Institutions / Ophir Asset Management Pty Ltd
Ophir Asset Management Pty Ltd
CIK 1844640 · Institution · as of Dec 31, 2025
Portfolio value
$891.64M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| V2X, Inc.VVX | $49.76M | 5.6% |
| Aar Corp | $45.49M | 5.1% |
| Silicon Motion Technology CORPSIMO | $43.34M | 4.9% |
| Huron Consulting Group Inc. | $42.24M | 4.7% |
| Marex Group PLC | $41.70M | 4.7% |
| Genius Sports Ltd | $41.56M | 4.7% |
| Ducommun Inc /De | $40.83M | 4.6% |
| Resideo Technologies, Inc. | $39.30M | 4.4% |
| Andersons, Inc. | $38.75M | 4.3% |
| Magnite, Inc. | $38.70M | 4.3% |
| Pennant Group, Inc. | $37.35M | 4.2% |
| Red Violet, Inc. | $36.37M | 4.1% |
| Stride, Inc. | $34.93M | 3.9% |
| nCino Inc. | $33.99M | 3.8% |
| Descartes Systems Group Inc | $29.31M | 3.3% |
| The Boyd Group Inc | $25.26M | 2.8% |
| Exzeo Group, Inc.XZO | $23.91M | 2.7% |
| Cardinal Infrastructure Group Inc. | $23.87M | 2.7% |
| Penguin Solutions, Inc.PENG | $23.70M | 2.7% |
| IES Holdings, Inc. | $23.18M | 2.6% |
| Janus International Group, Inc. | $22.75M | 2.6% |
| iRhythm Holdings, Inc. | $22.66M | 2.5% |
| Zeta Global Holdings Corp. | $21.34M | 2.4% |
| PDF Solutions, Inc. | $20.63M | 2.3% |
| United Natural Foods, Inc. | $17.88M | 2.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.