Ophir Asset Management Pty Ltd

Position in VVX — V2X, Inc.

CIK 1844640 SYDNEY, C3

Position in VVX

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

Position Value

$64,506,329

+$6,474,362 QoQ

Shares Held

865,160

+2.1% QoQ

Ownership

2.76%

of shares outstanding

% of Portfolio

5.51%

of 13F equity value

Holder Rank

of 326 holders

Holding Since

Jun 2024

9 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. VVX ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VVX	V2X, Inc. This page	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/	139,600	$25,855,316

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,506,329	865,160	+2.1%	Shares	Sole	2026-08-14
2026-03-31	$58,031,967	847,182	-7.1%	Shares	Sole	2026-05-15
2025-12-31	$49,764,546	912,274	+10.9%	Shares	Sole	2026-02-17
2025-09-30	$47,768,394	822,317	+34.1%	Shares	Sole	2025-11-14
2025-06-30	$29,777,802	613,343	+80.7%	Shares	Sole	2025-08-14
2025-03-31	$16,645,902	339,366	-21.5%	Shares	Sole	2025-05-15
2024-12-31	$20,676,813	432,298	-40.3%	Shares	Sole	2025-02-14
2024-09-30	$40,464,257	724,387	+120.9%	Shares	Sole	2024-11-14
2024-06-30	$15,727,810	327,936	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.