AMH Equity Ltd 13F Holdings · last filed Q3 2025
AMH Equity Ltd reported 53 securities worth $80.30M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: LPTH (12.84%), AIOT (5.87%), TWIN (5.73%). Among its top 25 positions this quarter: 2 new, 7 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LPTH | LIGHTPATH TECHNOLOGIES INC | $10.3M | 12.84% | 1.3M | Trimmed |
| 2 | AIOT | POWERFLEET INC | $4.7M | 5.87% | 900,000 | Trimmed |
| 3 | TWIN | TWIN DISC INC | $4.6M | 5.73% | 330,090 | Trimmed |
| 4 | DOCN | DIGITALOCEAN HLDGS INC | $3.8M | 4.68% | 110,000 | Trimmed |
| 5 | UEIC | UNIVERSAL ELECTRS INC | $3.7M | 4.64% | 800,000 | Added |
| 6 | IDCC | INTERDIGITAL INC | $3.5M | 4.30% | 10,000 | Trimmed |
| 7 | MYGN | MYRIAD GENETICS INC | $2.9M | 3.60% | 400,000 | Added |
| 8 | DCO | DUCOMMUN INC DEL | $2.9M | 3.59% | 30,000 | Trimmed |
| 9 | PRPO | PRECIPIO INC | $2.3M | 2.90% | 131,100 | Added |
| 10 | BW | BABCOCK & WILCOX ENTERPRISES | $2.0M | 2.54% | 704,145 | New |
| 11 | HCAT | HEALTH CATALYST INC | $1.9M | 2.34% | 660,000 | Added |
| 12 | ACNT | ASCENT INDUSTRIES CO | $1.9M | 2.33% | 145,019 | Hold |
| 13 | SSYS | STRATASYS LTD | $1.9M | 2.32% | 166,000 | Trimmed |
| 14 | RFIL | RF INDS LTD | $1.8M | 2.29% | 223,900 | New |
| 15 | HBIO | HARVARD BIOSCIENCE INC | $1.8M | 2.21% | 4.0M | Added |
| 16 | LINC | LINCOLN EDL SVCS CORP | $1.8M | 2.19% | 75,000 | Hold |
| 17 | BRC | BRADY CORP | $1.5M | 1.90% | 19,603 | Trimmed |
| 18 | TISI | TEAM INC | $1.5M | 1.86% | 90,274 | Added |
| 19 | LASR | NLIGHT INC | $1.5M | 1.84% | 50,000 | Trimmed |
| 20 | CVV | CVD EQUIP CORP | $1.4M | 1.74% | 416,927 | Trimmed |
| 21 | HURC | HURCO CO | $1.4M | 1.70% | 78,279 | Trimmed |
| 22 | MTEK | MARIS TECH LTD | $1.3M | 1.59% | 684,400 | Trimmed |
| 23 | INTT | INTEST CORP | $1.3M | 1.57% | 161,711 | Trimmed |
| 24 | ELVA | ELECTROVAYA INC | $1.2M | 1.47% | 200,718 | Added |
| 25 | MTLS | MATERIALISE NV | $1.2M | 1.44% | 207,661 | Hold |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR