Ophir Asset Management Pty LTD Purchases and Sells in Q3 2025

Ophir Asset Management Pty LTD

$800 Million
Q3 2025

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DCO	213K + 88.19%	$82.72 - $96.13 $17.7M - $20.5M	455K $43.8M
AIR	110K + 20.03%	$69.47 - $89.67 $7.67M - $9.9M	661K $59.3M
SIMO	141K + 38.65%	$71.17 - $95.06 $10M - $13.4M	505K $47.9M
LRN	135K + 196.5%	$128.23 - $169.81 $17.2M - $22.8M	203K $30.2M
RDVT	368K + 138.66%	$41.14 - $52.46 $15.2M - $19.3M	634K $33M
VVX	209K + 34.07%	$46.71 - $61.81 $9.76M - $12.9M	822K $47.8M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNFI	1.34M New	$22.62 - $37.62 $30.4M - $50.6M	1.34M $50.6M
HURN	301K New	$121.98 - $146.77 $36.8M - $44.2M	301K $44.2M
TREX	399K New	$50.48 - $68.49 $20.1M - $27.3M	399K $20.6M
DSGX	207K New	$94.23 - $107.79 $19.5M - $22.3M	207K $19.5M
VIAV	945K New	$9.76 - $12.69 $9.22M - $12M	945K $12M
ADTN	1.2M New	$8.09 - $10.61 $9.75M - $12.8M	1.2M $11.3M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IRTC	-101K - 49.74%	$132.29 - $187.07 $13.3M - $18.8M	102K $17.5M
WLY	-209K - 29.67%	$37.89 - $43.52 $7.9M - $9.08M	494K $20M
POWL	-63.9K - 34.51%	$205.47 - $304.3 $13.1M - $19.4M	121K $36.8M
AORT	-206K - 33.22%	$30.29 - $44.83 $6.24M - $9.23M	414K $17.5M
PENGUIN SOLUTIONS INC	-354K - 49.41%	N/A	362K $0
TRS	-31.9K - 12.58%	$29.05 - $40.02 $928K - $1.28M	222K $8.57M

Activity Summary All Purchases 19 New Holdings 6 Increased Positions 13 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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