# AMH Equity Ltd

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1600535. Source: https://holderbook.com/funds/1600535-amh-equity-ltd/

- Reported value: $80.3M
- Positions: 54
- Weight of the ten largest: 50.7%
- Filed: 2025-10-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| LIGHTPATH TECHNOLOGIES INC | [LPTH](https://holderbook.com/stocks/LPTH/) | $10.3M | 1,300,000 | 12.8% | 11 |
| POWERFLEET INC | [AIOT](https://holderbook.com/stocks/AIOT/) | $4.7M | 900,000 | 5.9% | 7 |
| TWIN DISC INC | [TWIN](https://holderbook.com/stocks/TWIN/) | $4.6M | 330,090 | 5.7% | 16 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $3.8M | 110,000 | 4.7% | 3 |
| UNIVERSAL ELECTRS INC | [UEIC](https://holderbook.com/stocks/UEIC/) | $3.7M | 800,000 | 4.6% | 10 |
| INTERDIGITAL INC | [IDCC](https://holderbook.com/stocks/IDCC/) | $3.5M | 10,000 | 4.3% | 3 |
| MYRIAD GENETICS INC | [MYGN](https://holderbook.com/stocks/MYGN/) | $2.9M | 400,000 | 3.6% | 2 |
| DUCOMMUN INC DEL | [DCO](https://holderbook.com/stocks/DCO/) | $2.9M | 30,000 | 3.6% | 3 |
| PRECIPIO INC | [PRPO](https://holderbook.com/stocks/PRPO/) | $2.3M | 131,100 | 2.9% | 3 |
| BABCOCK & WILCOX ENTERPRISES | [BW](https://holderbook.com/stocks/BW/) | $2.0M | 704,145 | 2.5% | 1 |
| HEALTH CATALYST INC | [HCAT](https://holderbook.com/stocks/HCAT/) | $1.9M | 660,000 | 2.3% | 3 |
| ASCENT INDUSTRIES CO | [ACNT](https://holderbook.com/stocks/ACNT/) | $1.9M | 145,019 | 2.3% | 4 |
| STRATASYS LTD | [SSYS](https://holderbook.com/stocks/SSYS/) | $1.9M | 166,000 | 2.3% | 4 |
| RF INDS LTD | [RFIL](https://holderbook.com/stocks/RFIL/) | $1.8M | 223,900 | 2.3% | 1 |
| HARVARD BIOSCIENCE INC | [HBIO](https://holderbook.com/stocks/HBIO/) | $1.8M | 4,047,535 | 2.2% | 16 |
| LINCOLN EDL SVCS CORP | [LINC](https://holderbook.com/stocks/LINC/) | $1.8M | 75,000 | 2.2% | 5 |
| BRADY CORP | [BRC](https://holderbook.com/stocks/BRC/) | $1.5M | 19,603 | 1.9% | 5 |
| TEAM INC | [TISI](https://holderbook.com/stocks/TISI/) | $1.5M | 90,274 | 1.9% | 5 |
| NLIGHT INC | [LASR](https://holderbook.com/stocks/LASR/) | $1.5M | 50,000 | 1.8% | 3 |
| CVD EQUIP CORP | [CVV](https://holderbook.com/stocks/CVV/) | $1.4M | 416,927 | 1.7% | 16 |
| HURCO CO | [HURC](https://holderbook.com/stocks/HURC/) | $1.4M | 78,279 | 1.7% | 5 |
| MARIS TECH LTD | [MTEK](https://holderbook.com/stocks/MTEK/) | $1.3M | 684,400 | 1.6% | 7 |
| INTEST CORP | [INTT](https://holderbook.com/stocks/INTT/) | $1.3M | 161,711 | 1.6% | 5 |
| ELECTROVAYA INC | [ELVA](https://holderbook.com/stocks/ELVA/) | $1.2M | 200,718 | 1.5% | 3 |
| MATERIALISE NV | [MTLS](https://holderbook.com/stocks/MTLS/) | $1.2M | 207,661 | 1.4% | 3 |
| ONE STOP SYS INC | [OSS](https://holderbook.com/stocks/OSS/) | $1.1M | 200,000 | 1.3% | 1 |
| QUINSTREET INC | [QNST](https://holderbook.com/stocks/QNST/) | $1.0M | 66,000 | 1.3% | 3 |
| NOVA MINERALS LTD | [NVA](https://holderbook.com/stocks/NVA/) | $984.0K | 60,000 | 1.2% | 1 |
| NEXXEN INTL LTD | [NEXN](https://holderbook.com/stocks/NEXN/) | $925.0K | 100,000 | 1.2% | 1 |
| DMC GLOBAL INC | [BOOM](https://holderbook.com/stocks/BOOM/) | $845.0K | 100,000 | 1.1% | 1 |
