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Ophir Asset Management’s LSI Industries LYTS Stock Holding History

Ophir Asset Management’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.41M Sell
165,878
-573,506
-78% -$13.3M 0.36% 35
2026
Q1 		$13.8M Buy
+739,384
New +$15.3M 1.6% 23

Other funds holding LYTS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ophir Asset Management reduced its LSI Industries (LYTS) stake by 78% in Q2 2026, selling an estimated $13.3M and leaving 165,878 shares worth $4.41M. The position accounts for 0.36% of the portfolio, ranked #35.

Ophir Asset Management first reported a position in LYTS in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.8M in Q1 2026. 174 funds tracked by Wall St. Rank hold LYTS as of Q2 2026.

  • Ophir Asset Management held 165,878 shares of LSI Industries worth $4.41M as of Q2 2026.
  • Ophir Asset Management sold 573,506 LSI Industries shares in Q2 2026, an estimated $13.3M.
  • LSI Industries made up 0.36% of Ophir Asset Management's portfolio in Q2 2026, its #35 holding.
  • Ophir Asset Management first reported a position in LSI Industries in Q1 2026 and has held it in 2 quarters since.
  • Ophir Asset Management's LSI Industries position peaked at $13.8M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held LSI Industries as of Q2 2026.

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