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Andrew Mitchell & Steven Ng — Institutional Investor Profile | Buyside Digest

Andrew Mitchell & Steven Ng

Institutional Investor • Ophir

Value

$965M

Stocks

35 Stocks (1 new)

Turnover

0.0%

CIK

0001844640EDGAR ↗

Top Holdings

AADX(95.84%) LONDON STOCK EXCHANGE-MRX.L(0.30%) SXI(0.25%) VVX(0.23%) NEW YORK STOCK EXCHANGE-AIR(0.22%)

Investor Philosophy

Investment philosophy details pending verification.

Andrew Mitchell & Steven Ng Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AADX	None	AADX	General	$27271.4M	95.8%	+100.0%
LONDON STOCK EXCHANGE-MRX.L	None	Marex Group plc	General	$84.8M	0.3%	No Change
SXI	None	Standex	General	$70.9M	0.3%	No Change
VVX	None	V2X INC	General	$64.5M	0.2%	No Change
NEW YORK STOCK EXCHANGE-AIR	None	AAR Corp.	Industrials	$63.9M	0.2%	No Change
SIMO	None	Silicon Motion Technology Corporation	Information Technology	$58.1M	0.2%	No Change
TH	None	Target Hospitality Corp	General	$54.8M	0.2%	No Change
EZPW	None	EZCORP, Inc.	General	$51.5M	0.2%	No Change
AVNT	None	Avient Corporation	General	$49.9M	0.2%	No Change
WDFC	None	Wd-40 Co - US	Materials	$49.3M	0.2%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
AADXAADX	$27271.4M	+100.0%	95.8%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General97.8%

Industrials0.8%

Health Care0.4%

Information Technology0.4%

Technology0.3%

Sector	Stocks	Value	Exposure
General	15	$27821.7M	97.8%
Industrials	7	$227.9M	0.8%
Health Care	4	$115.9M	0.4%
Information Technology	4	$110.8M	0.4%
Technology	2	$74.9M	0.3%
Materials	1	$49.3M	0.2%
Communication Services	1	$27.5M	0.1%
Consumer Staples	1	$26.8M	0.1%