Fund Holdings — Ophir Asset Management Pty Ltd

Total Portfolio Value
$809.69M
Total Bought
$325.89M
Total Sold
$124.66M
Net Transaction
+$201.23M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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UNITED NATURAL FOODS INC(UNFI)01,344,200+1,344,200050,5696.25%+50,569
HURON CONSULTING GROUP INC(HURN)0301,420+301,420044,2395.46%+44,239
DUCOMMUN INC(DCO)242,009455,432+213,42322,15143,7815.41%+21,630
STRIDE INC(LRN)68,460202,983+134,5238,84230,2323.73%+21,391
RED VIOLET INC(RDVT)265,742634,226+368,48411,89233,1384.09%+21,246
TREX COMPANY INC(TREX)0398,865+398,865020,6092.55%+20,609
SILICON MOTION TECHNOLOGY(SIMO)364,569505,462+140,89327,94147,9235.92%+19,982
DESCARTES SYSTEMS GRP/THE(DSGX)0207,331+207,331019,5372.41%+19,537
V2X INC(VVX)613,343822,317+208,97428,98047,7685.90%+18,788
AAR CORP551,068661,463+110,39541,78259,3137.33%+17,531
VIAVI SOLUTIONS INC(VIAV)0944,885+944,885011,9911.48%+11,991
ADTRAN HOLDINGS INC(ADTN)01,204,749+1,204,749011,3011.40%+11,301
ZETA GLOBAL HOLDINGS CORP-A(ZETA)1,858,2781,950,323+92,04528,91538,7534.79%+9,838
DONNELLEY FINANCIAL SOLUTION(DFIN)290,938532,816+241,87818,57927,4033.38%+8,823
CAREDX INC(CDNA)1,892,9942,197,947+304,95324,34431,9583.95%+7,614
REAL BROKERAGE INC/THE(REAX)1,539,5583,165,619+1,626,0616,12713,2321.63%+7,105
PENNANT GROUP INC/THE1,048,7591,069,010+20,25123,67026,9603.33%+3,290
NATURAL GROCERS BY VITAMIN C(NGVC)227,166227,16608,5609,0871.12%+527
TRIMAS CORP(TRS)253,792221,862-31,9309,0608,5731.06%-488
GENIUS SPORTS LTD
SHARES CL A
3,299,4442,927,034-372,41037,11936,2374.48%-882
ARTIVION INC(AORT)619,634413,766-205,86819,56217,5192.16%-2,043
IES HOLDINGS INC(IESC)81,81464,539-17,27528,28525,6643.17%-2,621
BUTTERFLY NETWORK INC(BFLY)1,918,8040-1,918,8043,4730—-3,473
ADMA BIOLOGICS INC1,220,9231,255,235+34,31222,69718,4022.27%-4,295
POWELL INDUSTRIES INC(POWL)185,127121,240-63,88742,69636,9554.56%-5,741
KURA SUSHI USA INC-CLASS A(KRUS)223,724235,275+11,55120,09313,9781.73%-6,115
PENGUIN SOLUTIONS INC(PENG)716,474362,434-354,04017,1889,5251.18%-7,663
WILEY (JOHN) & SONS-CLASS A(WLY)702,788494,257-208,53127,68320,0032.47%-7,680
RESIDEO TECHNOLOGIES INC(REZI)1,605,562870,067-735,49545,79137,5694.64%-8,221
IRHYTHM TECHNOLOGIES INC(IRTC)202,084101,561-100,52328,30817,4672.16%-10,840
CADRE HOLDINGS INC(CDRE)668,8640-668,86421,8720—-21,872
TANDEM DIABETES CARE INC(TNDM)1,464,9560-1,464,95624,4210—-24,421
ENERSYS(ENS)309,9050-309,90528,7190—-28,719
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