Ophir Asset Management Pty Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| V2X INC | 0 | 912,274 | +912,274 | 0 | 49,764,547 | +49,764,547 |
| AAR CORP | 0 | 549,520 | +549,520 | 0 | 45,494,761 | +45,494,761 |
| SILICON MOTION TECHNOL-ADR | 0 | 467,564 | +467,564 | 0 | 43,343,183 | +43,343,183 |
| HURON CONSULTING GROUP INC | 0 | 244,302 | +244,302 | 0 | 42,242,259 | +42,242,259 |
| MAREX GROUP PLC | 0 | 1,087,160 | +1,087,160 | 0 | 41,703,458 | +41,703,458 |
| GENIUS SPORTS LTD | 0 | 3,771,695 | +3,771,695 | 0 | 41,564,079 | +41,564,079 |
| DUCOMMUN INC | 0 | 429,204 | +429,204 | 0 | 40,830,177 | +40,830,177 |
| RESIDEO TECHNOLOGIES INC | 0 | 1,119,007 | +1,119,007 | 0 | 39,299,526 | +39,299,526 |
| ANDERSONS INC/THE | 0 | 728,724 | +728,724 | 0 | 38,746,255 | +38,746,255 |
| MAGNITE INC | 0 | 2,384,187 | +2,384,187 | 0 | 38,695,355 | +38,695,355 |
| PENNANT GROUP INC/THE | 0 | 1,326,850 | +1,326,850 | 0 | 37,350,828 | +37,350,828 |
| RED VIOLET INC | 0 | 638,598 | +638,598 | 0 | 36,368,156 | +36,368,156 |
| STRIDE INC | 0 | 537,915 | +537,915 | 0 | 34,926,821 | +34,926,821 |
| NCINO INC | 0 | 1,325,484 | +1,325,484 | 0 | 33,985,410 | +33,985,410 |
| DESCARTES SYSTEMS GRP/THE | 0 | 334,391 | +334,391 | 0 | 29,312,715 | +29,312,715 |
| THE BOYD GROUP INC | 0 | 158,549 | +158,549 | 0 | 25,256,856 | +25,256,856 |
| EXZEO GROUP INC | 0 | 985,845 | +985,845 | 0 | 23,906,741 | +23,906,741 |
| CARDINAL INFRASTRUCTURE GR-A | 0 | 986,985 | +986,985 | 0 | 23,865,297 | +23,865,297 |
| PENGUIN SOLUTIONS INC | 0 | 1,211,612 | +1,211,612 | 0 | 23,699,131 | +23,699,131 |
| IES HOLDINGS INC | 0 | 59,575 | +59,575 | 0 | 23,175,867 | +23,175,867 |
| JANUS INTERNATIONAL GROUP IN | 0 | 3,479,005 | +3,479,005 | 0 | 22,752,693 | +22,752,693 |
| IRHYTHM HOLDINGS INC | 0 | 127,697 | +127,697 | 0 | 22,658,556 | +22,658,556 |
| ZETA GLOBAL HOLDINGS CORP-A | 0 | 1,048,509 | +1,048,509 | 0 | 21,337,158 | +21,337,158 |
| PDF SOLUTIONS INC | 0 | 723,127 | +723,127 | 0 | 20,630,813 | +20,630,813 |
| UNITED NATURAL FOODS INC | 0 | 531,027 | +531,027 | 0 | 17,879,679 | +17,879,679 |
| CAREDX INC | 0 | 925,433 | +925,433 | 0 | 17,435,158 | +17,435,158 |
| REAL BROKERAGE INC/THE | 0 | 3,952,949 | +3,952,949 | 0 | 14,428,264 | +14,428,264 |
| TRIMAS CORP | 0 | 323,742 | +323,742 | 0 | 11,476,654 | +11,476,654 |
| VIAVI SOLUTIONS INC | 0 | 629,466 | +629,466 | 0 | 11,217,084 | +11,217,084 |
| ADTRAN HOLDINGS INC | 0 | 1,069,420 | +1,069,420 | 0 | 9,293,260 | +9,293,260 |
