Ophir Asset Management Pty Ltd

CIK
1844640
City
SYDNEY
State / Country
C3

Top Portfolio Positions

34 positions · $858,681,422 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 EVLV

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Report Date Value (USD) Shares
2026-03-31 $8,684,163 1,435,399