Ophir Asset Management Pty Ltd holds a focused book of 34 stocks worth $858.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Standex International Corp and trimmed Aar Corp. Their largest long position is Aar Corp at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844640/holdings"
Use Arkolith to show Ophir Asset Management Pty Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aar Corp COM | $59.1M | 540.0K | 6.9% | ▼−1.7% Reduced · −10K sh | |
| 2 | V2X Inc COM | $58.0M | 847.2K | 6.8% | ▼−7.1% Reduced · −65K sh | |
| 3 | Marex Group PLC COM | $55.6M | 1.25M | 6.5% | ▲+15% Added · +159K sh | |
| 4 | Standex International Corp COM | $50.2M | 197.0K | 5.8% | ▲New New position | |
| 5 | Ezcorp Inc CL A | $41.0M | 1.62M | 4.8% | ▲New New position | |
| 6 | Silicon Motion Technology Inc SPONSORED ADR | $40.1M | 357.0K | 4.7% | ▼−24% Reduced · −111K sh | |
| 7 | Transcat Inc COM | $40.1M | 545.5K | 4.7% | ▲New New position | |
| 8 | Irhythm Holdings Inc COM | $39.6M | 335.8K | 4.6% | ▲+163% Added · +208K sh | |
| 9 | Ducommun Inc COM | $38.2M | 312.9K | 4.4% | ▼−27% Reduced · −116K sh | |
| 10 | PDF Solutions Inc COM | $37.2M | 1.14M | 4.3% | ▲+57% Added · +414K sh | |
| 11 | Andersons Inc COM | $36.9M | 514.4K | 4.3% | ▼−29% Reduced · −214K sh | |
| 12 | Artivion Inc COM | $34.8M | 950.9K | 4.1% | ▲New New position | |
| 13 | Cardinal Infrastructure Grou CL A | $31.8M | 802.7K | 3.7% | ▼−19% Reduced · −184K sh | |
| 14 | Penguin Solutions Inc COM | $28.4M | 1.61M | 3.3% | ▲+33% Added · +402K sh | |
| 15 | Pennant Group Inc COM | $27.6M | 903.9K | 3.2% | ▼−32% Reduced · −423K sh | |
| 16 | Ies Holdings Inc COM | $26.2M | 55.0K | 3.1% | ▼−7.6% Reduced · −5K sh | |
| 17 | Magnite Inc COM | $25.2M | 2.12M | 2.9% | ▼−11% Reduced · −266K sh | |
| 18 | Red Violet Inc COM | $23.2M | 670.4K | 2.7% | ▲+5.0% Added · +32K sh | |
| 19 | Synaptics Inc COM | $22.1M | 315.1K | 2.6% | ▲New New position | |
| 20 | WD-40 Co COM | $21.6M | 105.8K | 2.5% | ▲New New position | |
| 21 | TTM Technologies COM | $20.1M | 206.4K | 2.3% | ▲New New position | |
| 22 | Caredx Inc COM | $17.2M | 988.1K | 2.0% | ▲+6.8% Added · +63K sh | |
| 23 | Lsi Industries Inc COM | $13.8M | 739.4K | 1.6% | ▲New New position | |
| 24 | Viavi Solutions Inc COM | $11.5M | 346.9K | 1.3% | ▼−45% Reduced · −283K sh | |
| 25 | Mama's Creations Inc COM | $11.4M | 745.1K | 1.3% | ▲New New position | |
| 26 | Evolv Technologies Holdings COM | $8.7M | 1.44M | 1.0% | ▲New New position | |
| 27 | Zeta Global Holdings Corp CL A | $7.9M | 495.1K | 0.9% | ▼−53% Reduced · −553K sh | |
| 28 | York Space Systems Inc COM | $6.7M | 300.7K | 0.8% | ▲New New position | |
| 29 | Donnelley Financial Solution COM | $5.1M | 108.7K | 0.6% | ▲New New position | |
| 30 | Xometry Inc CL A | $5.0M | 121.2K | 0.6% | ▲New New position | |
| 31 | Janus International Group In COM | $4.3M | 836.6K | 0.5% | ▼−76% Reduced · −2.6M sh | |
| 32 | Kura Sushi USA Inc CL A | $3.9M | 55.2K | 0.4% | —Held | |
| 33 | Black Rock Coffee Bar Inc CL A | $3.5M | 274.7K | 0.4% | —Held | |
| 34 | Exzeo Group Inc COM | $2.8M | 192.3K | 0.3% | ▼−80% Reduced · −794K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.