13F HOLDINGS REPORT
AMH Equity Ltd
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001214659-25-006901
Total Value
$66.3M
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | POWERFLEET INC | AIOT | 1,100,000 | $6.0M | 9.11% |
| 2 | UNIVERSAL ELECTRS INC | 913483103 | 768,109 | $4.7M | 7.09% |
| 3 | LIGHTPATH TECHNOLOGIES INC | LPTH | 2,279,339 | $4.6M | 6.91% |
| 4 | TWIN DISC INC | TWIN | 530,086 | $4.0M | 6.05% |
| 5 | DIGITALOCEAN HLDGS INC | DOCN | 95,400 | $3.2M | 4.80% |
| 6 | TERADATA CORP DEL | TDC | 135,000 | $3.0M | 4.58% |
| 7 | INTERDIGITAL INC | IDCC | 11,000 | $2.3M | 3.43% |
| 8 | HARVARD BIOSCIENCE INC | HBIO | 3,387,355 | $1.9M | 2.89% |
| 9 | THERMON GROUP HLDGS INC | THR | 66,000 | $1.8M | 2.77% |
| 10 | HURCO CO | HURC | 116,909 | $1.8M | 2.73% |
| 11 | CVD EQUIP CORP | CVV | 575,872 | $1.8M | 2.67% |
| 12 | BRADY CORP | BRC | 25,000 | $1.8M | 2.66% |
| 13 | SEQUANS COMMUNICATIONS S A | SQNS | 800,000 | $1.7M | 2.53% |
| 14 | MARIS TECH LTD | MTEKW | 770,000 | $1.7M | 2.50% |
| 15 | SPARTANNASH CO | 847215100 | 80,000 | $1.6M | 2.44% |
| 16 | DUCOMMUN INC DEL | DCO | 27,000 | $1.6M | 2.36% |
| 17 | ASCENT INDUSTRIES CO | ACNT | 119,430 | $1.5M | 2.28% |
| 18 | ALGOMA STL GROUP INC | 015658107 | 270,003 | $1.5M | 2.21% |
| 19 | TALOS ENERGY INC | TALO | 150,000 | $1.5M | 2.20% |
| 20 | LINCOLN EDL SVCS CORP | 533535100 | 80,000 | $1.3M | 1.91% |
| 21 | HEALTH CATALYST INC | HCAT | 252,500 | $1.1M | 1.73% |
| 22 | VIEMED HEALTHCARE INC | VMD | 138,900 | $1.0M | 1.53% |
| 23 | BARRICK GOLD CORP | 067901108 | 51,000 | $991,440 | 1.50% |
| 24 | NLIGHT INC | LASR | 119,917 | $931,755 | 1.41% |
| 25 | CENTERRA GOLD INC | CGAU | 142,000 | $901,700 | 1.36% |
| 26 | PERFORMANT HEALTHCARE INC | 71377E105 | 300,000 | $888,000 | 1.34% |
| 27 | CAMBIUM NETWORKS CORP | CMBMF | 1,250,381 | $882,144 | 1.33% |
| 28 | INTEST CORP | INTT | 117,990 | $824,750 | 1.24% |
| 29 | TEAM INC | TISI | 46,307 | $783,514 | 1.18% |
| 30 | ASPEN AEROGELS INC | ASPN | 110,000 | $702,900 | 1.06% |
| 31 | WESTPORT FUEL SYSTEMS INC | WPRT | 180,792 | $670,738 | 1.01% |
| 32 | STRATASYS LTD | SSYS | 64,755 | $633,951 | 0.96% |
| 33 | INSPIRED ENTMT INC | 45782N108 | 74,000 | $631,960 | 0.95% |
| 34 | SCYNEXIS INC | SCYX | 627,037 | $597,002 | 0.90% |
| 35 | MATERIALISE NV | MTLS | 110,000 | $541,200 | 0.82% |
| 36 | QUINSTREET INC | QNST | 30,000 | $535,200 | 0.81% |
| 37 | IRIDEX CORP | IRIX | 518,541 | $513,356 | 0.77% |
| 38 | LANTRONIX INC | LTRX | 200,781 | $499,945 | 0.75% |
| 39 | DARE BIOSCIENCE INC | DARE | 164,302 | $474,833 | 0.72% |
| 40 | AMTECH SYS INC | ASYS | 97,583 | $471,326 | 0.71% |
| 41 | MARCHEX INC | MCHX | 217,113 | $353,894 | 0.53% |
| 42 | COLLPLANT BIOTECHNOLOGIES LT | CLGN | 125,000 | $322,500 | 0.49% |
| 43 | DUOS TECHNOLOGIES GROUP INC | DUOT | 50,000 | $282,000 | 0.43% |
| 44 | ELECTROVAYA INC | ELVA | 100,000 | $231,000 | 0.35% |
| 45 | PRECIPIO INC | PRPO | 38,294 | $210,617 | 0.32% |
| 46 | BROADWIND INC | BWEN | 144,000 | $208,800 | 0.31% |
| 47 | EHEALTH INC | EHTH | 29,000 | $193,720 | 0.29% |
| 48 | PRECISION OPTICS CORP INC MA | POCI | 45,000 | $186,750 | 0.28% |
| 49 | DARIOHEALTH CORP | DRIO | 250,000 | $153,050 | 0.23% |
| 50 | SOCKET MOBILE INC | SCKT | 125,398 | $141,700 | 0.21% |
| 51 | MOGO INC | MOGMF | 124,649 | $107,198 | 0.16% |
| 52 | HYPERFINE INC | HYPR | 125,084 | $89,598 | 0.14% |
| 53 | BIODESIX INC | BDSX | 47,773 | $29,868 | 0.05% |