AMH EQUITY LTD

PrivateCIK: 1600535
Location

GREAT NECK, NY

54
Positions
$80.30M
Total AUM (reported)
16.14M
Total Shares

Allocation by class

TOTAL AUM$80.30M54 positions
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 324.4%4–1026.3%11–2528.8%Rest20.5%TOP 1050.7%0%100%
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

SOLE
COM CL A
Shares1.30M
TypeSH
Market value$10.31M
12.84%
Sole
1.30M
Shared
0.00
None
0.00

POWERFLEET INC

SOLE
COM
Shares900K
TypeSH
Market value$4.72M
5.87%
Sole
900K
Shared
0.00
None
0.00

TWIN DISC INC

SOLE
COM
Shares330.09K
TypeSH
Market value$4.60M
5.73%
Sole
330.09K
Shared
0.00
None
0.00

DIGITALOCEAN HLDGS INC

SOLE
COM
Shares110K
TypeSH
Market value$3.76M
4.68%
Sole
110K
Shared
0.00
None
0.00

UNIVERSAL ELECTRS INC

SOLE
COM
Shares800K
TypeSH
Market value$3.73M
4.64%
Sole
800K
Shared
0.00
None
0.00

INTERDIGITAL INC

SOLE
COM
Shares10K
TypeSH
Market value$3.45M
4.30%
Sole
10K
Shared
0.00
None
0.00

MYRIAD GENETICS INC

SOLE
COM
Shares400K
TypeSH
Market value$2.89M
3.60%
Sole
400K
Shared
0.00
None
0.00

DUCOMMUN INC DEL

SOLE
COM
Shares30K
TypeSH
Market value$2.88M
3.59%
Sole
30K
Shared
0.00
None
0.00

PRECIPIO INC

SOLE
COM
Shares131.10K
TypeSH
Market value$2.33M
2.90%
Sole
131.10K
Shared
0.00
None
0.00

BABCOCK & WILCOX ENTERPRISES

SOLE
COM
Shares704.14K
TypeSH
Market value$2.04M
2.54%
Sole
704.14K
Shared
0.00
None
0.00

HEALTH CATALYST INC

SOLE
COM
Shares660K
TypeSH
Market value$1.88M
2.34%
Sole
660K
Shared
0.00
None
0.00

ASCENT INDUSTRIES CO

SOLE
COM
Shares145.02K
TypeSH
Market value$1.87M
2.33%
Sole
145.02K
Shared
0.00
None
0.00

STRATASYS LTD

SOLE
SHS
Shares166K
TypeSH
Market value$1.86M
2.32%
Sole
166K
Shared
0.00
None
0.00

RF INDS LTD

SOLE
COM PAR $0.01
Shares223.90K
TypeSH
Market value$1.84M
2.29%
Sole
223.90K
Shared
0.00
None
0.00

HARVARD BIOSCIENCE INC

SOLE
COM
Shares4.05M
TypeSH
Market value$1.77M
2.21%
Sole
4.05M
Shared
0.00
None
0.00

LINCOLN EDL SVCS CORP

SOLE
COM
Shares75K
TypeSH
Market value$1.76M
2.19%
Sole
75K
Shared
0.00
None
0.00

BRADY CORP

SOLE
CL A
Shares19.60K
TypeSH
Market value$1.53M
1.90%
Sole
19.60K
Shared
0.00
None
0.00

TEAM INC

SOLE
COM NEW
Shares90.27K
TypeSH
Market value$1.50M
1.86%
Sole
90.27K
Shared
0.00
None
0.00

NLIGHT INC

SOLE
COM
Shares50K
TypeSH
Market value$1.48M
1.84%
Sole
50K
Shared
0.00
None
0.00

CVD EQUIP CORP

SOLE
COM
Shares416.93K
TypeSH
Market value$1.40M
1.74%
Sole
416.93K
Shared
0.00
None
0.00

HURCO CO

SOLE
COM
Shares78.28K
TypeSH
Market value$1.36M
1.70%
Sole
78.28K
Shared
0.00
None
0.00

MARIS TECH LTD

SOLE
ORDINARY SHARES
Shares684.40K
TypeSH
Market value$1.27M
1.59%
Sole
684.40K
Shared
0.00
None
0.00

INTEST CORP

SOLE
COM
Shares161.71K
TypeSH
Market value$1.26M
1.57%
Sole
161.71K
Shared
0.00
None
0.00

ELECTROVAYA INC

SOLE
COM NEW
Shares200.72K
TypeSH
Market value$1.18M
1.47%
Sole
200.72K
Shared
0.00
None
0.00

MATERIALISE NV

SOLE
SPONSORED ADS
Shares207.66K
TypeSH
Market value$1.16M
1.44%
Sole
207.66K
Shared
0.00
None
0.00
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