AMH Equity Ltd
- SEC CIK
- 0001600535
- Latest filing
- Oct 29, 2025
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 29, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 53
- +6 vs. Q2 2025
- Portfolio value
- $79.8M
- +$11.8M (+17.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LPTHLightpath Technologies Inc | COM CL A | 1,300,000 | $10.3M | 12.9% | −779,293−37.5% | Reduced | History |
| AIOTPowerfleet, Inc. | COM | 900,000 | $4.72M | 5.9% | −99,000−9.9% | Reduced | History |
| TWINTwin Disc Inc | COM | 330,090 | $4.60M | 5.8% | −133,910−28.9% | Reduced | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 110,000 | $3.76M | 4.7% | +10,000+10.0% | Added | History |
| UEICUniversal Electronics Inc | COM | 800,000 | $3.73M | 4.7% | +78,727+10.9% | Added | History |
| IDCCInterDigital, Inc. | COM | 10,000 | $3.45M | 4.3% | −3,000−23.1% | Reduced | History |
| MYGNMyriad Genetics Inc | COM | 400,000 | $2.89M | 3.6% | +100,000+33.3% | Added | History |
| DCODucommun Inc | COM | 30,000 | $2.88M | 3.6% | −3,000−9.1% | Reduced | History |
| PRPOPrecipio, Inc. | COM | 131,100 | $2.33M | 2.9% | +103,210+370.1% | Added | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 704,145 | $2.04M | 2.6% | +704,145 | New | History |
| HCATHealth Catalyst, Inc. | COM | 660,000 | $1.88M | 2.4% | +232,851+54.5% | Added | History |
| ACNTAscent Industries Co. | COM | 145,019 | $1.87M | 2.3% | 00.0% | Unchanged | History |
| SSYSStratasys Ltd. | SHS | 166,000 | $1.86M | 2.3% | 00.0% | Unchanged | History |
| RFILR F Industries Ltd | COM PAR $0.01 | 223,900 | $1.84M | 2.3% | +223,900 | New | History |
| HBIOHarvard Bioscience Inc | COM | 4,047,535 | $1.77M | 2.2% | +538,832+15.4% | Added | History |
| LINCLincoln Educational Services Corp | COM | 75,000 | $1.76M | 2.2% | 00.0% | Unchanged | History |
| BRCBrady Corp | CL A | 19,603 | $1.53M | 1.9% | −4,397−18.3% | Reduced | History |
| TISITeam Inc | COM NEW | 90,274 | $1.50M | 1.9% | +10,274+12.8% | Added | History |
| LASRNlight, Inc. | COM | 50,000 | $1.48M | 1.9% | −50,000−50.0% | Reduced | History |
| CVVCVD Equipment Corp | COM | 416,927 | $1.40M | 1.8% | −7,821−1.8% | Reduced | History |
| HURCHurco Companies Inc | COM | 78,279 | $1.36M | 1.7% | −28,122−26.4% | Reduced | History |
| MTEKMaris Tech Ltd. | ORDINARY SHARES | 684,400 | $1.27M | 1.6% | −40,600−5.6% | Reduced | History |
| INTTIntest Corp | COM | 161,711 | $1.26M | 1.6% | −1,289−0.8% | Reduced | History |
| ELVAElectrovaya Inc. | COM NEW | 200,718 | $1.18M | 1.5% | +718+0.4% | Added | History |
| MTLSMaterialise NV | SPONSORED ADS | 207,661 | $1.16M | 1.5% | 00.0% | Unchanged | History |
| OSSOne Stop Systems, Inc. | COM | 200,000 | $1.07M | 1.3% | +200,000 | New | History |
| QNSTQuinstreet, Inc | COM | 66,000 | $1.02M | 1.3% | 00.0% | Unchanged | History |
| NVANova Minerals Corp | ADS | 60,000 | $984.0K | 1.2% | +60,000 | New | History |
| NEXNNexxen International Ltd. | SHS NEW | 100,000 | $925.0K | 1.2% | +100,000 | New | History |
| BOOMDMC Global Inc. | COM | 100,000 | $845.0K | 1.1% | +100,000 | New | History |
