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 weight49%MRX alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MRX
Marex Group PLC
7.0%Added
SXI
Standex International Corp
5.8%
VVX
V2x INC
5.3%Added
AIR
Aar Corp
5.3%Trimmed
SIMO
Silicon Motion Technol-adr
4.8%Trimmed
TH
Target Hospitality Corp
4.5%New
EZPW
Ezcorp Inc-cl A
4.2%Trimmed
AVNT
Avient Corp
4.1%New
WDFC
Wd-40 CO
4.1%Added
IESC
Ies Holdings INC
3.8%Added
26 others
51.2%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed