDFC) | 4.1 | $49M | 202k | 243.64 | |
| Ies Hldgs (IESC) | 3.8 | $46M | 63k | 734.66 | |
| Aveanna Healthcare Hldgs (AVAH) | 3.6 | $44M | 5.1M | 8.57 | |
| PDF Solutions (PDFS) | 3.5 | $43M | 607k | 70.79 | |
| Transcat (TRNS) | 3.5 | $43M | 462k | 92.77 | |
| CryoLife (AORT) | 3.3 | $40M | 1.8M | 22.47 | |
| Caredx (CDNA) | 3.0 | $36M | 1.3M | 28.50 | |
| Suncrete Inc-a Class A | 2.8 | $34M | 1.5M | 22.53 | |
| Red Violet (RDVT) | 2.7 | $32M | 509k | 63.72 | |
| ePlus (PLUS) | 2.6 | $32M | 383k | 83.23 | |
| Astronics Corporation (ATRO) | 2.6 | $31M | 386k | 81.26 | |
| Maravai Lifesciences Hldgs-a Class A (MRVI) | 2.5 | $30M | 4.8M | 6.24 | |
| Magnite Ord (MGNI) | 2.3 | $28M | 1.5M | 18.98 | |
| Applied Aerospace & Defense | 2.2 | $27M | 1.2M | 22.78 | |
| Mamamancini's Holdings (MAMA) | 2.2 | $27M | 1.5M | 17.85 | |
| Cardinal Infrastructure Gr-a Class A (CDNL) | 2.2 | $26M | 279k | 94.20 | |
| Ducommun Incorporated (DCO) | 2.1 | $26M | 140k | 185.21 | |
| Irhythm Technologies (IRTC) | 2.0 | $24M | 202k | 118.95 | |
| Xometry Inc-a Class A (XMTR) | 1.5 | $18M | 185k | 96.52 | |
| Donnelley Finl Solutions (DFIN) | 1.3 | $15M | 368k | 41.95 | |
| Pennant Group (PNTG) | 1.3 | $15M | 417k | 36.95 | |
| Mayville Engineering (MEC) | 1.0 | $12M | 327k | 37.46 | |
| Brightview Holdings (BV) | 0.9 | $11M | 782k | 14.17 | |
| Andersons (ANDE) | 0.8 | $9.9M | 144k | 68.40 | |
| Astronics Corp-cl B Class B (ATROB) | 0.4 | $5.3M | 70k | 76.00 | |
| Synaptics, Incorporated (SYNA) | 0.4 | $4.8M | 39k | 124.23 | |
| LSI Industries (LYTS) | 0.4 | $4.4M | 166k | 26.58 | |
| Black Rock Coffee Bar Inc-a Class A (BRCB) | 0.2 | $2.3M | 275k | 8.29 |