Ophir Asset Management Pty Ltd

Position in DCO — Ducommun Inc /De/

CIK 1844640 SYDNEY, C3

Position in DCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,855,316

-$12,322,998 QoQ

Shares Held

139,600

-55.4% QoQ

Ownership

0.925%

of shares outstanding

% of Portfolio

2.21%

of 13F equity value

Holder Rank

#26

of 269 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ophir Asset Management Pty Ltd holds $218,191,049 across 5 Aerospace & Defense names. DCO ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VVX	V2X, Inc.	865,160	$64,506,329
2	AIR	Aar Corp	447,138	$63,909,434
3	ATRO	Astronics Corp	455,517	$36,648,552
4	AADX	Applied Aerospace & Defense, Inc.	1,197,165	$27,271,418
5	DCO	Ducommun Inc /De/ This page	139,600	$25,855,316

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,855,316	139,600	-55.4%	Shares	Sole	2026-08-14
2026-03-31	$38,178,314	312,937	-27.1%	Shares	Sole	2026-05-15
2025-12-31	$40,830,176	429,204	-5.8%	Shares	Sole	2026-02-17
2025-09-30	$43,780,678	455,432	+88.2%	Shares	Sole	2025-11-14
2025-06-30	$19,997,203	242,009	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.