Ophir Asset Management Pty Ltd
Net seller this quarter
$1.22B
36
-$123M
48.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MRX | $84.8M | 6.98% | 1.91% | +11.6% | Q4 2025 |
 SXI | $70.9M | 5.83% | 1.64% | +0.6% | Q1 2026 |
 VVX | $64.5M | 5.31% | 2.76% | +2.1% | Q2 2024 |
 AIR | $63.9M | 5.26% | 1.12% | -17.2% | Q4 2024 |
 SIMO | $58.1M | 4.78% | 0.13% | -51.2% | Q3 2025 |
 TH | $54.8M | 4.51% | 2.68% | New | Q2 2026 |
 EZPW | $51.5M | 4.24% | Not reported | -7.9% | Q1 2026 |
 AVNT | $49.9M | 4.10% | 1.47% | New | Q2 2026 |
 WDFC | $49.3M | 4.05% | 1.51% | +91.3% | Q1 2026 |
 IESC | $46.1M | 3.79% | 0.32% | +14.1% | Q1 2024 |
 AVAH | $43.7M | 3.59% | 2.34% | New | Q2 2026 |
 PDFS | $43M | 3.54% | 1.45% | -46.6% | Q1 2024 |
 TRNS | $42.9M | 3.53% | 4.94% | -15.3% | Q1 2026 |
 AORT | $40.4M | 3.33% | 3.71% | +89.3% | Q4 2020 |
 CDNA | $36M | 2.96% | 2.46% | +28.0% | Q1 2025 |
 RMIX | $33.8M | 2.78% | 1500000.00% | New | Q2 2026 |
 RDVT | $32.4M | 2.67% | 3.61% | -24.1% | Q4 2020 |
 PLUS | $31.9M | 2.62% | 1.46% | New | Q2 2026 |
 ATRO | $31.3M | 2.58% | 0.95% | New | Q2 2026 |
 MRVI | $30.1M | 2.48% | Not reported | Not reported | Q4 2020 |
 MGNI | $27.5M | 2.26% | 1.01% | -31.5% | Q4 2025 |
| AADX | $27.3M | 2.24% | 0.69% | New | Q2 2026 |
 MAMA | $26.8M | 2.20% | 3.69% | +101.5% | Q1 2026 |
 CDNL | $26.3M | 2.16% | Not reported | -65.2% | Q4 2025 |
 DCO | $25.9M | 2.13% | 0.93% | -55.4% | Q3 2025 |
 IRTC | $24M | 1.97% | 0.61% | -40.0% | Q4 2024 |
 XMTR | $17.9M | 1.47% | 0.40% | +52.6% | Q1 2026 |
 DFIN | $15.4M | 1.27% | 1.49% | +238.8% | Q1 2025 |
 PNTG | $15.4M | 1.27% | 1.20% | -53.9% | Q1 2025 |
 MEC | $12.2M | 1.01% | 1.28% | New | Q2 2026 |
 BV | $11.1M | 0.91% | 0.84% | New | Q2 2026 |
 ANDE | $9.88M | 0.81% | 0.42% | -71.9% | Q4 2025 |
| ATROB | $5.3M | 0.44% | Not reported | New | Q2 2026 |
 SYNA | $4.8M | 0.40% | 0.10% | -87.7% | Q4 2020 |
 LYTS | $4.41M | 0.36% | 0.45% | -77.6% | Q1 2026 |
 BRCB | $2.28M | 0.19% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| AIR | $59.1M | 6.88% | 1.36% | -1.7% | Q4 2024 |
| VVX | $58M | 6.76% | 2.72% | -7.1% | Q2 2024 |
| MRX | $55.6M | 6.47% | 1.71% | +14.7% | Q4 2025 |
| SXI | $50.2M | 5.85% | 1.63% | New | Q1 2026 |
| EZPW | $41M | 4.78% | Not reported | New | Q1 2026 |
| SIMO | $40.1M | 4.67% | 0.27% | -23.6% | Q3 2025 |
| TRNS | $40.1M | 4.67% | 5.84% | New | Q1 2026 |