| IPWRIdeal Power Inc. | COM NEW | 156,400 | $785.1K | 1.0% | +156,400 | New | History |
| RELLRichardson Electronics, Ltd. | COM | 80,000 | $783.2K | 1.0% | +80,000 | New | History |
| INSEInspired Entertainment, Inc. | COM | 80,000 | $750.4K | 0.9% | 00.0% | Unchanged | History |
| EHTHeHealth, Inc. | COM | 166,000 | $715.5K | 0.9% | +66,000+66.0% | Added | History |
| CMBMFCambium Networks Corp | SHS | 800,000 | $715.4K | 0.9% | −2,362−0.3% | Reduced | History |
| BBCPConcrete Pumping Holdings, Inc. | COM | 100,000 | $705.0K | 0.9% | +100,000 | New | History |
| LSPDLightspeed Commerce Inc. | SUB VTG SHS | 60,000 | $693.0K | 0.9% | +60,000 | New | History |
| BWENBroadwind, Inc. | COM NEW | 323,382 | $679.1K | 0.9% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 80,000 | $658.4K | 0.8% | +80,000 | New | History |
| CLFDClearfield, Inc. | COM | 18,600 | $639.5K | 0.8% | +18,600 | New | History |
| VMDViemed Healthcare, Inc. | COM | 80,000 | $543.2K | 0.7% | 00.0% | Unchanged | History |
| CLGNCollPlant Biotechnologies Ltd | SHS NEW | 200,000 | $538.0K | 0.7% | +39,151+24.3% | Added | History |
| DAREDare Bioscience, Inc. | COM NEW | 232,373 | $488.0K | 0.6% | +38,770+20.0% | Added | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 231,671 | $463.3K | 0.6% | +231,671 | New | History |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 166,000 | $411.7K | 0.5% | +166,000 | New | History |
| WPRTWestport Fuel Systems Inc. | COM | 137,000 | $311.0K | 0.4% | −18,716−12.0% | Reduced | History |
| DUOTDuos Technologies Group, Inc. | COM | 35,000 | $257.6K | 0.3% | +35,000 | New | History |
| IRIXIridex Corp | COM | 184,230 | $210.1K | 0.3% | −5,770−3.0% | Reduced | History |
| SCYXScynexis Inc | COM NEW | 245,939 | $189.4K | 0.2% | −15,142−5.8% | Reduced | History |
| MNTNMNTN, Inc. | CL A | 10,000 | $185.5K | 0.2% | +10,000 | New | History |
| SCKTSocket Mobile, Inc. | COM NEW | 116,556 | $120.1K | 0.2% | −9,600−7.6% | Reduced | History |
| POCIPrecision Optics Corporation, Inc. | COM NEW | 25,000 | $108.8K | 0.1% | 00.0% | Unchanged | History |
| DVLTDatavault AI Inc. | COM SHS | 99,200 | $108.1K | 0.1% | +99,200 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| DXCDXC Technology Co | Stock | – | $545.2K |
Sold out since Q2 2025 (11)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| TDCTeradata Corp | Stock | 100,000 | $2.23M | 3.3% | History |
| TALOTalos Energy Inc. | COM | 188,391 | $1.60M | 2.4% | History |
| CGAUCenterra Gold Inc. | COM | 193,358 | $1.39M | 2.1% | History |
| PEGAPegasystems Inc | COM | 24,000 | $1.30M | 1.9% | History |
| PHLTPerformant Healthcare Inc | COM | 275,000 | $1.10M | 1.6% | History |
| SQNSSequans Communications | ADR | 500,000 | $735.0K | 1.1% | History |
| LTRXLantronix Inc | COM NEW | 250,000 | $717.5K | 1.1% | History |
| MCHXMarchex Inc | CL B | 278,276 | $609.4K | 0.9% | History |
| ASTLAlgoma Steel Group Inc. | COM | 30,191 | $208.0K | 0.3% | History |
| NNDMNano Dimension Ltd. | SPONSORD ADS NEW | 128,382 | $208.0K | 0.3% | History |
| DRIODarioHealth Corp. | COM NEW | 215,000 | $144.1K | 0.2% | History |