Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ophir Asset Management Pty Ltd (CIK 1844640) reported $858.7M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AIR ($59.1M, 6.88%), VVX ($58.0M, 6.76%), MRX ($55.6M, 6.47%), SXI ($50.2M, 5.85%), EZPW ($41.0M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AIR | AAR CORP | $59.1M | 6.88% | 539,972 | Trimmed |
| 2 | VVX | V2X INC | $58.0M | 6.76% | 847,182 | Trimmed |
| 3 | MRX | MAREX GROUP PLC | $55.6M | 6.47% | 1.2M | Added |
| 4 | SXI | STANDEX INTERNATIONAL CORP | $50.2M | 5.85% | 197,012 | New |
| 5 | EZPW | EZCORP INC | $41.0M | 4.78% | 1.6M | New |
| 6 | SIMO | SILICON MOTION TECHNOLOGY INC | $40.1M | 4.67% | 357,044 | Trimmed |
| 7 | TRNS | TRANSCAT INC | $40.1M | 4.67% | 545,515 | New |
| 8 | IRTC | IRHYTHM HOLDINGS INC | $39.6M | 4.62% | 335,807 | Added |
| 9 | DCO | DUCOMMUN INC | $38.2M | 4.45% | 312,937 | Trimmed |
| 10 | PDFS | PDF SOLUTIONS INC | $37.2M | 4.33% | 1.1M | Added |
| 11 | ANDE | ANDERSONS INC | $36.9M | 4.30% | 514,364 | Trimmed |
| 12 | AORT | ARTIVION INC | $34.8M | 4.06% | 950,850 | New |
| 13 | CARDINAL INFRASTRUCTURE GROU | $31.8M | 3.71% | 802,739 | Trimmed | |
| 14 | PENG | PENGUIN SOLUTIONS INC | $28.4M | 3.31% | 1.6M | Added |
| 15 | PNTG | PENNANT GROUP INC | $27.6M | 3.21% | 903,881 | Trimmed |
| 16 | IESC | IES HOLDINGS INC | $26.2M | 3.05% | 55,033 | Trimmed |
| 17 | MGNI | MAGNITE INC | $25.2M | 2.93% | 2.1M | Trimmed |
| 18 | RDVT | RED VIOLET INC | $23.2M | 2.70% | 670,422 | Added |
| 19 | SYNA | SYNAPTICS INC | $22.1M | 2.57% | 315,107 | New |
| 20 | WDFC | WD-40 CO | $21.6M | 2.51% | 105,755 | New |
| 21 | TTMI | TTM TECHNOLOGIES | $20.1M | 2.34% | 206,439 | New |
| 22 | CDNA | CAREDX INC | $17.2M | 2.00% | 988,051 | Added |
| 23 | LYTS | LSI INDUSTRIES INC | $13.8M | 1.60% | 739,384 | New |
| 24 | VIAV | VIAVI SOLUTIONS INC | $11.5M | 1.34% | 346,916 | Trimmed |
| 25 | MAMA | MAMA'S CREATIONS INC | $11.4M | 1.33% | 745,137 | New |
Source: SEC Form 13F filings · as of 2026-03-31