| IRTC | $39.6M | 4.62% | 1.02% | +163.0% | Q4 2024 |
| DCO | $38.2M | 4.45% | 2.09% | -27.1% | Q3 2025 |
| PDFS | $37.2M | 4.33% | 2.85% | +57.3% | Q1 2024 |
| ANDE | $36.9M | 4.30% | 1.52% | -29.4% | Q4 2025 |
| AORT | $34.8M | 4.06% | 1.99% | Not reported | Q4 2020 |
| CDNL | $31.8M | 3.71% | Not reported | -18.7% | Q4 2025 |
 PENG | $28.4M | 3.31% | 3.18% | +33.1% | Q1 2024 |
| PNTG | $27.6M | 3.21% | 2.60% | -31.9% | Q1 2025 |
| IESC | $26.2M | 3.05% | 0.28% | -7.6% | Q1 2024 |
| MGNI | $25.2M | 2.93% | 1.48% | -11.2% | Q4 2025 |
| RDVT | $23.2M | 2.70% | 4.75% | +5.0% | Q4 2020 |
| SYNA | $22.1M | 2.57% | 0.81% | Not reported | Q4 2020 |
| WDFC | $21.6M | 2.51% | 0.79% | New | Q1 2026 |
 TTMI | $20.1M | 2.34% | 0.20% | New | Q1 2026 |
| CDNA | $17.2M | 2.00% | 1.93% | +6.8% | Q1 2025 |
| LYTS | $13.8M | 1.60% | 2.01% | New | Q1 2026 |
 VIAV | $11.5M | 1.34% | 0.15% | -44.9% | Q2 2024 |
| MAMA | $11.4M | 1.33% | 1.83% | New | Q1 2026 |
 EVLV | $8.68M | 1.01% | 0.80% | New | Q1 2026 |
 ZETA | $7.88M | 0.92% | Not reported | -52.8% | Q4 2021 |
 YSS | $6.67M | 0.78% | 0.24% | New | Q1 2026 |
| DFIN | $5.12M | 0.60% | 0.43% | Not reported | Q1 2025 |
| XMTR | $4.95M | 0.58% | 0.26% | New | Q1 2026 |
 JBI | $4.31M | 0.50% | 0.60% | -76.0% | Q4 2025 |
 KRUS | $3.85M | 0.45% | Not reported | Not reported | Q4 2023 |
| BRCB | $3.55M | 0.41% | Not reported | Not reported | Q4 2025 |
 XZO | $2.82M | 0.33% | 0.21% | -80.5% | Q4 2025 |
| Q4 2025 | |||||
| VVX | $49.8M | 5.58% | 2.93% | +10.9% | Q2 2024 |
| AIR | $45.5M | 5.10% | 1.39% | -16.9% | Q4 2024 |
| SIMO | $43.3M | 4.86% | 0.35% | -7.5% | Q3 2025 |
 HURN | $42.2M | 4.74% | 1.42% | -19.0% | Q3 2025 |
| MRX | $41.7M | 4.68% | 1.49% | New | Q4 2025 |
 GENI | $41.6M | 4.66% | 37.72% | +28.9% | Q4 2023 |
| DCO | $40.8M | 4.58% | 2.87% | -5.8% | Q3 2025 |
 REZI | $39.3M | 4.41% | 0.75% | +28.6% | Q4 2020 |
| ANDE | $38.7M | 4.35% | 2.15% | New | Q4 2025 |
| MGNI | $38.7M | 4.34% | 1.67% | New | Q4 2025 |
| PNTG | $37.4M | 4.19% | 3.83% | +24.1% | Q1 2025 |
| RDVT | $36.4M | 4.08% | 4.51% | +0.7% | Q4 2020 |
 LRN | $34.9M | 3.92% | 1.26% | +165.0% | Q1 2021 |
 NCNO | $34M | 3.81% | 1.16% | New | Q4 2025 |
 DSGX | $29.3M | 3.29% | 0.39% | +61.3% | Q3 2025 |
 BGSI | $25.3M | 2.83% | 0.57% | New | Q4 2025 |
| XZO | $23.9M | 2.68% | 1.08% | New | Q4 2025 |
| CDNL | $23.9M | 2.68% | Not reported | New | Q4 2025 |
