Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

Amh Equity Ltd has $66.30 million in total holdings as of March 31, 2025.
Amh Equity Ltd owns shares of 53 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 34.40% of the portfolio was purchased this quarter.
About 50.59% of the portfolio was sold this quarter.
This quarter, Amh Equity Ltd has purchased 53 new stocks and bought additional shares in 13 stocks.
Amh Equity Ltd sold shares of 15 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

PowerFleet: $6,039,000
Universal Electronics: $4,700,827
LightPath Technologies: $4,581,471
Twin Disc: $4,012,751
DIGITALOCEAN HLDGS INC: $3,185,406

Largest New Holdings this Quarter

25402D102 - DIGITALOCEAN HLDGS INC: $3,185,406 Holding
88076W103 - Teradata: $3,034,800 Holding
45867G101 - InterDigital: $2,274,250 Holding
264147109 - Ducommun: $1,566,810 Holding
87484T108 - Talos Energy: $1,458,000 Holding

Largest Purchases this Quarter

DIGITALOCEAN HLDGS INC: 95,400 shares (about $3.19M)
Teradata: 135,000 shares (about $3.03M)
InterDigital: 11,000 shares (about $2.27M)
Ducommun: 27,000 shares (about $1.57M)
Talos Energy: 150,000 shares (about $1.46M)

