OAM
CDNL

Ophir Asset Management’s Cardinal Infrastructure Group CDNL Stock Holding History

Ophir Asset Management’s Portfolio CDNL Stock Details CDNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.3M Sell
279,053
-523,686
-65% -$30.1M 2.16% 24
2026
Q1 		$31.8M Sell
802,739
-184,246
-19% -$5.34M 3.71% 13
2025
Q4 		$23.9M Buy
+986,985
New +$24.4M 2.68% 18

Other funds holding CDNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ophir Asset Management's CDNL Position: Q2 2026 in Review

Ophir Asset Management reduced its Cardinal Infrastructure Group (CDNL) stake by 65% in Q2 2026, selling an estimated $30.1M and leaving 279,053 shares worth $26.3M. The position accounts for 2.16% of the portfolio, ranked #24.

Ophir Asset Management first reported a position in CDNL in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.8M in Q1 2026. 159 funds tracked by Wall St. Rank hold CDNL as of Q2 2026.

  • Ophir Asset Management held 279,053 shares of Cardinal Infrastructure Group worth $26.3M as of Q2 2026.
  • Ophir Asset Management sold 523,686 Cardinal Infrastructure Group shares in Q2 2026, an estimated $30.1M.
  • Cardinal Infrastructure Group made up 2.16% of Ophir Asset Management's portfolio in Q2 2026, its #24 holding.
  • Ophir Asset Management first reported a position in Cardinal Infrastructure Group in Q4 2025 and has held it in 3 quarters since.
  • Ophir Asset Management's Cardinal Infrastructure Group position peaked at $31.8M in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Cardinal Infrastructure Group as of Q2 2026.

Based on Ophir Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.