AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 26, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 30
- +8 vs. Q4 2021
- Portfolio value
- $83.4M
- +$14.9M (+21.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWINTwin Disc Inc | COM | 679,335 | $11.3M | 13.6% | 00.0% | Unchanged | History |
| ASPNAspen Aerogels Inc | COM | 321,414 | $11.1M | 13.3% | +178,714+125.2% | Added | History |
| LUNALuna Innovations Inc | COM | 1,314,031 | $10.1M | 12.1% | +362,929+38.2% | Added | History |
| Atento S AL0427L204 | SHS | 200,000 | $5.53M | 6.6% | −31,092−13.5% | Reduced | – |
| ATNIATN International, Inc. | COM | 135,169 | $5.39M | 6.5% | −14,831−9.9% | Reduced | History |
| CNDTCONDUENT Inc | COM | 1,000,000 | $5.16M | 6.2% | +500,000+100.0% | Added | History |
| HBIOHarvard Bioscience Inc | COM | 776,253 | $4.82M | 5.8% | −23,747−3.0% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 25,000 | $4.52M | 5.4% | +25,000 | New | History |
| NXGNNextgen Healthcare, Inc. | COM | 150,000 | $3.14M | 3.8% | 00.0% | Unchanged | History |
| SREVConcentrix Srev, Inc. | COM | 2,369,290 | $3.08M | 3.7% | +124,928+5.6% | Added | History |
| CVVCVD Equipment Corp | COM | 660,000 | $2.96M | 3.5% | 00.0% | Unchanged | History |
| ARCArc Document Solutions, Inc. | COM | 700,119 | $2.73M | 3.3% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 100,000 | $2.29M | 2.7% | +100,000 | New | History |
| LOVSpark Networks SE | SPONSORED ADR | 500,000 | $1.35M | 1.6% | +500,000 | New | History |
| IVACIntevac Inc | COM | 250,000 | $1.34M | 1.6% | −416,000−62.5% | Reduced | History |
| POWLPowell Industries Inc | Stock | 66,000 | $1.28M | 1.5% | −50,500−43.3% | Reduced | History |
| MTXMinerals Technologies Inc | COM | 16,532 | $1.09M | 1.3% | +16,532 | New | History |
| MTRNMATERION Corp | COM | 11,000 | $943.0K | 1.1% | +11,000 | New | History |
| IIIInformation Services Group Inc. | COM | 135,028 | $920.0K | 1.1% | 00.0% | Unchanged | History |
| FRMEFirst Merchants Corp | COM | 20,878 | $869.0K | 1.0% | +20,878 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 15,000 | $830.0K | 1.0% | +15,000 | New | History |
| PRTYParty City Holdco Inc. | COM | 169,766 | $608.0K | 0.7% | +169,766 | New | History |
| RNWKRealnetworks Inc | COM NEW | 930,504 | $540.0K | 0.6% | −69,496−6.9% | Reduced | History |
| STLDSteel Dynamics Inc | COM | 6,000 | $501.0K | 0.6% | +6,000 | New | History |
| ADTNADTRAN Holdings, Inc. | COM | 16,306 | $301.0K | 0.4% | −103,694−86.4% | Reduced | History |
| DCODucommun Inc | COM | 5,414 | $284.0K | 0.3% | 00.0% | Unchanged | History |
| OFIXOrthofix Medical Inc. | COM | 7,452 | $244.0K | 0.3% | +7,452 | New | History |
| ENZBEnzo Biochem Inc | COM | 30,000 | $87.0K | 0.1% | −566,742−95.0% | Reduced | History |
| DHXDhi Group, Inc. | COM | 10,088 | $60.0K | 0.1% | −139,912−93.3% | Reduced | History |
| HYPDHyperion Defi, Inc. | COM | 12,152 | $37.0K | <0.1% | −87,848−87.8% | Reduced | History |
Options (5)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.