13F HOLDINGS REPORT
AMH Equity Ltd
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001214659-25-015486
Total Value
$80.3M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LIGHTPATH TECHNOLOGIES INC | LPTH | 1,300,000 | $10.3M | 12.84% |
| 2 | POWERFLEET INC | AIOT | 900,000 | $4.7M | 5.87% |
| 3 | TWIN DISC INC | TWIN | 330,090 | $4.6M | 5.73% |
| 4 | DIGITALOCEAN HLDGS INC | DOCN | 110,000 | $3.8M | 4.68% |
| 5 | UNIVERSAL ELECTRS INC | 913483103 | 800,000 | $3.7M | 4.64% |
| 6 | INTERDIGITAL INC | IDCC | 10,000 | $3.5M | 4.30% |
| 7 | MYRIAD GENETICS INC | MYGN | 400,000 | $2.9M | 3.60% |
| 8 | DUCOMMUN INC DEL | DCO | 30,000 | $2.9M | 3.59% |
| 9 | PRECIPIO INC | PRPO | 131,100 | $2.3M | 2.90% |
| 10 | BABCOCK & WILCOX ENTERPRISES | BW-PA | 704,145 | $2.0M | 2.54% |
| 11 | HEALTH CATALYST INC | HCAT | 660,000 | $1.9M | 2.34% |
| 12 | ASCENT INDUSTRIES CO | ACNT | 145,019 | $1.9M | 2.33% |
| 13 | STRATASYS LTD | SSYS | 166,000 | $1.9M | 2.32% |
| 14 | RF INDS LTD | 749552105 | 223,900 | $1.8M | 2.29% |
| 15 | HARVARD BIOSCIENCE INC | HBIO | 4,047,535 | $1.8M | 2.21% |
| 16 | LINCOLN EDL SVCS CORP | 533535100 | 75,000 | $1.8M | 2.19% |
| 17 | BRADY CORP | BRC | 19,603 | $1.5M | 1.90% |
| 18 | TEAM INC | TISI | 90,274 | $1.5M | 1.86% |
| 19 | NLIGHT INC | LASR | 50,000 | $1.5M | 1.84% |
| 20 | CVD EQUIP CORP | CVV | 416,927 | $1.4M | 1.74% |
| 21 | HURCO CO | HURC | 78,279 | $1.4M | 1.70% |
| 22 | MARIS TECH LTD | MTEKW | 684,400 | $1.3M | 1.59% |
| 23 | INTEST CORP | INTT | 161,711 | $1.3M | 1.57% |
| 24 | ELECTROVAYA INC | ELVA | 200,718 | $1.2M | 1.47% |
| 25 | MATERIALISE NV | MTLS | 207,661 | $1.2M | 1.44% |
| 26 | ONE STOP SYS INC | OSS | 200,000 | $1.1M | 1.33% |
| 27 | QUINSTREET INC | QNST | 66,000 | $1.0M | 1.27% |
| 28 | NOVA MINERALS LTD | NVAWW | 60,000 | $984,000 | 1.23% |
| 29 | NEXXEN INTL LTD | M8T80P204 | 100,000 | $925,000 | 1.15% |
| 30 | DMC GLOBAL INC | BOOM | 100,000 | $845,000 | 1.05% |
| 31 | IDEAL PWR INC | 451622203 | 156,400 | $785,128 | 0.98% |
| 32 | RICHARDSON ELECTRS LTD | 763165107 | 80,000 | $783,200 | 0.98% |
| 33 | INSPIRED ENTMT INC | 45782N108 | 80,000 | $750,400 | 0.93% |
| 34 | EHEALTH INC | EHTH | 166,000 | $715,460 | 0.89% |
| 35 | CAMBIUM NETWORKS CORP | CMBMF | 800,000 | $715,440 | 0.89% |
| 36 | CONCRETE PUMPING HLDGS INC | BBCP | 100,000 | $705,000 | 0.88% |
| 37 | LIGHTSPEED COMMERCE INC | LSPD | 60,000 | $693,000 | 0.86% |
| 38 | BROADWIND INC | BWEN | 323,382 | $679,102 | 0.85% |
| 39 | MEIRAGTX HLDGS PLC | MGTX | 80,000 | $658,400 | 0.82% |
| 40 | CLEARFIELD INC | CLFD | 18,600 | $639,468 | 0.80% |
| 41 | DXC TECHNOLOGY CO | DXC | 40,000 | $545,200 | 0.68% |
| 42 | VIEMED HEALTHCARE INC | VMD | 80,000 | $543,200 | 0.68% |
| 43 | COLLPLANT BIOTECHNOLOGIES LT | CLGN | 200,000 | $538,000 | 0.67% |
| 44 | DARE BIOSCIENCE INC | DARE | 232,373 | $487,983 | 0.61% |
| 45 | MILESTONE PHARMACEUTICALS IN | MIST | 231,671 | $463,342 | 0.58% |
| 46 | ORCHESTRA BIOMED HLDGS INC | OBIO | 166,000 | $411,680 | 0.51% |
| 47 | WESTPORT FUEL SYSTEMS INC | WPRT | 137,000 | $310,990 | 0.39% |
| 48 | DUOS TECHNOLOGIES GROUP INC | DUOT | 35,000 | $257,600 | 0.32% |
| 49 | IRIDEX CORP | IRIX | 184,230 | $210,114 | 0.26% |
| 50 | SCYNEXIS INC | SCYX | 245,939 | $189,373 | 0.24% |
| 51 | MNTN INC | MNTN | 10,000 | $185,500 | 0.23% |
| 52 | SOCKET MOBILE INC | SCKT | 116,556 | $120,053 | 0.15% |
| 53 | PRECISION OPTICS CORP INC MA | POCI | 25,000 | $108,750 | 0.14% |
| 54 | DATAVAULT AI INC | DVLT | 99,200 | $108,128 | 0.13% |