Filed: 10/29/2025ACC: 0001214659-25-015486
📋 What this filing means
AMH EQUITY LTD filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $80.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$80.30M
Total AUM (reported)
16.14M
Total Shares
Allocation by class
COM$53.13M66.2%
COM CL A$10.31M12.8%
COM NEW$5.05M6.3%
SHS$2.57M3.2%
SPONSORED ADS$2.14M2.7%
COM PAR $0.01$1.84M2.3%
CL A$1.72M2.1%
Portfolio Concentration
Top 3$19.63M24.4%
4–10$21.09M26.3%
11–25$23.13M28.8%
Rest$16.45M20.5%
Top 3 weight
24.4%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 16.14M
Sole
Full voting authority
16.14M
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)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
LIGHTPATH TECHNOLOGIES INC
SOLEShares1.30M
TypeSH
Market value$10.31M
12.84%
Sole
1.30M
Shared
0.00
None
0.00
POWERFLEET INC
SOLEShares900K
TypeSH
Market value$4.72M
5.87%
Sole
900K
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares330.09K
TypeSH
Market value$4.60M
5.73%
Sole
330.09K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares110K
TypeSH
Market value$3.76M
4.68%
Sole
110K
Shared
0.00
None
0.00
UNIVERSAL ELECTRS INC
SOLEShares800K
TypeSH
Market value$3.73M
4.64%
Sole
800K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares10K
TypeSH
Market value$3.45M
4.30%
Sole
10K
Shared
0.00
None
0.00
MYRIAD GENETICS INC
SOLEShares400K
TypeSH
Market value$2.89M
3.60%
Sole
400K
Shared
0.00
None
0.00
DUCOMMUN INC DEL
SOLEShares30K
TypeSH
Market value$2.88M
3.59%
Sole
30K
Shared
0.00
None
0.00
PRECIPIO INC
SOLEShares131.10K
TypeSH
Market value$2.33M
2.90%
Sole
131.10K
Shared
0.00
None
0.00
BABCOCK & WILCOX ENTERPRISES
SOLEShares704.14K
TypeSH
Market value$2.04M
2.54%
Sole
704.14K
Shared
0.00
None
0.00
HEALTH CATALYST INC
SOLEShares660K
TypeSH
Market value$1.88M
2.34%
Sole
660K
Shared
0.00
None
0.00
ASCENT INDUSTRIES CO
SOLEShares145.02K
TypeSH
Market value$1.87M
2.33%
Sole
145.02K
Shared
0.00
None
0.00
STRATASYS LTD
SOLEShares166K
TypeSH
Market value$1.86M
2.32%
Sole
166K
Shared
0.00
None
0.00
RF INDS LTD
SOLEShares223.90K
TypeSH
Market value$1.84M
2.29%
Sole
223.90K
Shared
0.00
None
0.00
HARVARD BIOSCIENCE INC
SOLEShares4.05M
TypeSH
Market value$1.77M
2.21%
Sole
4.05M
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
SOLEShares75K
TypeSH
Market value$1.76M
2.19%
Sole
75K
Shared
0.00
None
0.00
BRADY CORP
SOLEShares19.60K
TypeSH
Market value$1.53M
1.90%
Sole
19.60K
Shared
0.00
None
0.00
TEAM INC
SOLEShares90.27K
TypeSH
Market value$1.50M
1.86%
Sole
90.27K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares50K
TypeSH
Market value$1.48M
1.84%
Sole
50K
Shared
0.00
None
0.00
CVD EQUIP CORP
SOLEShares416.93K
TypeSH
Market value$1.40M
