SEC 13F Intelligence

Ophir Asset Management Pty Ltd / IESC

Ophir Asset Management Pty Ltd’s Ies Holdings Inc Position

Does Ophir Asset Management Pty Ltd own Ies Holdings Inc (IESC)? Yes — 55.0K shares worth $26M (+3.05% of its 13F portfolio) as of Q1 2026, down from 59.6K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
55.0K
% of Portfolio
+3.05%
Quarters Held
9
currently held

Position History IESC

Reported value by quarter
Q1 ’24: $7MQ1 ’24Q2 ’24: $17MQ3 ’24: $30MQ3 ’24Q4 ’24: $18MQ1 ’25: $13MQ1 ’25Q2 ’25: $28MQ3 ’25: $26MQ3 ’25Q4 ’25: $23MQ1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202655.0K$26M+3.05%
Q4 202559.6K$23M+2.60%
Q3 202564.5K$26M+3.17%
Q2 202581.8K$28M+4.50%
Q1 202576.4K$13M+2.20%
Q4 202489.7K$18M+2.68%
Q3 2024150.7K$30M+4.63%
Q2 2024122.2K$17M+3.02%
Q1 202457.4K$7M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ophir Asset Management Pty Ltd’s full portfolio or all institutional holders of IESC.