Ophir Asset Management Pty Ltd

Q3 2025 13F Holdings

  • Location
    sydney, C3
  • Num holdings

    29

  • Value ($000)

    $809,686

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001844640
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AIR

AAR CORP

COM
000361105
$59.31M
7 %

661,463

U
UNFI

UNITED NATURAL FOODS INC

COM
911163103
$50.57M
6 %

1,344,200

S
SIMO

SILICON MOTION TECHNOLOGY

SPONSORED ADR
82706C108
$47.92M
6 %

505,462

V
VVX

V2X INC

COM
92242T101
$47.77M
6 %

822,317

---

HURON CONSULTING GROUP INC

COM
447462102
$44.24M
6 %

301,420

D
DCO

DUCOMMUN INC

COM
264147109
$43.78M
5 %

455,432

Z
ZETA

ZETA GLOBAL HOLDINGS CORP-A

CLA A
98956A105
$38.75M
5 %

1,950,323

R
REZI

RESIDEO TECHNOLOGIES INC

COM
76118Y104
$37.57M
5 %

870,067

P
POWL

POWELL INDUSTRIES INC

COM
739128106
$36.96M
5 %

121,240

---

GENIUS SPORTS LTD

SHARES CL A
G3934V109
$36.24M
5 %

2,927,034

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