Stock Taper 
OPHIR ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Aveanna Healthcare Holdings Inc. | AVAH | 5.1M | $43.71M |
 Target Hospitality Corp. | TH | 2.69M | $54.78M |
 Mama's Creations, Inc. | MAMA | 1.5M | $26.8M |
 Suncrete, Inc. Class A Common Stock | RMIX | 1.5M | $33.8M |
 EZCORP, Inc. | EZPW | 1.49M | $51.5M |
 Magnite, Inc. | MGNI | 1.45M | $27.52M |
 Marex Group Limited | MRX | 1.39M | $84.81M |
 Avient Corporation | AVNT | 1.35M | $49.89M |
 CareDx, Inc | CDNA | 1.26M | $36.05M |
 Applied Aerospace & Defense, Inc. | AADX | 1.2M | $27.27M |
 V2X, Inc. | VVX | 865.16K | $64.51M |
 BrightView Holdings, Inc. | BV | 782.13K | $11.08M |
 PDF Solutions, Inc. | PDFS | 607.34K | $42.99M |
 Red Violet, Inc. | RDVT | 509.19K | $32.45M |
 AAR Corp. | AIR | 447.14K | $63.91M |
 The Pennant Group, Inc. | PNTG | 416.7K | $15.4M |
 Astronics Corporation | ATRO | 385.79K | $31.35M |
 ePlus inc. | PLUS | 382.9K | $31.87M |
 Donnelley Financial Solutions, Inc. | DFIN | 368.19K | $15.45M |
 Cardinal Infrastructure Group Inc. | CDNL | 279.05K | $26.29M |