AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 20, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 17
- 0 vs. Q3 2022
- Portfolio value
- $67.4M
- +$11.6M (+20.8%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LUNALuna Innovations Inc | COM | 1,644,070 | $14.5M | 21.4% | −15,956−1.0% | Reduced | History |
| TWINTwin Disc Inc | COM | 715,616 | $6.96M | 10.3% | +38,224+5.6% | Added | History |
| HBIOHarvard Bioscience Inc | COM | 2,253,907 | $6.24M | 9.3% | +633,124+39.1% | Added | History |
| RBBNRibbon Communications Inc. | COM | 1,624,101 | $4.53M | 6.7% | +1,624,101 | New | History |
| TATravelCenters of America Inc. | COM NEW | 100,000 | $4.48M | 6.6% | −15,560−13.5% | Reduced | History |
| CNDTCONDUENT Inc | COM | 1,000,000 | $4.05M | 6.0% | 00.0% | Unchanged | History |
| CVVCVD Equipment Corp | COM | 674,879 | $3.72M | 5.5% | +14,879+2.3% | Added | History |
| ATNIATN International, Inc. | COM | 80,000 | $3.62M | 5.4% | −19,000−19.2% | Reduced | History |
| ARCArc Document Solutions, Inc. | COM | 1,100,000 | $3.22M | 4.8% | +100,000+10.0% | Added | History |
| NXGNNextgen Healthcare, Inc. | COM | 152,130 | $2.86M | 4.2% | +2,130+1.4% | Added | History |
| DGIIDigi International Inc | COM | 75,000 | $2.74M | 4.1% | −22,592−23.1% | Reduced | History |
| FAROFaro Technologies Inc | COM | 80,000 | $2.35M | 3.5% | +80,000 | New | History |
| CalAmp Corp.128126109 | COM | 500,000 | $2.24M | 3.3% | +500,000 | New | – |
| WPRTWestport Fuel Systems Inc. | COM NEW | 2,600,000 | $2.01M | 3.0% | +600,000+30.0% | Added | History |
| BCOVBrightcove Inc | COM | 333,000 | $1.74M | 2.6% | +83,000+33.2% | Added | History |
| IVACIntevac Inc | COM | 250,000 | $1.62M | 2.4% | 00.0% | Unchanged | History |
| EMKREmcore Corp | COM NEW | 600,000 | $577.5K | 0.9% | +600,000 | New | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| OFIXOrthofix Medical Inc. | COM | 125,000 | $2.39M | 4.3% | History |
| LOVSpark Networks SE | SPONSORED ADR | 1,123,947 | $2.15M | 3.8% | History |
| SSYSStratasys Ltd. | SHS | 120,000 | $1.73M | 3.1% | History |
| RNWKRealnetworks Inc | COM NEW | 935,131 | $649.0K | 1.2% | History |