AMH Equity Ltd 13F Holdings

CIK 0001600535 · Great Neck, NY

As of Sep 30, 2025, AMH Equity Ltd reported 54 positions worth $80.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
LIGHTPATH TECHNOLOGIES INCLPTH—1,300,000 0.3M12.84%
POWERFLEET INCAIOTTechnology900,000$4.7M5.87%
TWIN DISC INCTWINIndustrials330,090$4.6M5.73%
DIGITALOCEAN HOLDINGS INCDOCNTechnology110,000$3.8M4.68%
UNIVERSAL ELECTRS INCUEICTechnology800,000$3.7M4.64%
INTERDIGITAL INCIDCCCommunication Services10,000$3.5M4.30%
MYRIAD GENETICS INCMYGNHealthcare400,000$2.9M3.60%
DUCOMMUN INC DELDCO—30,000$2.9M3.59%
PRECIPIO INCPRPOHealthcare131,100$2.3M2.90%
BABCOCK & WILCOX ENTERPRISES INCBWIndustrials704,145$2.0M2.54%
HEALTH CATALYST INCHCATHealthcare660,000 .9M2.34%
ASCENT INDUSTRIES COACNTBasic Materials145,019 .9M2.33%
STRATASYS LTDSSYSTechnology166,000 .9M2.32%
RF INDS LTDRFILIndustrials223,900 .8M2.29%
HARVARD BIOSCIENCE INCHBIOHealthcare4,047,535 .8M2.21%
LINCOLN EDL SVCS CORPLINCConsumer Defensive75,000 .8M2.19%
BRADY CORPBRCIndustrials19,603 .5M1.90%
TEAM INCTISIIndustrials90,274 .5M1.86%
NLIGHT INCLASRTechnology50,000 .5M1.84%
CVD EQUIP CORPCVVIndustrials416,927 .4M1.74%
HURCO COHURCIndustrials78,279 .4M1.70%
MARIS TECH LTDMTEKTechnology684,400 .3M1.59%
INTEST CORPINTTTechnology161,711 .3M1.57%
ELECTROVAYA INCELVAIndustrials200,718 .2M1.47%
MATERIALISE NVMTLSTechnology207,661 .2M1.44%