Filed: 2/5/2025ACC: 0001214659-25-001937
📋 What this filing means
AMH EQUITY LTD filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $101.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$101.54M
Total AUM (reported)
19.38M
Total Shares
Allocation by class
COM$63.36M62.4%
COM CL A$11.12M10.9%
CL A$10.36M10.2%
COM NEW$5.28M5.2%
ORDINARY SHARES$3.68M3.6%
SPONSORED ADS$2.43M2.4%
SHS NEW$1.63M1.6%
Portfolio Concentration
Top 3$27.21M26.8%
4–10$36.01M35.5%
11–25$24.16M23.8%
Rest$14.16M13.9%
Top 3 weight
26.8%
Top 10 weight
62.3%
Voting Authority Distribution
Total shares with voting rights: 19.38M
Sole
Full voting authority
19.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings53
Rows:
LIGHTPATH TECHNOLOGIES INC
SOLEShares2.84M
TypeSH
Market value$10.03M
9.87%
Sole
2.84M
Shared
0.00
None
0.00
UNIVERSAL ELECTRS INC
SOLEShares800K
TypeSH
Market value$8.80M
8.67%
Sole
800K
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares713.69K
TypeSH
Market value$8.39M
8.26%
Sole
713.69K
Shared
0.00
None
0.00
PBF ENERGY INC
SOLEShares301.80K
TypeSH
Market value$8.01M
7.89%
Sole
301.80K
Shared
0.00
None
0.00
POWERFLEET INC
SOLEShares1.17M
TypeSH
Market value$7.82M
7.70%
Sole
1.17M
Shared
0.00
None
0.00
HARVARD BIOSCIENCE INC
SOLEShares2.50M
TypeSH
Market value$5.28M
5.19%
Sole
2.50M
Shared
0.00
None
0.00
ALGOMA STL GROUP INC
SOLEShares525K
TypeSH
Market value$5.13M
5.06%
Sole
525K
Shared
0.00
None
0.00
MARIS TECH LTD
SOLEShares730K
TypeSH
Market value$3.68M
3.62%
Sole
730K
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
SOLEShares110K
TypeSH
Market value$3.16M
3.12%
Sole
110K
Shared
0.00
None
0.00
CVD EQUIP CORP
SOLEShares665K
TypeSH
Market value$2.93M
2.88%
Sole
665K
Shared
0.00
None
0.00
SEQUANS COMMUNICATIONS S A
SOLEShares696.94K
TypeSH
Market value$2.43M
2.40%
Sole
696.94K
Shared
0.00
None
0.00
SPARTANNASH CO
SOLEShares125K
TypeSH
Market value$2.29M
2.26%
Sole
125K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares30K
TypeSH
Market value$2.22M
2.18%
Sole
30K
Shared
0.00
None
0.00
BRIGHTCOVE INC
SOLEShares507.51K
TypeSH
Market value$2.21M
2.17%
Sole
507.51K
Shared
0.00
None
0.00
HURCO CO
SOLEShares110.56K
TypeSH
Market value$2.13M
2.10%
Sole
110.56K
Shared
0.00
None
0.00
ATOMERA INC
SOLEShares180K
TypeSH
Market value$2.09M
2.06%
Sole
180K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares100K
TypeSH
Market value$1.46M
1.44%
Sole
100K
Shared
0.00
None
0.00
KENNAMETAL INC
SOLEShares60K
TypeSH
Market value$1.44M
1.42%
Sole
60K
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
SOLEShares80K
TypeSH
Market value$1.27M
1.25%
Sole
80K
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares100K
TypeSH
