Ophir Asset Management Pty Ltd: summary

Ophir Asset Management Pty Ltd reported 36 positions with a reported value of $1.22B in its 13F for Q2 2026. Compared with Q1 2026: 11 new positions, 9 exited.

Top positions

• MAREX GROUP PLC
• STANDEX INTERNATIONAL CORP/DE/
• V2X Inc
• AAR Corp
• SILICON MOTION TECHNOLOGY CO
• Target Hospitality Corp
• EZCORP Inc
• Avient Corp
• WD 40 CO COM
• IES HOLDINGS INC