Ophir Asset Management Pty Ltd: 13F holdings
CIK 18446402026Q2
| Positions | 36 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 36 (+2 vs prior quarter) |
|---|
| Reported value | $1.2bn (+41.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MAREX GROUP PLC | 1,391,511 | $84.8m | 7.0% |
| SXI STANDEX INTERNATIONAL CORP | 198,182 | $70.9m | 5.8% |
| VVX V2X INC | 865,160 | $64.5m | 5.3% |
| AIR AAR CORP | 447,138 | $63.9m | 5.3% |
| SIMO SILICON MOTION TECHNOL-ADR | 174,335 | $58.1m | 4.8% |
| TH TARGET HOSPITALITY CORP | 2,690,673 | $54.8m | 4.5% |
| EZPW EZCORP INC-CL A | 1,489,613 | $51.5m | 4.2% |
| AVNT AVIENT CORP | 1,349,760 | $49.9m | 4.1% |
| WDFC WD-40 CO | 202,300 | $49.3m | 4.1% |
| IESC IES HOLDINGS INC | 62,763 | $46.1m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844640")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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