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 |
|---|---|---|---|---|---|---|---|
| HYPDHyperion Defi, Inc. | COM | 12,152 | $37.0K | <0.1% | −87,848−87.8% | Reduced | History |
| DHXDhi Group, Inc. | COM | 10,088 | $60.0K | 0.1% | −139,912−93.3% | Reduced | History |
| ENZBEnzo Biochem Inc | COM | 30,000 | $87.0K | 0.1% | −566,742−95.0% | Reduced | History |
| OFIXOrthofix Medical Inc. | COM | 7,452 | $244.0K | 0.3% | +7,452 | New | History |
| DCODucommun Inc | COM | 5,414 | $284.0K | 0.3% | 00.0% | Unchanged | History |
| ADTNADTRAN Holdings, Inc. | COM | 16,306 | $301.0K | 0.4% | −103,694−86.4% | Reduced | History |
| STLDSteel Dynamics Inc | COM | 6,000 | $501.0K | 0.6% | +6,000 | New | History |
| RNWKRealnetworks Inc | COM NEW | 930,504 | $540.0K | 0.6% | −69,496−6.9% | Reduced | History |
| PRTYParty City Holdco Inc. | COM | 169,766 | $608.0K | 0.7% | +169,766 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 15,000 | $830.0K | 1.0% | +15,000 | New | History |
| FRMEFirst Merchants Corp | COM | 20,878 | $869.0K | 1.0% | +20,878 | New | History |
| IIIInformation Services Group Inc. | COM | 135,028 | $920.0K | 1.1% | 00.0% | Unchanged | History |
| MTRNMATERION Corp | COM | 11,000 | $943.0K | 1.1% | +11,000 | New | History |
| MTXMinerals Technologies Inc | COM | 16,532 | $1.09M | 1.3% | +16,532 | New | History |
| POWLPowell Industries Inc | Stock | 66,000 | $1.28M | 1.5% | −50,500−43.3% | Reduced | History |
| IVACIntevac Inc | COM | 250,000 | $1.34M | 1.6% | −416,000−62.5% | Reduced | History |
| LOVSpark Networks SE | SPONSORED ADR | 500,000 | $1.35M | 1.6% | +500,000 | New | History |
| SLViShares Silver Trust | ETF | 100,000 | $2.29M | 2.7% | +100,000 | New | History |
| ARCArc Document Solutions, Inc. | COM | 700,119 | $2.73M | 3.3% | 00.0% | Unchanged | History |
| CVVCVD Equipment Corp | COM | 660,000 | $2.96M | 3.5% | 00.0% | Unchanged | History |
| SREVConcentrix Srev, Inc. | COM | 2,369,290 | $3.08M | 3.7% | +124,928+5.6% | Added | History |
| NXGNNextgen Healthcare, Inc. | COM | 150,000 | $3.14M | 3.8% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 25,000 | $4.52M | 5.4% | +25,000 | New | History |
| HBIOHarvard Bioscience Inc | COM | 776,253 | $4.82M | 5.8% | −23,747−3.0% | Reduced | History |
| CNDTCONDUENT Inc | COM | 1,000,000 | $5.16M | 6.2% | +500,000+100.0% | Added | History |
| ATNIATN International, Inc. | COM | 135,169 | $5.39M | 6.5% | −14,831−9.9% | Reduced | History |
| Atento S AL0427L204 | SHS | 200,000 | $5.53M | 6.6% | −31,092−13.5% | Reduced | – |
| LUNALuna Innovations Inc | COM | 1,314,031 | $10.1M | 12.1% | +362,929+38.2% | Added | History |
| ASPNAspen Aerogels Inc | COM | 321,414 | $11.1M | 13.3% | +178,714+125.2% | Added | History |
| TWINTwin Disc Inc | COM | 679,335 | $11.3M | 13.6% | 00.0% | Unchanged | 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.