Market value$1.25M
1.23%
Sole
100K
Shared
0.00
None
0.00
RAIL VISION LTD
SOLEShares575K
TypeSH
Market value$1.21M
1.19%
Sole
575K
Shared
0.00
None
0.00
VIEMED HEALTHCARE INC
SOLEShares138.90K
TypeSH
Market value$1.11M
1.10%
Sole
138.90K
Shared
0.00
None
0.00
STRATASYS LTD
SOLEShares115.10K
TypeSH
Market value$1.02M
1.01%
Sole
115.10K
Shared
0.00
None
0.00
PROFIRE ENERGY INC
SOLEShares400K
TypeSH
Market value$1.02M
1.00%
Sole
400K
Shared
0.00
None
0.00
INTEST CORP
SOLEShares117.99K
TypeSH
Market value$1.01M
1.00%
Sole
117.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LIGHTPATH TECHNOLOGIES INCSOLE | COM CL A | 2.84M | SH | $10.03M 9.87% | 2.84M | 0.00 | 0.00 |
UNIVERSAL ELECTRS INCSOLE | COM | 800K | SH | $8.80M 8.67% | 800K | 0.00 | 0.00 |
TWIN DISC INCSOLE | COM | 713.69K | SH | $8.39M 8.26% | 713.69K | 0.00 | 0.00 |
PBF ENERGY INCSOLE | CL A | 301.80K | SH | $8.01M 7.89% | 301.80K | 0.00 | 0.00 |
POWERFLEET INCSOLE | COM | 1.17M | SH | $7.82M 7.70% | 1.17M | 0.00 | 0.00 |
HARVARD BIOSCIENCE INCSOLE | COM | 2.50M | SH | $5.28M 5.19% | 2.50M | 0.00 | 0.00 |
ALGOMA STL GROUP INCSOLE | COM | 525K | SH | $5.13M 5.06% | 525K | 0.00 | 0.00 |
MARIS TECH LTDSOLE | ORDINARY SHARES | 730K | SH | $3.68M 3.62% | 730K | 0.00 | 0.00 |
THERMON GROUP HLDGS INCSOLE | COM | 110K | SH | $3.16M 3.12% | 110K | 0.00 | 0.00 |
CVD EQUIP CORPSOLE | COM | 665K | SH | $2.93M 2.88% | 665K | 0.00 | 0.00 |
SEQUANS COMMUNICATIONS S ASOLE | SPONSORED ADS | 696.94K | SH | $2.43M 2.40% | 696.94K | 0.00 | 0.00 |
SPARTANNASH COSOLE | COM | 125K | SH | $2.29M 2.26% | 125K | 0.00 | 0.00 |
BRADY CORPSOLE | CL A | 30K | SH | $2.22M 2.18% | 30K | 0.00 | 0.00 |
BRIGHTCOVE INCSOLE | COM | 507.51K | SH | $2.21M 2.17% | 507.51K | 0.00 | 0.00 |
HURCO COSOLE | COM | 110.56K | SH | $2.13M 2.10% | 110.56K | 0.00 | 0.00 |
ATOMERA INCSOLE | COM | 180K | SH | $2.09M 2.06% | 180K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 100K | SH | $1.46M 1.44% | 100K | 0.00 | 0.00 |
KENNAMETAL INCSOLE | COM | 60K | SH | $1.44M 1.42% | 60K | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPSOLE | COM | 80K | SH | $1.27M 1.25% | 80K | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 100K | SH | $1.25M 1.23% | 100K | 0.00 | 0.00 |
RAIL VISION LTDSOLE | SHS NEW | 575K | SH | $1.21M 1.19% | 575K | 0.00 | 0.00 |
VIEMED HEALTHCARE INCSOLE | COM | 138.90K | SH | $1.11M 1.10% | 138.90K | 0.00 | 0.00 |
STRATASYS LTDSOLE | SHS | 115.10K | SH | $1.02M 1.01% | 115.10K | 0.00 | 0.00 |
PROFIRE ENERGY INCSOLE | COM | 400K | SH | $1.02M 1.00% | 400K | 0.00 | 0.00 |
INTEST CORPSOLE | COM | 117.99K | SH | $1.01M 1.00% | 117.99K | 0.00 | 0.00 |
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