AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 2, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 21
- +4 vs. Q4 2022
- Portfolio value
- $73.4M
- +$5.99M (+8.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LUNALuna Innovations Inc | COM | 1,515,806 | $10.9M | 14.8% | −128,264−7.8% | Reduced | History |
| CVVCVD Equipment Corp | COM | 674,879 | $8.98M | 12.2% | 00.0% | Unchanged | History |
| HBIOHarvard Bioscience Inc | COM | 2,053,907 | $8.63M | 11.8% | −200,000−8.9% | Reduced | History |
| TWINTwin Disc Inc | COM | 715,616 | $6.82M | 9.3% | 00.0% | Unchanged | History |
| TATravelCenters of America Inc. | COM NEW | 64,000 | $5.54M | 7.5% | −36,000−36.0% | Reduced | History |
| RBBNRibbon Communications Inc. | COM | 1,440,000 | $4.92M | 6.7% | −184,101−11.3% | Reduced | History |
| ARCArc Document Solutions, Inc. | COM | 1,100,000 | $3.49M | 4.8% | 00.0% | Unchanged | History |
| WPRTWestport Fuel Systems Inc. | COM NEW | 3,300,000 | $3.14M | 4.3% | +700,000+26.9% | Added | History |
| LPTHLightpath Technologies Inc | COM CL A | 2,205,922 | $3.11M | 4.2% | +2,205,922 | New | History |
| CalAmp Corp.128126109 | COM | 800,000 | $2.87M | 3.9% | +300,000+60.0% | Added | – |
| CNDTCONDUENT Inc | COM | 800,000 | $2.74M | 3.7% | −200,000−20.0% | Reduced | History |
| ATNIATN International, Inc. | COM | 66,000 | $2.70M | 3.7% | −14,000−17.5% | Reduced | History |
| NXGNNextgen Healthcare, Inc. | COM | 152,130 | $2.65M | 3.6% | 00.0% | Unchanged | History |
| IVACIntevac Inc | COM | 333,000 | $2.44M | 3.3% | +83,000+33.2% | Added | History |
| BCOVBrightcove Inc | COM | 359,142 | $1.60M | 2.2% | +26,142+7.9% | Added | History |
| VOXXVOXX International Corp | CL A | 62,737 | $773.5K | 1.1% | +62,737 | New | History |
| CPSHCPS Technologies Corp | COM | 263,206 | $750.1K | 1.0% | +263,206 | New | History |
| SCYXScynexis Inc | COM NEW | 250,000 | $750.0K | 1.0% | +250,000 | New | History |
| DGIIDigi International Inc | COM | 12,019 | $404.8K | 0.6% | −62,981−84.0% | Reduced | History |
| ICADIcad Inc | COM NEW | 120,795 | $149.8K | 0.2% | +120,795 | New | History |
| IRIXIridex Corp | COM | 27,040 | $54.9K | 0.1% | +27,040 | New | History |
Options (4)
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 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.