Ophir Asset Management Pty Ltd
Top Portfolio Positions
34 positions ·
$858,681,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AIR |
Aar Corp
Industrials
|
539,972 | $59,105,335 | 6.88% | |
| VVX |
V2X, Inc.
Industrials
|
847,182 | $58,031,967 | 6.76% | |
| MRX |
Marex Group plc
Financial Services
|
1,246,546 | $55,571,020 | 6.47% | |
| SXI |
Standex International Corp/De/
Industrials
|
197,012 | $50,210,478 | 5.85% | |
| EZPW |
Ezcorp Inc
Financial Services
|
1,616,518 | $41,027,226 | 4.78% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
357,044 | $40,092,470 | 4.67% | |
| TRNS |
Transcat Inc
Industrials
|
545,515 | $40,068,076 | 4.67% | |
| IRTC |
iRhythm Holdings, Inc.
Healthcare
|
335,807 | $39,631,942 | 4.62% | |
| DCO |
Ducommun Inc /De/
Industrials
|
312,937 | $38,178,314 | 4.45% | |
| PDFS |
Pdf Solutions Inc
Technology
|
1,137,349 | $37,202,685 | 4.33% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CDNL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,832,615 | 802,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,865,297 | 986,985 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||