Largest Sales this Quarter

Twin Disc: 183,600 shares (about $1.39M)
Algoma Steel Group: 254,997 shares (about $1.38M)
Thermon Group: 44,000 shares (about $1.23M)
LightPath Technologies: 560,661 shares (about $1.13M)
SpartanNash: 45,000 shares (about $911.70K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PWFL PowerFleet	$6,039,000	$406,227 ▼	-6.3%	1,100,000	9.1%	Transportation
UEIC Universal Electronics	$4,700,827	$195,173 ▼	-4.0%	768,109	7.1%	Computer and Technology
LPTH LightPath Technologies	$4,581,471	$1,126,929 ▼	-19.7%	2,279,339	6.9%	Computer and Technology
TWIN Twin Disc	$4,012,751	$1,389,852 ▼	-25.7%	530,086	6.1%	Industrials
DIGITALOCEAN HLDGS INC	$3,185,406	$3,185,406 ▲	New Holding	95,400	4.8%	COM
TDC Teradata	$3,034,800	$3,034,800 ▲	New Holding	135,000	4.6%	Computer and Technology
IDCC InterDigital	$2,274,250	$2,274,250 ▲	New Holding	11,000	3.4%	Computer and Technology
HBIO Harvard Bioscience	$1,917,243	$502,243 ▲	35.5%	3,387,355	2.9%	Computer and Technology
THR Thermon Group	$1,838,100	$1,225,400 ▼	-40.0%	66,000	2.8%	Computer and Technology
HURC Hurco Companies	$1,813,259	$98,426 ▲	5.7%	116,909	2.7%	Industrials
CVV CVD Equipment	$1,767,927	$273,623 ▼	-13.4%	575,872	2.7%	Industrials
BRC Brady	$1,766,000	$353,200 ▼	-16.7%	25,000	2.7%	Industrials
SEQUANS COMMUNICATIONS S A	$1,680,000	$216,422 ▲	14.8%	800,000	2.5%	SPONSORED ADS
MTEK Maris-Tech	$1,655,500	$86,000 ▲	5.5%	770,000	2.5%	Business Services
SPTN SpartanNash	$1,620,800	$911,700 ▼	-36.0%	80,000	2.4%	Retail/Wholesale
DCO Ducommun	$1,566,810	$1,566,810 ▲	New Holding	27,000	2.4%	Aerospace
ACNT Ascent Industries	$1,511,984	$752,384 ▲	99.1%	119,430	2.3%	Industrials
ASTL Algoma Steel Group	$1,463,416	$1,382,083 ▼	-48.6%	270,003	2.2%	Basic Materials
TALO Talos Energy	$1,458,000	$1,458,000 ▲	New Holding	150,000	2.2%	Energy
LINC Lincoln Educational Services	$1,269,600		0.0%	80,000	1.9%	Consumer Discretionary
HCAT Health Catalyst	$1,143,825	$1,143,825 ▲	New Holding	252,500	1.7%	Medical
VMD Viemed Healthcare	$1,011,192		0.0%	138,900	1.5%	Medical
GOLD Barrick Gold	$991,440	$991,440 ▲	New Holding	51,000	1.5%	Basic Materials
LASR nLIGHT	$931,755	$931,755 ▲	New Holding	119,917	1.4%	Computer and Technology
CGAU Centerra Gold	$901,700	$901,700 ▲	New Holding	142,000	1.4%	Basic Materials
PFMT Performant Financial	$888,000	$888,000 ▲	New Holding	300,000	1.3%	Business Services
CMBM Cambium Networks	$882,144	$295,168 ▲	50.3%	1,250,381	1.3%	Computer and Technology
INTT inTEST	$824,750		0.0%	117,990	1.2%	Computer and Technology
TISI Team	$783,514	$30,574 ▲	4.1%	46,307	1.2%	Construction
ASPN Aspen Aerogels	$702,900	$702,900 ▲	New Holding	110,000	1.1%	Construction
WPRT Westport Fuel Systems	$670,738		0.0%	180,792	1.0%	Auto/Tires/Trucks
SSYS Stratasys	$633,951	$492,877 ▼	-43.7%	64,755	1.0%	Computer and Technology
INSE Inspired Entertainment	$631,960	$631,960 ▲	New Holding	74,000	1.0%	Business Services
SCYX SCYNEXIS	$597,002	$938 ▲	0.2%	627,037	0.9%	Medical
MTLS Materialise	$541,200	$541,200 ▲	New Holding	110,000	0.8%	Computer and Technology
QNST QuinStreet	$535,200	$535,200 ▲	New Holding	30,000	0.8%	Computer and Technology
IRIX IRIDEX	$513,356	$17,246 ▲	3.5%	518,541	0.8%	Computer and Technology
LTRX Lantronix	$499,945	$499,945 ▲	New Holding	200,781	0.8%	Computer and Technology
DARE BIOSCIENCE INC	$474,833	$41,333 ▲	9.5%	164,302	0.7%	COM NEW
ASYS Amtech Systems	$471,326	$272,451 ▲	137.0%	97,583	0.7%	Computer and Technology
MCHX Marchex	$353,894	$53,606 ▼	-13.2%	217,113	0.5%	Computer and Technology
CLGN CollPlant Biotechnologies	$322,500	$21,930 ▲	7.3%	125,000	0.5%	Medical
DUOT Duos Technologies Group	$282,000	$282,000 ▲	New Holding	50,000	0.4%	Business Services
ELECTROVAYA INC	$231,000	$231,000 ▲	New Holding	100,000	0.3%	COM NEW
PRECIPIO INC	$210,617	$210,617 ▲	New Holding	38,294	0.3%	COM
BWEN Broadwind	$208,800	$208,800 ▲	New Holding	144,000	0.3%	Industrials
EHTH eHealth	$193,720	$109,124 ▼	-36.0%	29,000	0.3%	Finance
POCI Precision Optics	$186,750	$91,835 ▼	-33.0%	45,000	0.3%	Medical
DRIO DarioHealth	$153,050	$153,050 ▲	New Holding	250,000	0.2%	Medical
SCKT Socket Mobile	$141,700	$10,281 ▲	7.8%	125,398	0.2%	Computer and Technology
MOGO INC	$107,198	$103,239 ▼	-49.1%	124,649	0.2%	COM
HYPR Hyperfine	$89,598	$89,598 ▲	New Holding	125,084	0.1%	Medical
BDSX Biodesix	$29,868	$377,684 ▼	-92.7%	47,773	0.0%	Medical
PBF PBF Energy	$0	$8,012,790 ▼	-100.0%	0	0.0%	Energy
BCOV Brightcove	$0	$2,207,682 ▼	-100.0%	0	0.0%	Computer and Technology
ATOM Atomera	$0	$2,088,000 ▼	-100.0%	0	0.0%	Computer and Technology
CRGY Crescent Energy	$0	$1,461,000 ▼	-100.0%	0	0.0%	Energy
KMT Kennametal	$0	$1,441,200 ▼	-100.0%	0	0.0%	Industrials
VTRS Viatris	$0	$1,245,000 ▼	-100.0%	0	0.0%	Medical
RAIL VISION LTD	$0	$1,213,250 ▼	-100.0%	0	0.0%	SHS NEW
PFIE Profire Energy	$0	$1,016,000 ▼	-100.0%	0	0.0%	Energy
ONDS Ondas	$0	$952,320 ▼	-100.0%	0	0.0%	Computer and Technology
GRAIL INC	$0	$857,532 ▼	-100.0%	0	0.0%	COM
BARNES & NOBLE ED INC	$0	$803,200 ▼	-100.0%	0	0.0%	COM NEW
BFLY Butterfly Network	$0	$624,000 ▼	-100.0%	0	0.0%	Medical
OPRX OptimizeRx	$0	$607,500 ▼	-100.0%	0	0.0%	Computer and Technology
BCRX BioCryst Pharmaceuticals	$0	$601,600 ▼	-100.0%	0	0.0%	Medical
IHRT iHeartMedia	$0	$465,983 ▼	-100.0%	0	0.0%	Consumer Discretionary
PRTS CarParts.com	$0	$368,496 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
SYNCHRONOSS TECHNOLOGIES INC	$0	$364,800 ▼	-100.0%	0	0.0%	COM NEW
DGII Digi International	$0	$302,300 ▼	-100.0%	0	0.0%	Computer and Technology
ICAD iCAD	$0	$250,057 ▼	-100.0%	0	0.0%	Computer and Technology
GDOT Green Dot	$0	$127,680 ▼	-100.0%	0	0.0%	Business Services
XTNT Xtant Medical	$0	$34,199 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmh Equity Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools