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 |
|---|---|---|---|---|---|---|---|
| IRIXIridex Corp | COM | 27,040 | $54.9K | 0.1% | +27,040 | New | History |
| ICADIcad Inc | COM NEW | 120,795 | $149.8K | 0.2% | +120,795 | New | History |
| DGIIDigi International Inc | COM | 12,019 | $404.8K | 0.6% | −62,981−84.0% | Reduced | History |
| SCYXScynexis Inc | COM NEW | 250,000 | $750.0K | 1.0% | +250,000 | New | History |
| CPSHCPS Technologies Corp | COM | 263,206 | $750.1K | 1.0% | +263,206 | New | History |
| VOXXVOXX International Corp | CL A | 62,737 | $773.5K | 1.1% | +62,737 | New | History |
| BCOVBrightcove Inc | COM | 359,142 | $1.60M | 2.2% | +26,142+7.9% | Added | History |
| IVACIntevac Inc | COM | 333,000 | $2.44M | 3.3% | +83,000+33.2% | Added | History |
| NXGNNextgen Healthcare, Inc. | COM | 152,130 | $2.65M | 3.6% | 00.0% | Unchanged | History |
| ATNIATN International, Inc. | COM | 66,000 | $2.70M | 3.7% | −14,000−17.5% | Reduced | History |
| CNDTCONDUENT Inc | COM | 800,000 | $2.74M | 3.7% | −200,000−20.0% | Reduced | History |
| CalAmp Corp.128126109 | COM | 800,000 | $2.87M | 3.9% | +300,000+60.0% | Added | – |
| LPTHLightpath Technologies Inc | COM CL A | 2,205,922 | $3.11M | 4.2% | +2,205,922 | New | History |
| WPRTWestport Fuel Systems Inc. | COM NEW | 3,300,000 | $3.14M | 4.3% | +700,000+26.9% | Added | History |
| ARCArc Document Solutions, Inc. | COM | 1,100,000 | $3.49M | 4.8% | 00.0% | Unchanged | History |
| RBBNRibbon Communications Inc. | COM | 1,440,000 | $4.92M | 6.7% | −184,101−11.3% | Reduced | History |
| TATravelCenters of America Inc. | COM NEW | 64,000 | $5.54M | 7.5% | −36,000−36.0% | Reduced | History |
| TWINTwin Disc Inc | COM | 715,616 | $6.82M | 9.3% | 00.0% | Unchanged | History |
| HBIOHarvard Bioscience Inc | COM | 2,053,907 | $8.63M | 11.8% | −200,000−8.9% | Reduced | History |
| CVVCVD Equipment Corp | COM | 674,879 | $8.98M | 12.2% | 00.0% | Unchanged | History |
| LUNALuna Innovations Inc | COM | 1,515,806 | $10.9M | 14.8% | −128,264−7.8% | Reduced | 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.