13F HOLDINGS REPORT
AMH Equity Ltd
Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001214659-25-001937
Total Value
$101.5M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LIGHTPATH TECHNOLOGIES INC | LPTH | 2,840,000 | $10.0M | 9.87% |
| 2 | UNIVERSAL ELECTRS INC | 913483103 | 800,000 | $8.8M | 8.67% |
| 3 | TWIN DISC INC | TWIN | 713,686 | $8.4M | 8.26% |
| 4 | POWERFLEET INC | AIOT | 1,173,994 | $7.8M | 7.70% |
| 5 | PBF ENERGY INC | PBF | 241,800 | $6.4M | 6.32% |
| 6 | HARVARD BIOSCIENCE INC | HBIO | 2,500,000 | $5.3M | 5.19% |
| 7 | ALGOMA STL GROUP INC | 015658107 | 525,000 | $5.1M | 5.06% |
| 8 | MARIS TECH LTD | MTEKW | 730,000 | $3.7M | 3.62% |
| 9 | THERMON GROUP HLDGS INC | THR | 110,000 | $3.2M | 3.12% |
| 10 | CVD EQUIP CORP | CVV | 665,000 | $2.9M | 2.88% |
| 11 | SEQUANS COMMUNICATIONS S A | SQNS | 696,942 | $2.4M | 2.40% |
| 12 | SPARTANNASH CO | 847215100 | 125,000 | $2.3M | 2.26% |
| 13 | BRADY CORP | BRC | 30,000 | $2.2M | 2.18% |
| 14 | BRIGHTCOVE INC | 10921T101 | 507,513 | $2.2M | 2.17% |
| 15 | HURCO CO | HURC | 110,563 | $2.1M | 2.10% |
| 16 | PBF ENERGY INC | PBF | 60,000 | $1.6M | 1.57% |
| 17 | CRESCENT ENERGY COMPANY | CRGY | 100,000 | $1.5M | 1.44% |
| 18 | ATOMERA INC | ATOM | 125,000 | $1.4M | 1.43% |
| 19 | KENNAMETAL INC | KMT | 60,000 | $1.4M | 1.42% |
| 20 | LINCOLN EDL SVCS CORP | 533535100 | 80,000 | $1.3M | 1.25% |
| 21 | VIATRIS INC | VTRS | 100,000 | $1.2M | 1.23% |
| 22 | RAIL VISION LTD | RVSNW | 575,000 | $1.2M | 1.19% |
| 23 | VIEMED HEALTHCARE INC | VMD | 138,900 | $1.1M | 1.10% |
| 24 | STRATASYS LTD | SSYS | 115,100 | $1.0M | 1.01% |
| 25 | PROFIRE ENERGY INC | 74316X101 | 400,000 | $1.0M | 1.00% |
| 26 | INTEST CORP | INTT | 117,990 | $1.0M | 1.00% |
| 27 | BIODESIX INC | BDSX | 651,868 | $997,358 | 0.98% |
| 28 | ONDAS HLDGS INC | ONDS | 372,000 | $952,320 | 0.94% |
| 29 | IRIDEX CORP | IRIX | 501,121 | $841,883 | 0.83% |
| 30 | BARNES & NOBLE ED INC | BNED | 80,000 | $803,200 | 0.79% |
| 31 | SCYNEXIS INC | SCYX | 626,052 | $757,523 | 0.75% |
| 32 | ASCENT INDUSTRIES CO | ACNT | 60,000 | $670,800 | 0.66% |
| 33 | WESTPORT FUEL SYSTEMS INC | WPRT | 180,792 | $647,235 | 0.64% |
| 34 | ATOMERA INC | ATOM | 55,000 | $638,000 | 0.63% |
| 35 | BUTTERFLY NETWORK INC | BFLY | 200,000 | $624,000 | 0.61% |
| 36 | OPTIMIZERX CORP | OPRX | 125,000 | $607,500 | 0.60% |
| 37 | BIOCRYST PHARMACEUTICALS INC | BCRX | 80,000 | $601,600 | 0.59% |
| 38 | TEAM INC | TISI | 44,500 | $564,260 | 0.56% |
| 39 | CAMBIUM NETWORKS CORP | CMBMF | 832,000 | $536,474 | 0.53% |
| 40 | GRAIL INC | GRAL | 26,400 | $471,240 | 0.46% |
| 41 | DARE BIOSCIENCE INC | DARE | 150,000 | $468,000 | 0.46% |
| 42 | IHEARTMEDIA INC | IHETW | 235,345 | $465,983 | 0.46% |
| 43 | MARCHEX INC | MCHX | 250,000 | $437,500 | 0.43% |
| 44 | EHEALTH INC | EHTH | 45,336 | $426,158 | 0.42% |
| 45 | COLLPLANT BIOTECHNOLOGIES LT | CLGN | 116,500 | $419,400 | 0.41% |
| 46 | GRAIL INC | GRAL | 21,641 | $386,292 | 0.38% |
| 47 | CARPARTS COM INC | PRTS | 341,200 | $368,496 | 0.36% |
| 48 | SYNCHRONOSS TECHNOLOGIES INC | 87157B400 | 38,000 | $364,800 | 0.36% |
| 49 | MOGO INC | MOGMF | 244,694 | $332,784 | 0.33% |
| 50 | PRECISION OPTICS CORP INC MA | POCI | 67,129 | $323,562 | 0.32% |
| 51 | DIGI INTL INC | 253798102 | 10,000 | $302,300 | 0.30% |
| 52 | ICAD INC | 44934S206 | 136,643 | $250,057 | 0.25% |
| 53 | AMTECH SYS INC | ASYS | 41,175 | $224,404 | 0.22% |
| 54 | SOCKET MOBILE INC | SCKT | 116,300 | $154,679 | 0.15% |
| 55 | GREEN DOT CORP | GDOT | 12,000 | $127,680 | 0.13% |
| 56 | XTANT MED HLDGS INC | 98420P308 | 77,198 | $34,199 | 0.03% |