Amh Equity Ltd

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 53Value: $66.3MLatest: 2025Q1

AMH Equity Ltd is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 53 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "IRIX",
  "DARE",
  "ASPN",
  "SPTN",
  "MTLS",
  "LASR",
  "QNST",
  "TALO",
  "ASTL",
  "ACNT",
  "BWEN",
  "CMBM",
  "MTEK",
  "LINC",
  "PHLT",
  "POCI",
  "SCYX",
  "SQNS",
  "SSYS",
  "TISI",
  "TWIN",
  "UEIC",
  null,
  null,
  "BDSX",
  "PRPO",
  "LPTH",
  "SCKT",
  null,
  "HCAT",
  "DUOT",
  "HBIO",
  "ASYS",
  "MCHX",
  "THR",
  "AIOT",
  null,
  "CVV",
  "DCO",
  "EHTH",
  "HURC",
  "HYPR",
  "INSE",
  "IDCC",
  "INTT",
  "LTRX",
  "TDC",
  "VMD",
  "DRIO",
  null,
  "BRC",
  "CGAU",
  "DOCN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 53
Total Value: 66298570
Accession Number: 0001214659-25-006901
Form Type: 13F-HR
CIK: amh-equity
Manager Name: Amh-Equity

Data Enrichment

91% identified

48 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

53 positions • $66.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Powerfleet, Inc.

AIOT|73931J109

Shares:1.1M

Value:$6.0M

% of Portfolio:9.1% ($6.0M/$66.3M)

UNIVERSAL ELECTRONICS INC

UEIC|913483103

Shares:768.1K

Value:$4.7M

% of Portfolio:7.1% ($4.7M/$66.3M)

LIGHTPATH TECHNOLOGIES INC

LPTH|532257805

Shares:2.3M

Value:$4.6M

% of Portfolio:6.9% ($4.6M/$66.3M)

TWIN DISC INC

TWIN|901476101

Shares:530.1K

Value:$4.0M

% of Portfolio:6.1% ($4.0M/$66.3M)

DigitalOcean Holdings, Inc.

DOCN|25402D102

Shares:95.4K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$66.3M)

TERADATA CORP /DE/

TDC|88076W103

Shares:135.0K

Value:$3.0M

% of Portfolio:4.6% ($3.0M/$66.3M)

InterDigital, Inc.

IDCC|45867G101

Shares:11.0K

Value:$2.3M

% of Portfolio:3.4% ($2.3M/$66.3M)

HARVARD BIOSCIENCE INC

HBIO|416906105

Shares:3.4M

Value:$1.9M

% of Portfolio:2.9% ($1.9M/$66.3M)

Thermon Group Holdings, Inc.

THR|88362T103

Shares:66.0K

Value:$1.8M

% of Portfolio:2.8% ($1.8M/$66.3M)

HURCO COMPANIES INC

HURC|447324104

Shares:116.9K

Value:$1.8M

% of Portfolio:2.7% ($1.8M/$66.3M)

CVD EQUIPMENT CORP

CVV|126601103

Shares:575.9K

Value:$1.8M

% of Portfolio:2.7% ($1.8M/$66.3M)

BRADY CORP

BRC|104674106

Shares:25.0K

Value:$1.8M

% of Portfolio:2.7% ($1.8M/$66.3M)

SEQUANS COMMUNICATIONS

SQNS|817323306

Shares:800.0K

Value:$1.7M

% of Portfolio:2.5% ($1.7M/$66.3M)

Maris Tech Ltd.

MTEK|M68057104

Shares:770.0K

Value:$1.7M

% of Portfolio:2.5% ($1.7M/$66.3M)

SpartanNash Co

SPTN|847215100

Shares:80.0K

Value:$1.6M

% of Portfolio:2.4% ($1.6M/$66.3M)

DUCOMMUN INC /DE/

DCO|264147109

Shares:27.0K

Value:$1.6M

% of Portfolio:2.4% ($1.6M/$66.3M)

ASCENT INDUSTRIES CO.

ACNT|871565107

Shares:119.4K

Value:$1.5M

% of Portfolio:2.3% ($1.5M/$66.3M)

Algoma Steel Group Inc.

ASTL|015658107

Shares:270.0K

Value:$1.5M

% of Portfolio:2.2% ($1.5M/$66.3M)

TALOS ENERGY INC.

TALO|87484T108

Shares:150.0K

Value:$1.5M

% of Portfolio:2.2% ($1.5M/$66.3M)

