§ 13F · FUND PROFILE
Ophir Asset Management Pty Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 34Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$280M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AIR | AAR CORP | 540K | $59M | 6.9% | −2% |
| 2 | VVX | V2X INC | 847K | $58M | 6.8% | −7% |
| 3 | MRX | MAREX GROUP PLC | 1.25M | $56M | 6.5% | +15% |
| 4 | SXI | STANDEX INTERNATIONAL CORP | 197K | $50M | 5.8% | NEW |
| 5 | EZPW | EZCORP INC | 1.62M | $41M | 4.8% | NEW |
| 6 | SIMO | SILICON MOTION TECHNOLOGY INC | 357K | $40M | 4.7% | −24% |
| 7 | TRNS | TRANSCAT INC | 546K | $40M | 4.7% | NEW |
| 8 | IRTC | IRHYTHM HOLDINGS INC | 336K | $40M | 4.6% | +163% |
| 9 | DCO | DUCOMMUN INC | 313K | $38M | 4.4% | −27% |
| 10 | PDFS | PDF SOLUTIONS INC | 1.14M | $37M | 4.3% | +57% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OPHIR SIGNAL
AC read
Ophir Asset Management Pty Ltd is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed