AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 7, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 34
- +5 vs. Q4 2023
- Portfolio value
- $90.7M
- −$2.60M (−2.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Atech (Parent) Resolution Corp.00973N102 | COM | 250,000 | $147.8K | 0.2% | +250,000 | New | – |
| ICADIcad Inc | COM NEW | 128,800 | $207.4K | 0.2% | +128,800 | New | History |
| AMPGAmpliTech Group, Inc. | COM NEW | 117,250 | $216.9K | 0.2% | +12,841+12.3% | Added | History |
| Applied Dna Sciences Inc03815U300 | COM | 540,385 | $221.6K | 0.2% | +170,385+46.1% | Added | – |
| CPSHCPS Technologies Corp | COM | 174,666 | $323.1K | 0.4% | −48,624−21.8% | Reduced | History |
| MTEKMaris Tech Ltd. | ORDINARY SHARES | 240,870 | $362.5K | 0.4% | +240,870 | New | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 500,000 | $585.0K | 0.6% | −94,029−15.8% | Reduced | History |
| POCIPrecision Optics Corporation, Inc. | COM NEW | 140,333 | $778.8K | 0.9% | 00.0% | Unchanged | History |
| LUNALuna Innovations Inc | COM | 250,000 | $801.3K | 0.9% | −1,369,778−84.6% | Reduced | History |
| UAUnder Armour, Inc. | CL C | 125,000 | $892.5K | 1.0% | +125,000 | New | History |
| FRSXForesight Autonomous Holdings Ltd. | SPONSORED ADR | 858,132 | $918.2K | 1.0% | −431,261−33.4% | Reduced | History |
| UAAUnder Armour, Inc. | Stock | 125,000 | $922.5K | 1.0% | +125,000 | New | History |
| PFIEProfire Energy Inc | COM | 500,000 | $925.0K | 1.0% | +118,550+31.1% | Added | History |
| SCYXScynexis Inc | COM NEW | 660,000 | $970.2K | 1.1% | +109,600+19.9% | Added | History |
| KVHIKVH Industries Inc | COM | 250,000 | $1.27M | 1.4% | +162,949+187.2% | Added | History |
| IRIXIridex Corp | COM | 456,400 | $1.36M | 1.5% | +60,400+15.3% | Added | History |
| ARWArrow Electronics, Inc. | COM | 11,924 | $1.54M | 1.7% | −18,076−60.3% | Reduced | History |
| ASYSAmtech Systems Inc | COM PAR $0.01N | 300,000 | $1.62M | 1.8% | +210,339+234.6% | Added | History |
| SWBISmith & Wesson Brands, Inc. | COM | 100,000 | $1.74M | 1.9% | −100,000−50.0% | Reduced | History |
| WPRTWestport Fuel Systems Inc. | COM | 258,101 | $1.74M | 1.9% | +8,101+3.2% | Added | History |
| INFNInfinera Corp | COM | 330,000 | $1.99M | 2.2% | +330,000 | New | History |
| MYGNMyriad Genetics Inc | COM | 110,000 | $2.35M | 2.6% | +110,000 | New | History |
| VSHVishay Intertechnology Inc | COM | 110,000 | $2.49M | 2.8% | +110,000 | New | History |
| DGIIDigi International Inc | COM | 84,900 | $2.71M | 3.0% | +84,900 | New | History |
| CVVCVD Equipment Corp | COM | 660,000 | $3.11M | 3.4% | 00.0% | Unchanged | History |
| THRThermon Group Holdings, Inc. | COM | 110,000 | $3.60M | 4.0% | 00.0% | Unchanged | History |
| LPTHLightpath Technologies Inc | COM CL A | 2,819,071 | $3.89M | 4.3% | 00.0% | Unchanged | History |
| LTRXLantronix Inc | COM NEW | 1,199,856 | $4.27M | 4.7% | −121,378−9.2% | Reduced | History |
| UEICUniversal Electronics Inc | COM | 491,968 | $4.92M | 5.4% | +91,968+23.0% | Added | History |
| CNDTCONDUENT Inc | COM | 1,600,000 | $5.41M | 6.0% | 00.0% | Unchanged | History |
| AIOTPowerfleet, Inc. | COM | 1,099,980 | $5.87M | 6.5% | +1,099,980 | New | History |
| HBIOHarvard Bioscience Inc | COM | 2,324,200 | $9.85M | 10.9% | +161,307+7.5% | Added | History |
| ORNOrion Group Holdings Inc | COM | 1,356,473 | $11.1M | 12.3% | −498,527−26.9% | Reduced | History |
| TWINTwin Disc Inc | COM | 700,000 | $11.6M | 12.8% | −49,983−6.7% | Reduced | History |
Options (6)
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 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| TBRGTruBridge, Inc. | COM | 240,000 | $2.69M | 2.9% | History |
| TACTransalta Corp | COM | 250,000 | $2.08M | 2.2% | History |
| CSTECaesarstone Ltd. | ORD SHS | 226,966 | $848.9K | 0.9% | History |
| NSTGNS Wind Down Co., Inc. | COM | 960,000 | $718.5K | 0.8% | History |
| ARCArc Document Solutions, Inc. | COM | 79,594 | $261.1K | 0.3% | History |