1.74%
Sole
416.93K
Shared
0.00
None
0.00
HURCO CO
SOLEShares78.28K
TypeSH
Market value$1.36M
1.70%
Sole
78.28K
Shared
0.00
None
0.00
MARIS TECH LTD
SOLEShares684.40K
TypeSH
Market value$1.27M
1.59%
Sole
684.40K
Shared
0.00
None
0.00
INTEST CORP
SOLEShares161.71K
TypeSH
Market value$1.26M
1.57%
Sole
161.71K
Shared
0.00
None
0.00
ELECTROVAYA INC
SOLEShares200.72K
TypeSH
Market value$1.18M
1.47%
Sole
200.72K
Shared
0.00
None
0.00
MATERIALISE NV
SOLEShares207.66K
TypeSH
Market value$1.16M
1.44%
Sole
207.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LIGHTPATH TECHNOLOGIES INCSOLE | COM CL A | 1.30M | SH | $10.31M 12.84% | 1.30M | 0.00 | 0.00 |
POWERFLEET INCSOLE | COM | 900K | SH | $4.72M 5.87% | 900K | 0.00 | 0.00 |
TWIN DISC INCSOLE | COM | 330.09K | SH | $4.60M 5.73% | 330.09K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 110K | SH | $3.76M 4.68% | 110K | 0.00 | 0.00 |
UNIVERSAL ELECTRS INCSOLE | COM | 800K | SH | $3.73M 4.64% | 800K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 10K | SH | $3.45M 4.30% | 10K | 0.00 | 0.00 |
MYRIAD GENETICS INCSOLE | COM | 400K | SH | $2.89M 3.60% | 400K | 0.00 | 0.00 |
DUCOMMUN INC DELSOLE | COM | 30K | SH | $2.88M 3.59% | 30K | 0.00 | 0.00 |
PRECIPIO INCSOLE | COM | 131.10K | SH | $2.33M 2.90% | 131.10K | 0.00 | 0.00 |
BABCOCK & WILCOX ENTERPRISESSOLE | COM | 704.14K | SH | $2.04M 2.54% | 704.14K | 0.00 | 0.00 |
HEALTH CATALYST INCSOLE | COM | 660K | SH | $1.88M 2.34% | 660K | 0.00 | 0.00 |
ASCENT INDUSTRIES COSOLE | COM | 145.02K | SH | $1.87M 2.33% | 145.02K | 0.00 | 0.00 |
STRATASYS LTDSOLE | SHS | 166K | SH | $1.86M 2.32% | 166K | 0.00 | 0.00 |
RF INDS LTDSOLE | COM PAR $0.01 | 223.90K | SH | $1.84M 2.29% | 223.90K | 0.00 | 0.00 |
HARVARD BIOSCIENCE INCSOLE | COM | 4.05M | SH | $1.77M 2.21% | 4.05M | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPSOLE | COM | 75K | SH | $1.76M 2.19% | 75K | 0.00 | 0.00 |
BRADY CORPSOLE | CL A | 19.60K | SH | $1.53M 1.90% | 19.60K | 0.00 | 0.00 |
TEAM INCSOLE | COM NEW | 90.27K | SH | $1.50M 1.86% | 90.27K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 50K | SH | $1.48M 1.84% | 50K | 0.00 | 0.00 |
CVD EQUIP CORPSOLE | COM | 416.93K | SH | $1.40M 1.74% | 416.93K | 0.00 | 0.00 |
HURCO COSOLE | COM | 78.28K | SH | $1.36M 1.70% | 78.28K | 0.00 | 0.00 |
MARIS TECH LTDSOLE | ORDINARY SHARES | 684.40K | SH | $1.27M 1.59% | 684.40K | 0.00 | 0.00 |
INTEST CORPSOLE | COM | 161.71K | SH | $1.26M 1.57% | 161.71K | 0.00 | 0.00 |
ELECTROVAYA INCSOLE | COM NEW | 200.72K | SH | $1.18M 1.47% | 200.72K | 0.00 | 0.00 |
MATERIALISE NVSOLE | SPONSORED ADS | 207.66K | SH | $1.16M 1.44% | 207.66K | 0.00 | 0.00 |
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