13F HOLDINGS REPORT
AMH Equity Ltd
Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001214659-23-000875
Total Value
$67.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LUNA INNOVATIONS INC | 550351100 | 1,644,070 | $14.5M | 21.44% |
| 2 | TWIN DISC INC | TWIN | 715,616 | $7.0M | 10.32% |
| 3 | HARVARD BIOSCIENCE INC | HBIO | 2,253,907 | $6.2M | 9.26% |
| 4 | RIBBON COMMUNICATIONS INC | RBBN | 1,624,101 | $4.5M | 6.72% |
| 5 | TRAVELCENTERS OF AMERICA INC | 89421B109 | 100,000 | $4.5M | 6.64% |
| 6 | CONDUENT INC | CNDT | 1,000,000 | $4.0M | 6.01% |
| 7 | CVD EQUIP CORP | CVV | 674,879 | $3.7M | 5.52% |
| 8 | ATN INTL INC | 00215F107 | 80,000 | $3.6M | 5.38% |
| 9 | ARC DOCUMENT SOLUTIONS INC | 00191G103 | 1,100,000 | $3.2M | 4.78% |
| 10 | NEXTGEN HEALTHCARE INC | 65343C102 | 152,130 | $2.9M | 4.24% |
| 11 | DIGI INTL INC | 253798102 | 75,000 | $2.7M | 4.07% |
| 12 | FARO TECHNOLOGIES INC | 311642102 | 80,000 | $2.4M | 3.49% |
| 13 | CALAMP CORP | 128126109 | 500,000 | $2.2M | 3.32% |
| 14 | WESTPORT FUEL SYSTEMS INC | WPRT | 2,600,000 | $2.0M | 2.99% |
| 15 | BRIGHTCOVE INC | 10921T101 | 333,000 | $1.7M | 2.58% |
| 16 | INTEVAC INC | 461148108 | 250,000 | $1.6M | 2.40% |
| 17 | EMCORE CORP | 290846203 | 600,000 | $577,500 | 0.86% |