13F Insight
DOSSIER · 13F-HR · Q2 2026

Ophir Asset Management Pty Ltd

$1.2B in tracked AUM across 36 positions as of Q2 2026.

OA
CIK 0001844640 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
36
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Ophir Asset Management Pty Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
G5S37H101
MAREX GROUP PLC
$85M1.4M7.0%02
SXI
STANDEX INTERNATIONAL CORP
$71M198K5.8%03
VVX
V2X INC
$65M865K5.3%04
AIR
AAR CORP
$64M447K5.3%05
SIMO
SILICON MOTION TECHNOL-ADR
$58M174K4.8%06
TH
TARGET HOSPITALITY CORP
$55M2.7M4.5%07
EZPW
EZCORP INC-CL A
$51M1.5M4.2%08
AVNT
AVIENT CORP
$50M1.3M4.1%09
WDFC
WD-40 CO
$49M202K4.1%10
IESC
IES HOLDINGS INC
$46M63K3.8%

Filing history

2026Q2Jun 30
$1.2B▲ 41.6%
36 positionsView →2026Q1Mar 31
$859M▼ 3.7%
34 positionsView →2025Q4Dec 31
$892M▲ 10.1%
32 positionsView →2025Q3Sep 30
$810M▲ 28.8%
29 positionsView →2025Q2Jun 30
$629M▲ 104.9%
27 positionsLocked2025Q1Mar 31
$307M▼ 54.3%
19 positionsLocked2024Q4Dec 31
$672M▲ 3.3%
30 positionsLocked2024Q3Sep 30
$650M▲ 15.2%
31 positionsLocked2024Q2Jun 30
$564M▼ 1.1%
33 positionsLocked2024Q1Mar 31
$571M▲ 13.3%
32 positionsLocked2023Q4Dec 31
$504M▲ 18.7%
30 positionsLocked2023Q3Sep 30
$424M▼ 11.6%
28 positionsLocked
Showing 12 of 23