Ophir Asset Management Pty Ltd
34 holdingsFiling period: 2026-03-31Current AUM: $1.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AIR | AAR CORP | 540.0K | $59.1M | $75.6M | 6.41% | -9,548 | 2026-03-31 |
| 2 | VVX | V2X INC | 847.2K | $58.0M | $76.4M | 6.48% | -65,092 | 2026-03-31 |
| 3 | — | MAREX GROUP PLC | 1.25M | $55.6M | $55.6M | 4.71% | +159.4K | 2026-03-31 |
| 4 | SXI | STANDEX INTERNATIONAL CORP | 197.0K | $50.2M | $58.4M | 4.95% | -- | 2026-03-31 |
| 5 | EZPW | EZCORP INC | 1.62M | $41.0M | $48.1M | 4.08% | -- | 2026-03-31 |
| 6 | SIMO | SILICON MOTION TECHNOLOGY INC | 357.0K | $40.1M | $90.5M | 7.68% | -110,520 | 2026-03-31 |
| 7 | TRNS | TRANSCAT INC | 545.5K | $40.1M | $46.6M | 3.95% | -- | 2026-03-31 |
| 8 | IRTC | IRHYTHM HOLDINGS INC | 335.8K | $39.6M | $39.3M | 3.34% | +208.1K | 2026-03-31 |
| 9 | DCO | DUCOMMUN INC | 312.9K | $38.2M | $56.0M | 4.75% | -116,267 | 2026-03-31 |
| 10 | PDFS | PDF SOLUTIONS INC | 1.14M | $37.2M | $52.4M | 4.44% | +414.2K | 2026-03-31 |
| 11 | ANDE | ANDERSONS INC | 514.4K | $36.9M | $36.4M | 3.09% | -214,360 | 2026-03-31 |
| 12 | AORT | ARTIVION INC | 950.9K | $34.8M | $25.5M | 2.16% | -- | 2026-03-31 |
| 13 | CDNL | CARDINAL INFRASTRUCTURE GROU | 802.7K | $31.8M | $49.7M | 4.21% | -184,246 | 2026-03-31 |
| 14 | PENG | PENGUIN SOLUTIONS INC | 1.61M | $28.4M | $84.9M | 7.20% | +401.6K | 2026-03-31 |
| 15 | PNTG | PENNANT GROUP INC | 903.9K | $27.6M | $36.4M | 3.09% | -422,969 | 2026-03-31 |
| 16 | IESC | IES HOLDINGS INC | 55.0K | $26.2M | $41.0M | 3.47% | -4,542 | 2026-03-31 |
| 17 | MGNI | MAGNITE INC | 2.12M | $25.2M | $40.9M | 3.47% | -266,171 | 2026-03-31 |
| 18 | RDVT | RED VIOLET INC | 670.4K | $23.2M | $46.5M | 3.94% | +31.8K | 2026-03-31 |
| 19 | SYNA | SYNAPTICS INC | 315.1K | $22.1M | $33.8M | 2.87% | -- | 2026-03-31 |
| 20 | WDFC | WD-40 CO | 105.8K | $21.6M | $24.0M | 2.04% | -- | 2026-03-31 |
| 21 | TTMI | TTM TECHNOLOGIES | 206.4K | $20.1M | $23.8M | 2.02% | -- | 2026-03-31 |
| 22 | CDNA | CAREDX INC | 988.1K | $17.2M | $43.2M | 3.66% | +62.6K | 2026-03-31 |
| 23 | LYTS | LSI INDUSTRIES INC | 739.4K | $13.8M | $17.3M | 1.47% | -- | 2026-03-31 |
| 24 | VIAV | VIAVI SOLUTIONS INC | 346.9K | $11.5M | $12.8M | 1.09% | -282,550 | 2026-03-31 |
| 25 | MAMA | MAMA'S CREATIONS INC | 745.1K | $11.4M | $13.7M | 1.16% | -- | 2026-03-31 |
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