AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 51
- +7 vs. Q3 2024
- Portfolio value
- $97.5M
- +$21.6M (+28.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LPTHLightpath Technologies Inc | COM CL A | 2,840,000 | $10.0M | 10.3% | −111,108−3.8% | Reduced | History |
| UEICUniversal Electronics Inc | COM | 800,000 | $8.80M | 9.0% | 00.0% | Unchanged | History |
| TWINTwin Disc Inc | COM | 713,686 | $8.39M | 8.6% | −22,917−3.1% | Reduced | History |
| AIOTPowerfleet, Inc. | COM | 1,173,994 | $7.82M | 8.0% | 00.0% | Unchanged | History |
| PBFPBF Energy Inc. | CL A | 241,800 | $6.42M | 6.6% | +241,800 | New | History |
| HBIOHarvard Bioscience Inc | COM | 2,500,000 | $5.28M | 5.4% | +111,132+4.7% | Added | History |
| ASTLAlgoma Steel Group Inc. | COM | 525,000 | $5.13M | 5.3% | −28,175−5.1% | Reduced | History |
| MTEKMaris Tech Ltd. | ORDINARY SHARES | 730,000 | $3.68M | 3.8% | +184,112+33.7% | Added | History |
| THRThermon Group Holdings, Inc. | COM | 110,000 | $3.16M | 3.2% | −37,740−25.5% | Reduced | History |
| CVVCVD Equipment Corp | COM | 665,000 | $2.93M | 3.0% | +18,157+2.8% | Added | History |
| SQNSSequans Communications | ADR | 696,942 | $2.43M | 2.5% | +696,942 | New | History |
| SPTNSpartanNash Co | COM | 125,000 | $2.29M | 2.3% | +95,000+316.7% | Added | History |
| BRCBrady Corp | CL A | 30,000 | $2.22M | 2.3% | 00.0% | Unchanged | History |
| BCOVBrightcove Inc | COM | 507,513 | $2.21M | 2.3% | +7,513+1.5% | Added | History |
| HURCHurco Companies Inc | COM | 110,563 | $2.13M | 2.2% | +60,563+121.1% | Added | History |
| CRGYCrescent Energy Co | CL A COM | 100,000 | $1.46M | 1.5% | +100,000 | New | History |
| ATOMAtomera Inc | COM | 125,000 | $1.45M | 1.5% | +125,000 | New | History |
| KMTKennametal Inc | COM | 60,000 | $1.44M | 1.5% | +60,000 | New | History |
| LINCLincoln Educational Services Corp | COM | 80,000 | $1.27M | 1.3% | +30,000+60.0% | Added | History |
| VTRSViatris Inc | Stock | 100,000 | $1.25M | 1.3% | +100,000 | New | History |
| RVSNRail Vision Ltd. | SHS NEW | 575,000 | $1.21M | 1.2% | −125,000−17.9% | Reduced | History |
| VMDViemed Healthcare, Inc. | COM | 138,900 | $1.11M | 1.1% | 00.0% | Unchanged | History |
| PFIEProfire Energy Inc | COM | 400,000 | $1.02M | 1.0% | −238,933−37.4% | Reduced | History |
| INTTIntest Corp | COM | 117,990 | $1.01M | 1.0% | +1,990+1.7% | Added | History |
| BDSXBiodesix Inc | COM | 651,868 | $997.4K | 1.0% | −44,205−6.4% | Reduced | History |
| ONDSOndas Inc. | COM NEW | 372,000 | $952.3K | 1.0% | +372,000 | New | History |
| IRIXIridex Corp | COM | 501,121 | $841.9K | 0.9% | 00.0% | Unchanged | History |
| BNEDBarnes & Noble Education, Inc. | COM NEW | 80,000 | $803.2K | 0.8% | +80,000 | New | History |
| SCYXScynexis Inc | COM NEW | 626,052 | $757.5K | 0.8% | +26,052+4.3% | Added | History |
