StockDriftsStockDriftsTop 34 Ophir Asset Management Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AIR | AAR CORP | 6.88% | 540.0K | $59.1M | -1.74%(-9.55K) | $64.67(+61.67%) | 2026-03-31 | |
| VVX | V2X INC | 6.76% | 847.2K | $58.0M | -7.14%(-65.09K) | $51.04(+35.92%) | 2026-03-31 | |
| MRX | MAREX GROUP PLC | 6.47% | 1.25M | $55.6M | +14.66%(+159.39K) | $36.69(+53.23%) | 2026-03-31 | |
| SXI | STANDEX INTERNATIONAL CORP | 5.85% | 197.0K | $50.2M | new | $236.07(+5.35%) | 2026-03-31 | |
| EZPW | EZCORP INC | 4.78% | 1.62M | $41.0M | new | $22.40(+47.32%) | 2026-03-31 | |
| SIMO | SILICON MOTION TECHNOLOGY INC | 4.67% | 357.0K | $40.1M | -23.64%(-110.52K) | $69.09(+276.29%) | 2026-03-31 | |
| TRNS | TRANSCAT INC | 4.67% | 545.5K | $40.1M | new | $65.09(+15.49%) | 2026-03-31 | |
| IRTC | IRHYTHM HOLDINGS INC | 4.62% | 335.8K | $39.6M | +162.97%(+208.11K) | $130.01(-12.32%) | 2026-03-31 | |
| DCO | DUCOMMUN INC | 4.45% | 312.9K | $38.2M | -27.09%(-116.27K) | $79.37(+81.10%) | 2026-03-31 | |
| PDFS | PDF SOLUTIONS INC | 4.33% | 1.14M | $37.2M | +57.28%(+414.22K) | $32.38(+38.05%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.17% | +96.13% |
| Top 20 Holdings Unweighted | +21.67% | +80.13% |
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