| BLACK ROCK COFFEE BAR INC-A | 0 | 274,688 | +274,688 | 0 | 6,111,808 | +6,111,808 |
| KURA SUSHI USA INC-CLASS A | 0 | 55,193 | +55,193 | 0 | 2,888,250 | +2,888,250 |
| TRIMAS CORP | 221,862 | 0 | -221,862 | 8,572,748 | 0 | -8,572,748 |
| NATURAL GROCERS BY VITAMIN C | 227,166 | 0 | -227,166 | 9,086,640 | 0 | -9,086,640 |
| PENGUIN SOLUTIONS INC | 362,434 | 0 | -362,434 | 9,524,766 | 0 | -9,524,766 |
| ADTRAN HOLDINGS INC | 1,204,749 | 0 | -1,204,749 | 11,300,546 | 0 | -11,300,546 |
| VIAVI SOLUTIONS INC | 944,885 | 0 | -944,885 | 11,990,591 | 0 | -11,990,591 |
| REAL BROKERAGE INC/THE | 3,165,619 | 0 | -3,165,619 | 13,232,287 | 0 | -13,232,287 |
| KURA SUSHI USA INC-CLASS A | 235,275 | 0 | -235,275 | 13,977,688 | 0 | -13,977,688 |
| IRHYTHM TECHNOLOGIES INC | 101,561 | 0 | -101,561 | 17,467,476 | 0 | -17,467,476 |
| ARTIVION INC | 413,766 | 0 | -413,766 | 17,518,852 | 0 | -17,518,852 |
| ADMA BIOLOGICS INC | 1,255,235 | 0 | -1,255,235 | 18,401,745 | 0 | -18,401,745 |
| DESCARTES SYSTEMS GRP/THE | 207,331 | 0 | -207,331 | 19,536,800 | 0 | -19,536,800 |
| WILEY (JOHN) & SONS-CLASS A | 494,257 | 0 | -494,257 | 20,002,581 | 0 | -20,002,581 |
| TREX COMPANY INC | 398,865 | 0 | -398,865 | 20,609,355 | 0 | -20,609,355 |
| IES HOLDINGS INC | 64,539 | 0 | -64,539 | 25,663,933 | 0 | -25,663,933 |
| PENNANT GROUP INC/THE | 1,069,010 | 0 | -1,069,010 | 26,960,432 | 0 | -26,960,432 |
| DONNELLEY FINANCIAL SOLUTION | 532,816 | 0 | -532,816 | 27,402,727 | 0 | -27,402,727 |
| STRIDE INC | 202,983 | 0 | -202,983 | 30,232,288 | 0 | -30,232,288 |
| CAREDX INC | 2,197,947 | 0 | -2,197,947 | 31,958,149 | 0 | -31,958,149 |
| RED VIOLET INC | 634,226 | 0 | -634,226 | 33,138,309 | 0 | -33,138,309 |
| GENIUS SPORTS LTD | 2,927,034 | 0 | -2,927,034 | 36,236,681 | 0 | -36,236,681 |
| POWELL INDUSTRIES INC | 121,240 | 0 | -121,240 | 36,955,164 | 0 | -36,955,164 |
| RESIDEO TECHNOLOGIES INC | 870,067 | 0 | -870,067 | 37,569,493 | 0 | -37,569,493 |
| ZETA GLOBAL HOLDINGS CORP-A | 1,950,323 | 0 | -1,950,323 | 38,752,918 | 0 | -38,752,918 |
| DUCOMMUN INC | 455,432 | 0 | -455,432 | 43,780,678 | 0 | -43,780,678 |
| HURON CONSULTING GROUP INC | 301,420 | 0 | -301,420 | 44,239,413 | 0 | -44,239,413 |
| V2X INC | 822,317 | 0 | -822,317 | 47,768,395 | 0 | -47,768,395 |
| SILICON MOTION TECHNOLOGY | 505,462 | 0 | -505,462 | 47,922,852 | 0 | -47,922,852 |
| UNITED NATURAL FOODS INC | 1,344,200 | 0 | -1,344,200 | 50,568,804 | 0 | -50,568,804 |
| AAR CORP | 661,463 | 0 | -661,463 | 59,313,387 | 0 | -59,313,387 |