| ACNTAscent Industries Co. | COM | 60,000 | $670.8K | 0.7% | +60,000 | New | History |
| WPRTWestport Fuel Systems Inc. | COM | 180,792 | $647.2K | 0.7% | −29,208−13.9% | Reduced | History |
| BFLYButterfly Network, Inc. | COM CL A | 200,000 | $624.0K | 0.6% | +200,000 | New | History |
| OPRXOptimizeRx Corp | COM NEW | 125,000 | $607.5K | 0.6% | +25,000+25.0% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 80,000 | $601.6K | 0.6% | −20,000−20.0% | Reduced | History |
| TISITeam Inc | COM NEW | 44,500 | $564.3K | 0.6% | −2,800−5.9% | Reduced | History |
| CMBMFCambium Networks Corp | SHS | 832,000 | $536.5K | 0.6% | +832,000 | New | History |
| DAREDare Bioscience, Inc. | COM NEW | 150,000 | $468.0K | 0.5% | +50,000+50.0% | Added | History |
| IHRTiHeartMedia, Inc. | COM CL A | 235,345 | $466.0K | 0.5% | −464,655−66.4% | Reduced | History |
| MCHXMarchex Inc | CL B | 250,000 | $437.5K | 0.4% | +250,000 | New | History |
| EHTHeHealth, Inc. | COM | 45,336 | $426.2K | 0.4% | +45,336 | New | History |
| CLGNCollPlant Biotechnologies Ltd | SHS NEW | 116,500 | $419.4K | 0.4% | +17,295+17.4% | Added | History |
| GRALGRAIL, Inc. | COM | 21,641 | $386.3K | 0.4% | +21,641 | New | History |
| PRTSCarParts.com, Inc. | COM | 341,200 | $368.5K | 0.4% | +341,200 | New | History |
| SNCRSynchronoss Technologies Inc | COM NEW | 38,000 | $364.8K | 0.4% | −41,520−52.2% | Reduced | History |
| Mogo Inc60800C208 | COM | 244,694 | $332.8K | 0.3% | +244,694 | New | – |
| POCIPrecision Optics Corporation, Inc. | COM NEW | 67,129 | $323.6K | 0.3% | −99,070−59.6% | Reduced | History |
| ICADIcad Inc | COM NEW | 136,643 | $250.1K | 0.3% | −159,409−53.8% | Reduced | History |
| ASYSAmtech Systems Inc | COM PAR $0.01N | 41,175 | $224.4K | 0.2% | −208,825−83.5% | Reduced | History |
| SCKTSocket Mobile, Inc. | COM NEW | 116,300 | $154.7K | 0.2% | +116,300 | New | History |
| GDOTGreen Dot Corp | CL A | 12,000 | $127.7K | 0.1% | −88,000−88.0% | Reduced | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 77,198 | $34.2K | <0.1% | −113,302−59.5% | Reduced | 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 Q3 2024 (10)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| IONQIonQ, Inc. | COM | 250,000 | $2.19M | 2.9% | History |
| MLMoneylion Inc. | COMM STK | 33,000 | $1.37M | 1.8% | History |
| ORNOrion Group Holdings Inc | COM | 125,000 | $721.3K | 0.9% | History |
| LTRXLantronix Inc | COM NEW | 164,418 | $677.4K | 0.9% | History |
| CHGGChegg, Inc | COM | 333,000 | $589.4K | 0.8% | History |
| ASPNAspen Aerogels Inc | COM | 20,000 | $553.8K | 0.7% | History |
| Applied Dna Sciences Inc03815U409 | COM NEW | 514,656 | $334.4K | 0.4% | – |
| FRSXForesight Autonomous Holdings Ltd. | SPONSORED ADR | 383,353 | $272.1K | 0.4% | History |
| CPSHCPS Technologies Corp | COM | 174,666 | $248.0K | 0.3% | History |
| CTSOCytosorbents Corp | COM NEW | 82,800 | $124.2K | 0.2% | History |