Emerald Mutual Fund Advisers Trust’s Orthofix Medical OFIX Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio OFIX Stock Details OFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-66,322	Closed	-$971K	–	221
2025 Q3	$971K	Buy	66,322 +28,697	+76%	+$377K	0.05%	147
2025 Q2	$420K	Sell	37,625 -476,899	-93%	-$5.91M	0.03%	166
2025 Q1	$8.39M	Buy	514,524 +10,722	+2%	+$188K	0.6%	66
2024 Q4	$8.8M	Buy	503,802 +131,653	+35%	+$2.29M	0.53%	74
2024 Q3	$5.81M	Sell	372,149 -22,513	-6%	-$361K	0.3%	99
2024 Q2	$5.23M	Hold	394,662	–	–	0.27%	101
2024 Q1	$5.73M	Hold	394,662	–	–	0.3%	102
2023 Q4	$5.32M	Sell	394,662 -63,819	-14%	-$750K	0.28%	106
2023 Q3	$5.9M	Sell	458,481 -116,143	-20%	-$2.09M	0.36%	101
2023 Q2	$10.4M	Buy	574,624 +167,085	+41%	+$3.12M	0.56%	80
2023 Q1	$6.83M	Buy	+407,539	New	+$7.98M	0.4%	91

Other funds holding OFIX

ECM

Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's OFIX Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Orthofix Medical (OFIX) in Q4 2025, closing a stake of 66,322 shares — an estimated $971K sold.

Emerald Mutual Fund Advisers Trust first reported a position in OFIX in Q1 2023 and held it in 11 quarters. The position peaked at $10.4M in Q2 2023. 143 funds tracked by Wall St. Rank hold OFIX as of Q4 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Orthofix Medical position as of Q4 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 66,322 Orthofix Medical shares in Q4 2025, an estimated $971K.
Emerald Mutual Fund Advisers Trust first reported a position in Orthofix Medical in Q1 2023 and held it in 11 quarters.
Emerald Mutual Fund Advisers Trust's Orthofix Medical position peaked at $10.4M in Q2 2023.
143 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.