AMH Equity Ltd

Great Neck, NY · CIK 1600535 · 13F filing filed 2025-10-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyManhasset, NY

$79.8m reported value +17.4% vs Q2 2025

53positions

51.0%in top 10

17 new 11 added 16 reduced 11 sold out vs Q2 2025

Options: 1 call positions ($545.2k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LIGHTPATH TECHNOLOGIES INC COM CL A LPTH	LPTH	1,300,000	$10.3m12.93%	12.93%	Reduced -779.3k	-779,293 -37.5%
2	POWERFLEET INC COM AIOT	AIOT	900,000	$4.7m5.91%	5.91%	Reduced -99.0k	-99,000 -9.9%
3	TWIN DISC INC COM TWIN	TWIN	330,090	$4.6m5.77%	5.77%	Reduced -133.9k	-133,910 -28.9%
4	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	110,000	$3.8m4.71%	4.71%	Added +10.0k	+10,000 10.0%
5	UNIVERSAL ELECTRS INC COM UEIC	UEIC	800,000	$3.7m4.67%	4.67%	Added +78.7k	+78,727 10.9%
6	INTERDIGITAL INC COM IDCC	IDCC	10,000	$3.5m4.33%	4.33%	Reduced -3.0k	-3,000 -23.1%
7	MYRIAD GENETICS INC COM MYGN	MYGN	400,000	$2.9m3.63%	3.63%	Added +100.0k	+100,000 33.3%
8	DUCOMMUN INC DEL COM DCO	DCO	30,000	$2.9m3.62%	3.62%	Reduced -3.0k	-3,000 -9.1%
9	PRECIPIO INC COM PRPO	PRPO	131,100	$2.3m2.92%	2.92%	Added +103.2k	+103,210 370.1%
10	BABCOCK & WILCOX ENTERPRISES COM BW	BW	704,145	$2.0m2.56%	2.56%	New
11	HEALTH CATALYST INC COM HCAT	HCAT	660,000	$1.9m2.36%	2.36%	Added +232.9k	+232,851 54.5%
12	ASCENT INDUSTRIES CO COM ACNT	ACNT	145,019	$1.9m2.34%	2.34%	Unchanged
13	STRATASYS LTD SHS SSYS	SSYS	166,000	$1.9m2.33%	2.33%	Unchanged
14	RF INDS LTD COM PAR $0.01 RFIL	RFIL	223,900	$1.8m2.31%	2.31%	New
15	HARVARD BIOSCIENCE INC COM COM		4,047,535	$1.8m2.23%	2.23%	Added +538.8k	+538,832 15.4%
16	LINCOLN EDL SVCS CORP COM LINC	LINC	75,000	$1.8m2.21%	2.21%	Unchanged
17	BRADY CORP CL A BRC	BRC	19,603	$1.5m1.92%	1.92%	Reduced -4.4k	-4,397 -18.3%
18	TEAM INC COM NEW TISI	TISI	90,274	$1.5m1.88%	1.88%	Added +10.3k	+10,274 12.8%
19	NLIGHT INC COM LASR	LASR	50,000	$1.5m1.86%	1.86%	Reduced -50.0k	-50,000 -50.0%
20	CVD EQUIP CORP COM CVV	CVV	416,927	$1.4m1.76%	1.76%	Reduced -7.8k	-7,821 -1.8%
21	HURCO CO COM HURC	HURC	78,279	$1.4m1.71%	1.71%	Reduced -28.1k	-28,122 -26.4%
22	MARIS TECH LTD ORDINARY SHARES MTEK	MTEK	684,400	$1.3m1.60%	1.60%	Reduced -40.6k	-40,600 -5.6%
23	INTEST CORP COM INTT	INTT	161,711	$1.3m1.58%	1.58%	Reduced -1.3k	-1,289 -0.8%
24	ELECTROVAYA INC COM NEW ELVA	ELVA	200,718	$1.2m1.48%	1.48%	Added +718	+718 0.4%
25	MATERIALISE NV SPONSORED ADS MTLS	MTLS	207,661	$1.2m1.45%	1.45%	Unchanged
26	ONE STOP SYS INC COM OSS	OSS	200,000	$1.1m1.34%	1.34%	New
27	QUINSTREET INC COM QNST	QNST	66,000	$1.0m1.28%	1.28%	Unchanged
28	NOVA MINERALS LTD SPONSORED ADS SPONSORED ADS		60,000	$984.0k1.23%	1.23%	New
29	NEXXEN INTL LTD SHS NEW NEXN	NEXN	100,000	$925.0k1.16%	1.16%	New
