Ophir Asset Management Pty Ltd — 13F holdings

Ophir Asset Management Pty Ltd reported 36 holdings worth $1.22B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. MRX MAREX GROUP PLC — $84.8M (7.0%)
  2. SXI STANDEX INTL CORP — $70.9M (5.8%)
  3. VVX V2X INC — $64.5M (5.3%)
  4. AIR AAR CORP — $63.9M (5.3%)
  5. SIMO SILICON MOTION TECHNOLOGY CO — $58.1M (4.8%)
  6. TH TARGET HOSPITALITY CORP — $54.8M (4.5%)
  7. EZPW EZCORP INC — $51.5M (4.2%)
  8. AVNT AVIENT CORPORATION — $49.9M (4.1%)
  9. WDFC WD 40 CO — $49.3M (4.1%)
  10. IESC IES HLDGS INC — $46.1M (3.8%)