AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 4, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 17
- 0 vs. Q2 2022
- Portfolio value
- $55.8M
- +$5.14M (+10.2%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWINTwin Disc Inc | COM | 677,392 | $7.77M | 13.9% | 00.0% | Unchanged | History |
| LUNALuna Innovations Inc | COM | 1,660,026 | $7.37M | 13.2% | 00.0% | Unchanged | History |
| TATravelCenters of America Inc. | COM NEW | 115,560 | $6.23M | 11.2% | +60,922+111.5% | Added | History |
| HBIOHarvard Bioscience Inc | COM | 1,620,783 | $4.15M | 7.4% | +370,783+29.7% | Added | History |
| ATNIATN International, Inc. | COM | 99,000 | $3.82M | 6.8% | −1,000−1.0% | Reduced | History |
| CVVCVD Equipment Corp | COM | 660,000 | $3.43M | 6.2% | 00.0% | Unchanged | History |
| DGIIDigi International Inc | COM | 97,592 | $3.37M | 6.0% | +97,592 | New | History |
| CNDTCONDUENT Inc | COM | 1,000,000 | $3.34M | 6.0% | 00.0% | Unchanged | History |
| NXGNNextgen Healthcare, Inc. | COM | 150,000 | $2.65M | 4.8% | 00.0% | Unchanged | History |
| OFIXOrthofix Medical Inc. | COM | 125,000 | $2.39M | 4.3% | +125,000 | New | History |
| ARCArc Document Solutions, Inc. | COM | 1,000,000 | $2.26M | 4.1% | +299,881+42.8% | Added | History |
| LOVSpark Networks SE | SPONSORED ADR | 1,123,947 | $2.15M | 3.8% | +63,448+6.0% | Added | History |
| WPRTWestport Fuel Systems Inc. | COM NEW | 2,000,000 | $1.74M | 3.1% | +828,866+70.8% | Added | History |
| SSYSStratasys Ltd. | SHS | 120,000 | $1.73M | 3.1% | +120,000 | New | History |
| BCOVBrightcove Inc | COM | 250,000 | $1.57M | 2.8% | +250,000 | New | History |
| IVACIntevac Inc | COM | 250,000 | $1.16M | 2.1% | 00.0% | Unchanged | History |
| RNWKRealnetworks Inc | COM NEW | 935,131 | $649.0K | 1.2% | +4,627+0.5% | Added | 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 Q2 2022 (4)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| SREVConcentrix Srev, Inc. | COM | 2,437,911 | $3.58M | 7.1% | History |
| ASPNAspen Aerogels Inc | COM | 100,000 | $988.0K | 2.0% | History |
| Atento S AL0427L204 | SHS | 86,581 | $865.0K | 1.7% | – |
| VOXXVOXX International Corp | CL A | 62,314 | $580.0K | 1.1% | History |