Filed: 5/5/2025ACC: 0001214659-25-006901
📋 What this filing means
AMH EQUITY LTD filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $66.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$66.30M
Total AUM (reported)
17.40M
Total Shares
Allocation by class
COM$50.04M75.5%
COM CL A$4.67M7.0%
COM NEW$3.28M4.9%
SPONSORED ADS$2.22M3.4%
CL A$1.77M2.7%
ORDINARY SHARES$1.66M2.5%
SHS$1.52M2.3%
Portfolio Concentration
Top 3$15.32M23.1%
4–10$18.08M27.3%
11–25$20.74M31.3%
Rest$12.16M18.3%
Top 3 weight
23.1%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 17.40M
Sole
Full voting authority
17.40M
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:
POWERFLEET INC
SOLEShares1.10M
TypeSH
Market value$6.04M
9.11%
Sole
1.10M
Shared
0.00
None
0.00
UNIVERSAL ELECTRS INC
SOLEShares768.11K
TypeSH
Market value$4.70M
7.09%
Sole
768.11K
Shared
0.00
None
0.00
LIGHTPATH TECHNOLOGIES INC
SOLEShares2.28M
TypeSH
Market value$4.58M
6.91%
Sole
2.28M
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares530.09K
TypeSH
Market value$4.01M
6.05%
Sole
530.09K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares95.40K
TypeSH
Market value$3.19M
4.80%
Sole
95.40K
Shared
0.00
None
0.00
TERADATA CORP DEL
SOLEShares135K
TypeSH
Market value$3.03M
4.58%
Sole
135K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares11K
TypeSH
Market value$2.27M
3.43%
Sole
11K
Shared
0.00
None
0.00
HARVARD BIOSCIENCE INC
SOLEShares3.39M
TypeSH
Market value$1.92M
2.89%
Sole
3.39M
Shared
0.00
None
0.00
THERMON GROUP HLDGS INC
SOLEShares66K
TypeSH
Market value$1.84M
2.77%
Sole
66K
Shared
0.00
None
0.00
HURCO CO
SOLEShares116.91K
TypeSH
Market value$1.81M
2.73%
Sole
116.91K
Shared
0.00
None
0.00
CVD EQUIP CORP
SOLEShares575.87K
TypeSH
Market value$1.77M
2.67%
Sole
575.87K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares25K
TypeSH
Market value$1.77M
2.66%
Sole
25K
Shared
0.00
None
0.00
SEQUANS COMMUNICATIONS S A
SOLEShares800K
TypeSH
Market value$1.68M
2.53%
Sole
800K
Shared
0.00
None
0.00
MARIS TECH LTD
SOLEShares770K
TypeSH
Market value$1.66M
2.50%
Sole
770K
Shared
0.00
None
0.00
SPARTANNASH CO
SOLEShares80K
TypeSH
Market value$1.62M
2.44%
Sole
80K
Shared
0.00
None
0.00
DUCOMMUN INC DEL
SOLEShares27K
TypeSH
Market value$1.57M
2.36%
Sole
27K
Shared
0.00
None
0.00
ASCENT INDUSTRIES CO
SOLEShares119.43K
TypeSH
Market value$1.51M
2.28%
Sole
119.43K
Shared
0.00
None
0.00
ALGOMA STL GROUP INC
SOLEShares270K
TypeSH
Market value$1.46M
2.21%
Sole
270K
Shared
0.00
None
0.00
TALOS ENERGY INC
SOLEShares150K
TypeSH
Market value$1.46M
2.20%
Sole
150K
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
SOLEShares80K
TypeSH
Market value$1.27M
1.91%
Sole
80K
Shared
0.00
None
0.00
HEALTH CATALYST INC
SOLEShares252.50K
TypeSH
Market value$1.14M
1.73%
Sole
252.50K
Shared
0.00
None
0.00
VIEMED HEALTHCARE INC
SOLEShares138.90K
TypeSH
Market value$1.01M
1.53%
Sole
138.90K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares51K
TypeSH
Market value$991.4K
1.50%
Sole
51K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares119.92K
TypeSH
Market value$931.8K
1.41%
Sole
119.92K
Shared
0.00
None
0.00
CENTERRA GOLD INC
SOLEShares142K
TypeSH
Market value$901.7K
1.36%
Sole
142K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POWERFLEET INCSOLE | COM | 1.10M | SH | $6.04M 9.11% | 1.10M | 0.00 | 0.00 |
UNIVERSAL ELECTRS INCSOLE | COM | 768.11K | SH | $4.70M 7.09% | 768.11K | 0.00 | 0.00 |
LIGHTPATH TECHNOLOGIES INCSOLE | COM CL A | 2.28M | SH | $4.58M 6.91% | 2.28M | 0.00 | 0.00 |
TWIN DISC INCSOLE | COM | 530.09K | SH | $4.01M 6.05% | 530.09K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 95.40K | SH | $3.19M 4.80% | 95.40K | 0.00 | 0.00 |
TERADATA CORP DELSOLE | COM | 135K | SH | $3.03M 4.58% | 135K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 11K | SH | $2.27M 3.43% | 11K | 0.00 | 0.00 |
HARVARD BIOSCIENCE INCSOLE | COM | 3.39M | SH | $1.92M 2.89% | 3.39M | 0.00 | 0.00 |
THERMON GROUP HLDGS INCSOLE | COM | 66K | SH | $1.84M 2.77% | 66K | 0.00 | 0.00 |
HURCO COSOLE | COM | 116.91K | SH | $1.81M 2.73% | 116.91K | 0.00 | 0.00 |
CVD EQUIP CORPSOLE | COM | 575.87K | SH | $1.77M 2.67% | 575.87K | 0.00 | 0.00 |
BRADY CORPSOLE | CL A | 25K | SH | $1.77M 2.66% | 25K | 0.00 | 0.00 |
SEQUANS COMMUNICATIONS S ASOLE | SPONSORED ADS | 800K | SH | $1.68M 2.53% | 800K | 0.00 | 0.00 |
MARIS TECH LTDSOLE | ORDINARY SHARES | 770K | SH | $1.66M 2.50% | 770K | 0.00 | 0.00 |
SPARTANNASH COSOLE | COM | 80K | SH | $1.62M 2.44% | 80K | 0.00 | 0.00 |
DUCOMMUN INC DELSOLE | COM | 27K | SH | $1.57M 2.36% | 27K | 0.00 | 0.00 |
ASCENT INDUSTRIES COSOLE | COM | 119.43K | SH | $1.51M 2.28% | 119.43K | 0.00 | 0.00 |
ALGOMA STL GROUP INCSOLE | COM | 270K | SH | $1.46M 2.21% | 270K | 0.00 | 0.00 |
TALOS ENERGY INCSOLE | COM | 150K | SH | $1.46M 2.20% | 150K | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPSOLE | COM | 80K | SH | $1.27M 1.91% | 80K | 0.00 | 0.00 |
HEALTH CATALYST INCSOLE | COM | 252.50K | SH | $1.14M 1.73% | 252.50K | 0.00 | 0.00 |
VIEMED HEALTHCARE INCSOLE | COM | 138.90K | SH | $1.01M 1.53% | 138.90K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 51K | SH | $991.4K 1.50% | 51K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 119.92K | SH | $931.8K 1.41% | 119.92K | 0.00 | 0.00 |
CENTERRA GOLD INCSOLE | COM | 142K | SH | $901.7K 1.36% | 142K | 0.00 | 0.00 |
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