Stock Taper 
OPHIR ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Aerospace & Defense, Inc. | AADX | 1.2M | $27.27M |
 CareDx, Inc | CDNA | 1.26M | $36.05M |
 Avient Corporation | AVNT | 1.35M | $49.89M |
 Marex Group Limited | MRX | 1.39M | $84.81M |
 Magnite, Inc. | MGNI | 1.45M | $27.52M |
 EZCORP, Inc. | EZPW | 1.49M | $51.5M |
 Suncrete, Inc. Class A Common Stock | RMIX | 1.5M | $33.8M |
 Mama's Creations, Inc. | MAMA | 1.5M | $26.8M |
 Target Hospitality Corp. | TH | 2.69M | $54.78M |
 Aveanna Healthcare Holdings Inc. | AVAH | 5.1M | $43.71M |