30	DMC GLOBAL INC COM BOOM	BOOM	100,000	$845.0k1.06%	1.06%	New
31	IDEAL PWR INC COM NEW IPWR	IPWR	156,400	$785.1k0.98%	0.98%	New
32	RICHARDSON ELECTRS LTD COM RELL	RELL	80,000	$783.2k0.98%	0.98%	New
33	INSPIRED ENTMT INC COM INSE	INSE	80,000	$750.4k0.94%	0.94%	Unchanged
34	EHEALTH INC COM EHTH	EHTH	166,000	$715.5k0.90%	0.90%	Added +66.0k	+66,000 66.0%
35	CAMBIUM NETWORKS CORP SHS CMBMF	CMBMF	800,000	$715.4k0.90%	0.90%	Reduced -2.4k	-2,362 -0.3%
36	CONCRETE PUMPING HLDGS INC COM BBCP	BBCP	100,000	$705.0k0.88%	0.88%	New
37	LIGHTSPEED COMMERCE INC SUB VTG SHS LSPD	LSPD	60,000	$693.0k0.87%	0.87%	New
38	BROADWIND INC COM NEW BWEN	BWEN	323,382	$679.1k0.85%	0.85%	Unchanged
39	MEIRAGTX HLDGS PLC COM MGTX	MGTX	80,000	$658.4k0.83%	0.83%	New
40	CLEARFIELD INC COM CLFD	CLFD	18,600	$639.5k0.80%	0.80%	New
41	VIEMED HEALTHCARE INC COM VMD	VMD	80,000	$543.2k0.68%	0.68%	Unchanged
42	COLLPLANT BIOTECHNOLOGIES LT SHS NEW CLGN	CLGN	200,000	$538.0k0.67%	0.67%	Added +39.2k	+39,151 24.3%
43	DARE BIOSCIENCE INC COM NEW DARE	DARE	232,373	$488.0k0.61%	0.61%	Added +38.8k	+38,770 20.0%
44	MILESTONE PHARMACEUTICALS IN COM MIST	MIST	231,671	$463.3k0.58%	0.58%	New
45	ORCHESTRA BIOMED HLDGS INC COM OBIO	OBIO	166,000	$411.7k0.52%	0.52%	New
46	WESTPORT FUEL SYSTEMS INC COM WPRT	WPRT	137,000	$311.0k0.39%	0.39%	Reduced -18.7k	-18,716 -12.0%
47	DUOS TECHNOLOGIES GROUP INC COM DUOT	DUOT	35,000	$257.6k0.32%	0.32%	New
48	IRIDEX CORP COM IRIX	IRIX	184,230	$210.1k0.26%	0.26%	Reduced -5.8k	-5,770 -3.0%
49	SCYNEXIS INC COM NEW COM NEW		245,939	$189.4k0.24%	0.24%	Reduced -15.1k	-15,142 -5.8%
50	MNTN INC CL A MNTN	MNTN	10,000	$185.5k0.23%	0.23%	New
51	SOCKET MOBILE INC COM NEW SCKT	SCKT	116,556	$120.1k0.15%	0.15%	Reduced -9.6k	-9,600 -7.6%
52	PRECISION OPTICS CORP INC MA COM NEW POCI	POCI	25,000	$108.8k0.14%	0.14%	Unchanged
53	DATAVAULT AI INC COM SHS DVLT	DVLT	99,200	$108.1k0.14%	0.14%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
TERADATA CORP DEL TDC	TDC	100,000	$2.2m100.0k shares
TALOS ENERGY INC TALO	TALO	188,391	$1.6m188.4k shares
CENTERRA GOLD INC CGAU	CGAU	193,358	$1.4m193.4k shares
PEGASYSTEMS INC PEGA	PEGA	24,000	$1.3m24.0k shares
PERFORMANT HEALTHCARE INC PFMT	PFMT	275,000	$1.1m275.0k shares
SEQUANS COMMUNICATIONS S A		500,000	$735.0k500.0k shares
LANTRONIX INC LTRX	LTRX	250,000	$717.5k250.0k shares
MARCHEX INC MCHX	MCHX	278,276	$609.4k278.3k shares
ALGOMA STL GROUP INC ASTL	ASTL	30,191	$208.0k30.2k shares
NANO DIMENSION LTD NNDM	NNDM	128,382	$208.0k128.4k shares
DARIOHEALTH CORP DRIO	DRIO	215,000	$144.1k215.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
DXC TECHNOLOGY CO DXC · Call	DXC	Call	40,000	$545.2k40.0k shares	Reduced