Ophir Asset Management Pty Ltd

Position in AIR — Aar Corp

CIK 1844640 SYDNEY, C3

Position in AIR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$59,105,335

+$13,610,575 QoQ

Shares Held

539,972

-1.7% QoQ

Ownership

1.36%

of shares outstanding

% of Portfolio

6.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Ophir Asset Management Pty Ltd holds $161,981,336 across 4 Aerospace & Defense names. AIR ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIR	Aar Corp This page	539,972	$59,105,335
2	VVX	V2X, Inc.	847,182	$58,031,967
3	DCO	Ducommun Inc /De/	312,937	$38,178,314
4	YSS	York Space Systems Inc.	300,664	$6,665,720

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,105,335	539,972	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$45,494,760	549,520	-16.9%	Shares	Sole	2026-02-17
2025-09-30	$59,313,387	661,463	+20.0%	Shares	Sole	2025-11-14
2025-06-30	$37,907,967	551,068	-36.8%	Shares	Sole	2025-08-14
2025-03-31	$48,838,117	872,265	+50.4%	Shares	Sole	2025-05-15
2024-12-31	$35,543,870	580,024	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.