LINCOLN EDUCATIONAL SERVICES CORP

LINC|533535100

Shares:80.0K

Value:$1.3M

% of Portfolio:1.9% ($1.3M/$66.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Powerfleet, Inc.(AIOTcusip73931J109)	1.1M	QoQ -6.30% (-74.0K) YoY 0.00% (+20)	All Managers (Combined)	$6.0M	9.1% ($6.0M/$66.3M)	QoQ -22.76% (-$1.8M) YoY +2.81% (+$165.1K)
UNIVERSAL ELECTRONICS INC(UEICcusip913483103)	768.1K	QoQ -3.98% (-31.9K) YoY +56.12% (-276.1K)	All Managers (Combined)	$4.7M	7.1% ($4.7M/$66.3M)	QoQ -46.58% (-$4.1M) YoY -4.54% (-$223.8K)
LIGHTPATH TECHNOLOGIES INC(LPTHcusip532257805)	2.3M	QoQ -19.74% (-560.7K) YoY -19.14% (-539.7K)	All Managers (Combined)	$4.6M	6.9% ($4.6M/$66.3M)	QoQ -54.30% (-$5.4M) YoY +17.76% (-$691.2K)
TWIN DISC INC(TWINcusip901476101)	530.1K	QoQ -25.72% (-183.6K) YoY -24.27% (-169.9K)	All Managers (Combined)	$4.0M	6.1% ($4.0M/$66.3M)	QoQ -52.14% (-$4.4M) YoY -65.32% (-$7.6M)
DigitalOcean Holdings, Inc.(DOCNcusip25402D102)	95.4K	QoQ NEW(+95.4K) YoY NEW(+95.4K)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$66.3M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
TERADATA CORP /DE/(TDCcusip88076W103)	135.0K	QoQ NEW(+135.0K) YoY NEW(+135.0K)	All Managers (Combined)	$3.0M	4.6% ($3.0M/$66.3M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
InterDigital, Inc.(IDCCcusip45867G101)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$2.3M	3.4% ($2.3M/$66.3M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
HARVARD BIOSCIENCE INC(HBIOcusip416906105)	3.4M	QoQ +35.49% (-887.4K) YoY +45.74% (-1.1M)	All Managers (Combined)	$1.9M	2.9% ($1.9M/$66.3M)	QoQ -63.65% (-$3.4M) YoY -80.54% (-$7.9M)
Thermon Group Holdings, Inc.(THRcusip88362T103)	66.0K	QoQ -40.00% (-44.0K) YoY -40.00% (-44.0K)	All Managers (Combined)	$1.8M	2.8% ($1.8M/$66.3M)	QoQ -41.91% (-$1.3M) YoY -48.93% (-$1.8M)
HURCO COMPANIES INC(HURCcusip447324104)	116.9K	QoQ +5.73% (-6.3K) YoY NEW(+116.9K)	All Managers (Combined)	$1.8M	2.7% ($1.8M/$66.3M)	QoQ -14.98% (-$319.5K) YoY NEW(+$1.8M)
CVD EQUIPMENT CORP(CVVcusip126601103)	575.9K	QoQ -13.40% (-89.1K) YoY -12.74% (-84.1K)	All Managers (Combined)	$1.8M	2.7% ($1.8M/$66.3M)	QoQ -39.57% (-$1.2M) YoY -43.12% (-$1.3M)
BRADY CORP(BRCcusip104674106)	25.0K	QoQ -16.66% (-5.0K) YoY NEW(+25.0K)	All Managers (Combined)	$1.8M	2.7% ($1.8M/$66.3M)	QoQ -20.28% (-$449.5K) YoY NEW(+$1.8M)
SEQUANS COMMUNICATIONS(SQNScusip817323306)	800.0K	QoQ +14.78% (-103.1K) YoY NEW(+800.0K)	All Managers (Combined)	$1.7M	2.5% ($1.7M/$66.3M)	QoQ -30.93% (-$752.3K) YoY NEW(+$1.7M)
Maris Tech Ltd.(MTEKcusipM68057104)	770.0K	QoQ +5.47% (-40.0K) YoY +219.67% (+529.1K)	All Managers (Combined)	$1.7M	2.5% ($1.7M/$66.3M)	QoQ -55.00% (-$2.0M) YoY +356.67% (+$1.3M)
SpartanNash Co(SPTNcusip847215100)	80.0K	QoQ -36.00% (-45.0K) YoY NEW(+80.0K)	All Managers (Combined)	$1.6M	2.4% ($1.6M/$66.3M)	QoQ -29.22% (-$669.2K) YoY NEW(+$1.6M)
DUCOMMUN INC /DE/(DCOcusip264147109)	27.0K	QoQ NEW(+27.0K) YoY NEW(+27.0K)	All Managers (Combined)	$1.6M	2.4% ($1.6M/$66.3M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
ASCENT INDUSTRIES CO.(ACNTcusip871565107)	119.4K	QoQ +99.05% (+59.4K) YoY NEW(+119.4K)	All Managers (Combined)	$1.5M	2.3% ($1.5M/$66.3M)	QoQ +125.40% (+$841.2K) YoY NEW(+$1.5M)
Algoma Steel Group Inc.(ASTLcusip015658107)	270.0K	QoQ -48.57% (-255.0K) YoY NEW(+270.0K)	All Managers (Combined)	$1.5M	2.2% ($1.5M/$66.3M)	QoQ -71.49% (-$3.7M) YoY NEW(+$1.5M)
TALOS ENERGY INC.(TALOcusip87484T108)	150.0K	QoQ NEW(+150.0K) YoY NEW(+150.0K)	All Managers (Combined)	$1.5M	2.2% ($1.5M/$66.3M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
LINCOLN EDUCATIONAL SERVICES CORP(LINCcusip533535100)	80.0K	QoQ 0.00% (+0) YoY NEW(+80.0K)	All Managers (Combined)	$1.3M	1.9% ($1.3M/$66.3M)	QoQ +0.31% (+$4.0K) YoY NEW(+$1.3M)