| IDEAL PWR INC | [IPWR](https://holderbook.com/stocks/IPWR/) | $785.1K | 156,400 | 1.0% | 1 |
| RICHARDSON ELECTRS LTD | [RELL](https://holderbook.com/stocks/RELL/) | $783.2K | 80,000 | 1.0% | 1 |
| INSPIRED ENTMT INC | [INSE](https://holderbook.com/stocks/INSE/) | $750.4K | 80,000 | 0.9% | 3 |
| EHEALTH INC | [EHTH](https://holderbook.com/stocks/EHTH/) | $715.5K | 166,000 | 0.9% | 4 |
| CAMBIUM NETWORKS CORP | [CMBMF](https://holderbook.com/stocks/CMBMF/) | $715.4K | 800,000 | 0.9% | 4 |
| CONCRETE PUMPING HLDGS INC | [BBCP](https://holderbook.com/stocks/BBCP/) | $705.0K | 100,000 | 0.9% | 1 |
| LIGHTSPEED COMMERCE INC | [LSPD](https://holderbook.com/stocks/LSPD/) | $693.0K | 60,000 | 0.9% | 1 |
| BROADWIND INC | [BWEN](https://holderbook.com/stocks/BWEN/) | $679.1K | 323,382 | 0.8% | 3 |
| MEIRAGTX HLDGS PLC | [MGTX](https://holderbook.com/stocks/MGTX/) | $658.4K | 80,000 | 0.8% | 1 |
| CLEARFIELD INC | [CLFD](https://holderbook.com/stocks/CLFD/) | $639.5K | 18,600 | 0.8% | 1 |
| DXC TECHNOLOGY CO | [DXC](https://holderbook.com/stocks/DXC/) | $545.2K | 0 | 0.7% | 2 |
| VIEMED HEALTHCARE INC | [VMD](https://holderbook.com/stocks/VMD/) | $543.2K | 80,000 | 0.7% | 5 |
| COLLPLANT BIOTECHNOLOGIES LT | [CLGN](https://holderbook.com/stocks/CLGN/) | $538.0K | 200,000 | 0.7% | 6 |
| DARE BIOSCIENCE INC | [DARE](https://holderbook.com/stocks/DARE/) | $488.0K | 232,373 | 0.6% | 5 |
| MILESTONE PHARMACEUTICALS IN | [MIST](https://holderbook.com/stocks/MIST/) | $463.3K | 231,671 | 0.6% | 1 |
| ORCHESTRA BIOMED HLDGS INC | [OBIO](https://holderbook.com/stocks/OBIO/) | $411.7K | 166,000 | 0.5% | 1 |
| WESTPORT FUEL SYSTEMS INC | [WPRT](https://holderbook.com/stocks/WPRT/) | $311.0K | 137,000 | 0.4% | 9 |
| DUOS TECHNOLOGIES GROUP INC | [DUOT](https://holderbook.com/stocks/DUOT/) | $257.6K | 35,000 | 0.3% | 1 |
| IRIDEX CORP | [IRIX](https://holderbook.com/stocks/IRIX/) | $210.1K | 184,230 | 0.3% | 11 |
| SCYNEXIS INC | [SCYX](https://holderbook.com/stocks/SCYX/) | $189.4K | 245,939 | 0.2% | 11 |
| MNTN INC | [MNTN](https://holderbook.com/stocks/MNTN/) | $185.5K | 10,000 | 0.2% | 1 |
| SOCKET MOBILE INC | [SCKT](https://holderbook.com/stocks/SCKT/) | $120.1K | 116,556 | 0.1% | 4 |
| PRECISION OPTICS CORP INC MA | [POCI](https://holderbook.com/stocks/POCI/) | $108.8K | 25,000 | 0.1% | 8 |
| DATAVAULT AI INC | [DVLT](https://holderbook.com/stocks/DVLT/) | $108.1K | 99,200 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2025 | +35.3% | +7.8% | +27.5% | 88% |
| Q2 2025 | +8.5% | +10.5% | -1.9% | 100% |
| Q1 2025 | -31.1% | -4.6% | -26.5% | 94% |
| Q4 2024 | +27.0% | +2.1% | +24.9% | 100% |
| Q3 2024 | -1.0% | +5.4% | -6.4% | 91% |
| Q2 2024 | -9.2% | +4.0% | -13.2% | 98% |
| Q1 2024 | -5.7% | +10.0% | -15.7% | 99% |
| Q4 2023 | +8.6% | +11.2% | -2.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $80.3M | 54 |
| Q2 2025 | $76.1M | 50 |
| Q1 2025 | $66.3M | 53 |
| Q4 2024 | $101.5M | 53 |
| Q3 2024 | $78.8M | 46 |
| Q2 2024 | $75.4M | 33 |
| Q1 2024 | $102.0M | 39 |
| Q4 2023 | $111.3M | 34 |
| Q3 2023 | $91.0M | 31 |
| Q2 2023 | $87.5M | 27 |
| Q1 2023 | $87.3M | 24 |
| Q4 2022 | $67.4M | 17 |