account_balance
Investment manager · 13F filer · SEC CIK 1844640
Ophir Asset Management Pty Ltd
Reported value$1.22Bas of Jun 30, 2026
Positions36 11 new, 9 sold out
Top 10 weight48.8%MRX alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MRXMarex Group PLC
7.0%Added +12%
SXIStandex International Corp
5.8%
VVXV2x Inc
5.3%Added +2%
AIRAar Corp
5.3%Trimmed −17%
SIMOSilicon Motion Technol-adr
4.8%Trimmed −51%
THTarget Hospitality Corp
4.5%New
EZPWEzcorp Inc-cl A
4.2%Trimmed −8%
AVNTAvient Corp
4.1%New
WDFCWd-40 Co
4.1%Added +91%
IESCIes Holdings Inc
3.8%Added +14%
AVAHAveanna Healthcare Holdings
3.6%New
PDFSPDF Solutions Inc
3.5%Trimmed −47%
MRXMarex Group PLC
7.0%Added +12%
SXI5.8%VVX5.3%AIRAar Corp
5.3%Trimmed −17%
SIMOSilicon Motion Technol-adr
4.8%Trimmed −51%
THTarget Hospitality Corp
4.5%New
EZPW4.2%AVNT4.1%WDFC4.1%IESC3.8%AVAH3.6%PDFS3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MRX Marex Group PLC 7.0% Added +12%SXI Standex International Corp 5.8% HeldVVX V2x Inc 5.3% Added +2%AIR Aar Corp 5.3% Trimmed −17%SIMO Silicon Motion Technol-adr 4.8% Trimmed −51%TH Target Hospitality Corp 4.5% NewEZPW Ezcorp Inc-cl A 4.2% Trimmed −8%AVNT Avient Corp 4.1% NewWDFC Wd-40 Co 4.1% Added +91%IESC Ies Holdings Inc 3.8% Added +14%AVAH Aveanna Healthcare Holdings 3.6% NewPDFS PDF Solutions Inc 3.5% Trimmed −47%
What changed