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Ophir Asset Management Pty Ltd

All holdings · as of Dec 31, 2025

32 positions

CompanyClassValueShares% of portfolio
V2X, Inc.VVXCommon Stock$49.76M912,2745.6%
AAR CORP—$45.49M549,5205.1%
Silicon Motion Technology CORPSIMOADR$43.34M467,5644.9%
Huron Consulting Group Inc.—$42.24M244,3024.7%
MAREX GROUP PLC—$41.70M1,087,1604.7%
Genius Sports Ltd—$41.56M3,771,6954.7%
DUCOMMUN INC /DE—$40.83M429,2044.6%
RESIDEO TECHNOLOGIES, INC.—$39.30M1,119,0074.4%
Andersons, Inc.—$38.75M728,7244.3%
MAGNITE, INC.—$38.70M2,384,1874.3%
Pennant Group, Inc.—$37.35M1,326,8504.2%
Red Violet, Inc.—$36.37M638,5984.1%
STRIDE, INC.—$34.93M537,9153.9%
nCino Inc.—$33.99M1,325,4843.8%
DESCARTES SYSTEMS GROUP INC—$29.31M334,3913.3%
THE BOYD GROUP INC—$25.26M158,5492.8%
Exzeo Group, Inc.XZOCommon Stock$23.91M985,8452.7%
Cardinal Infrastructure Group Inc.—$23.87M986,9852.7%
Penguin Solutions, Inc.PENGCommon Stock$23.70M1,211,6122.7%
IES Holdings, Inc.—$23.18M59,5752.6%
Janus International Group, Inc.—$22.75M3,479,0052.6%
iRhythm Holdings, Inc.—$22.66M127,6972.5%
Zeta Global Holdings Corp.—$21.34M1,048,5092.4%
PDF Solutions, Inc.—$20.63M723,1272.3%
United Natural Foods, Inc.—$17.88M531,0272.0%
CareDx, Inc.—$17.44M925,4332.0%
Real Brokerage Inc—$14.43M3,952,9491.6%
TRIMAS CORP—$11.48M323,7421.3%
VIAVI SOLUTIONS INC.—$11.22M629,4661.3%
ADTRAN Holdings, Inc.—$9.29M1,069,4201.0%
Black Rock Coffee Bar, Inc.—$6.11M274,6880.7%
Kura Sushi USA, Inc.—$2.89M55,1930.3%
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