In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), AMH Equity Ltd reported 31 stock positions worth $67.4 million . Its top holding was Twin Disc (TWIN) at 12.9% of the portfolio, followed by Universal Electronics (UEIC, 11.7% ) and Harvard Bioscience (HBIO, 9.3% ). Compared with Q1 2024, it opened 5 new positions, sold out of 8, added to 10 and reduced 13. The biggest buy was Universal Electronics (UEIC, shares +38% ) and the biggest sale Orion (ORN, shares −71% ).
Location Great Neck, NY
CIK 0001600535
Portfolio Value $67.4M (Q2 2024) Holdings 31 stocks · $67.4M Holdings quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 TWIN Twin Disc Inc. 736,603 $8.7M Add +5.2% UEIC Universal Electronics Inc. 677,348 $7.9M Add +37.7% HBIO Harvard Bioscience Inc. 2,199,922 $6.3M Reduce -5.3% AIOT Powerfleet Inc. 1,081,173 $4.9M Reduce -1.7% LTRX Lantronix Inc. 1,274,000 $4.5M Add +6.2% ORN Orion Group Holdings Inc. 400,000 $3.8M Reduce -70.5% LPTH Lightpath Technologies Inc. Class A 2,873,000 $3.6M Add +1.9% THR Thermon Group Holdings Inc. 110,000 $3.4M No change INFN Infinera Corp. 500,000 $3.0M Add +51.5% ASTL Algoma Steel Group Inc. 400,000 $2.8M New VSH Vishay Intertechnology Inc. 110,000 $2.5M No change CVV CVD Equipment Corp. 623,857 $2.4M Reduce -5.5% ASYS Amtech Systems Inc. 250,000 $1.5M Reduce -16.7% WPRT Westport Fuel Systems Inc. 250,000 $1.4M Reduce -3.1% DGII Digi International Inc. 49,500 $1.1M Reduce -41.7% SCYX Scynexis Inc. 545,000 $1.1M Reduce -17.4% BDSX Biodesix Inc. 696,073 $1.1M New IRIX Iridex Corp. 460,800 $995K Add +1.0% PFIE Profire Energy Inc. 638,933 $907K Add +27.8% POCI Precision Optics Corp. Inc. 125,199 $739K Reduce -10.8% FRSX Foresight Autonomous-SP ADR 725,823 $696K Reduce -15.4% MTEK Maris - Tech Ltd. 453,203 $671K Add +88.2% KVHI KVH Industries Inc. 144,100 $670K Reduce -42.4% CNDT Conduent Inc. 180,000 $587K Reduce -88.8% HPE Hewlett Packard Enterprise 20,000 $423K New ICAD Icad Inc. 300,000 $390K Add +132.9% CLGN Collplant Biotechnologies LT 75,647 $376K New DARE Dare Bioscience Inc. 923,619 $310K New CPSH CPS Technologies Corp. 174,666 $297K No change APPLIED DNA SCIENCES INC 649,809 $265K Add +2305.0% XTNT Xtant Medical Holdings Inc. 190,500 $120K Reduce -61.9%
Options reported separately and not counted above: HPE calls ($5.3M), JNPR calls ($2.6M), ATOM calls ($191K).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ ORN Orion Group Holdings Inc. Reduce -70.5% 5.64% −6.62 CNDT Conduent Inc. Reduce -88.8% 0.87% −5.09 MYGN Myriad Genetics Inc. Sold out 0.00% −2.59 SWBI Smith & Wesson Brands Inc. Sold out 0.00% −1.91 ARW Arrow Electronics Inc. Sold out 0.00% −1.70 HBIO Harvard Bioscience Inc. Reduce -5.3% 9.30% −1.56 DGII Digi International Inc. Reduce -41.7% 1.68% −1.30 UAA Under Armour Inc. Class A Sold out 0.00% −1.02 UA Under Armour Inc. Class C Sold out 0.00% −0.98 LUNA Luna Innovations Inc. Sold out 0.00% −0.88 XTNT Xtant Medical Holdings Inc. Reduce -61.9% 0.18% −0.47 KVHI KVH Industries Inc. Reduce -42.4% 0.99% −0.41 AMPG Amplitech Group Inc. Sold out 0.00% −0.24 AKTSQ Akoustis Technologies Inc. Sold out 0.00% −0.16 FRSX Foresight Autonomous-SP ADR Reduce -15.4% 1.03% +0.02 WPRT Westport Fuel Systems Inc. Reduce -3.1% 2.07% +0.15 CVV CVD Equipment Corp. Reduce -5.5% 3.60% +0.17 POCI Precision Optics Corp. Inc. Reduce -10.8% 1.10% +0.24 ASYS Amtech Systems Inc. Reduce -16.7% 2.17% +0.38 SCYX Scynexis Inc. Reduce -17.4% 1.62% +0.55 AIOT Powerfleet Inc. Reduce -1.7% 7.33% +0.86
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ UEIC Universal Electronics Inc. Add +37.7% 11.68% +6.25 ASTL Algoma Steel Group Inc. New 4.13% +4.13 INFN Infinera Corp. Add +51.5% 4.52% +2.32 LTRX Lantronix Inc. Add +6.2% 6.71% +2.00 BDSX Biodesix Inc. New 1.58% +1.58 LPTH Lightpath Technologies Inc. Class A Add +1.9% 5.37% +1.08 HPE Hewlett Packard Enterprise New 0.63% +0.63 MTEK Maris - Tech Ltd. Add +88.2% 1.00% +0.60 CLGN Collplant Biotechnologies LT New 0.56% +0.56 DARE Dare Bioscience Inc. New 0.46% +0.46 ICAD Icad Inc. Add +132.9% 0.58% +0.35 PFIE Profire Energy Inc. Add +27.8% 1.35% +0.33 APPLIED DNA SCIENCES INC Add +2305.0% 0.39% +0.15 TWIN Twin Disc Inc. Add +5.2% 12.88% +0.12 IRIX Iridex Corp. Add +1.0% 1.48% −0.02
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ APH Amphenol Corp. Class A put Sold out 100,000 $5.8Mbefore exit HPE Hewlett Packard Enterprise call Add +316.7% 250,000 $5.3M SWBI Smith & Wesson Brands Inc. call Sold out 70,000 $1.2Mbefore exit MEI Methode Electronics Inc. call Sold out 25,100 $306Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q3 2025 53 $79.8M LPTH, AIOT, TWIN, DOCN, UEIC Q2 2025 47 $67.9M LPTH, UEIC, AIOT, TWIN, IDCC Q1 2025 51 $64.8M AIOT, UEIC, LPTH, TWIN, DOCN Q4 2024 51 $97.5M LPTH, UEIC, TWIN, AIOT, PBF Q3 2024 44 $75.9M TWIN, UEIC, HBIO, AIOT, ASTL Q2 2024 31 $67.4M TWIN, UEIC, HBIO, AIOT, LTRX Q1 2024 34 $90.7M TWIN, ORN, HBIO, AIOT, CNDT