| PENG | $23.7M | 2.66% | 2.31% | +234.3% | Q1 2024 |
| IESC | $23.2M | 2.60% | 0.30% | -7.7% | Q1 2024 |
| JBI | $22.8M | 2.55% | 2.51% | New | Q4 2025 |
| IRTC | $22.7M | 2.54% | 0.40% | +25.7% | Q4 2024 |
| ZETA | $21.3M | 2.39% | Not reported | -46.2% | Q4 2021 |
| PDFS | $20.6M | 2.31% | 1.83% | Not reported | Q1 2024 |
 UNFI | $17.9M | 2.01% | 0.87% | -60.5% | Q3 2025 |
| CDNA | $17.4M | 1.96% | 1.82% | -57.9% | Q1 2025 |
 REAX | $14.4M | 1.62% | 1.88% | +24.9% | Q1 2025 |
 TRS | $11.5M | 1.29% | 0.86% | +45.9% | Q3 2025 |
| VIAV | $11.2M | 1.26% | 0.27% | -33.4% | Q2 2024 |
 ADTN | $9.29M | 1.04% | 1.34% | -11.2% | Q3 2025 |
| BRCB | $6.11M | 0.69% | Not reported | New | Q4 2025 |
| KRUS | $2.89M | 0.32% | Not reported | -76.5% | Q4 2023 |
| Q3 2025 | |||||
| AIR | $59.3M | 7.33% | 1.83% | Not reported | Q4 2024 |
| UNFI | $50.6M | 6.25% | 2.22% | New | Q3 2025 |
| SIMO | $47.9M | 5.92% | 0.38% | New | Q3 2025 |
| VVX | $47.8M | 5.90% | 2.61% | Not reported | Q2 2024 |
| HURN | $44.2M | 5.46% | 1.74% | New | Q3 2025 |
| DCO | $43.8M | 5.41% | 3.05% | New | Q3 2025 |
| ZETA | $38.8M | 4.79% | Not reported | Not reported | Q4 2021 |
| REZI | $37.6M | 4.64% | 0.58% | Not reported | Q4 2020 |
 POWL | $37M | 4.56% | 0.33% | Not reported | Q1 2024 |
| GENI | $36.2M | 4.48% | 15.82% | Not reported | Q4 2023 |
| RDVT | $33.1M | 4.09% | 4.54% | Not reported | Q4 2020 |
| CDNA | $32M | 3.95% | 4.28% | Not reported | Q1 2025 |
| LRN | $30.2M | 3.73% | 0.46% | Not reported | Q1 2021 |
| DFIN | $27.4M | 3.38% | 1.98% | Not reported | Q1 2025 |
| PNTG | $27M | 3.33% | 3.09% | Not reported | Q1 2025 |
| IESC | $25.7M | 3.17% | 0.33% | Not reported | Q1 2024 |
 TREX | $20.6M | 2.55% | 0.37% | New | Q3 2025 |
 WLY | $20M | 2.47% | 0.81% | Not reported | Q3 2024 |
| DSGX | $19.5M | 2.41% | 0.24% | New | Q3 2025 |
 ADMA | $18.4M | 2.27% | 0.53% | Not reported | Q1 2024 |
| AORT | $17.5M | 2.16% | 0.88% | Not reported | Q4 2020 |
| IRTC | $17.5M | 2.16% | 0.32% | Not reported | Q4 2024 |
| KRUS | $14M | 1.73% | Not reported | Not reported | Q4 2023 |
| REAX | $13.2M | 1.63% | 1.50% | Not reported | Q1 2025 |
| VIAV | $12M | 1.48% | 0.42% | Not reported | Q2 2024 |
| ADTN | $11.3M | 1.40% | 1.51% | New | Q3 2025 |
| PENG | $9.52M | 1.18% | 0.69% | Not reported | Q1 2024 |
 NGVC | $9.09M | 1.12% | 0.99% | New | Q3 2025 |
| TRS | $8.57M | 1.06% | 0.55% | New | Q3 2025 |