In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), AMH Equity Ltd reported 44 stock positions worth $75.9 million . Its top holding was Twin Disc (TWIN) at 12.1% of the portfolio, followed by Universal Electronics (UEIC, 9.7% ) and Harvard Bioscience (HBIO, 8.5% ). Compared with Q2 2024, it opened 19 new positions, sold out of 6, added to 13 and reduced 6. The biggest buy was Algoma Steel (ASTL, shares +38% ) and the biggest sale Lantronix (LTRX, shares −87% ).
Location Great Neck, NY
CIK 0001600535
Portfolio Value $75.9M (Q3 2024) Holdings 44 stocks · $75.9M 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 Q2 2024 TWIN Twin Disc Inc. 736,603 $9.2M No change UEIC Universal Electronics Inc. 800,000 $7.4M Add +18.1% HBIO Harvard Bioscience Inc. 2,388,868 $6.4M Add +8.6% AIOT Powerfleet Inc. 1,173,994 $5.9M Add +8.6% ASTL Algoma Steel Group Inc. 553,175 $5.7M Add +38.3% THR Thermon Group Holdings Inc. 147,740 $4.4M Add +34.3% LPTH Lightpath Technologies Inc. Class A 2,951,108 $4.0M Add +2.7% BRC Brady Corporation Class A 30,000 $2.3M New IONQ Ionq Inc. 250,000 $2.2M New CVV CVD Equipment Corp. 646,843 $2.1M Add +3.7% ASYS Amtech Systems Inc. 250,000 $1.4M No change ML Moneylion Inc. 33,000 $1.4M New IHRT Iheartmedia Inc. Class A 700,000 $1.3M New BDSX Biodesix Inc. 696,073 $1.2M No change SNCR Synchronoss Technologies Inc. 79,520 $1.2M New GDOT Green Dot Corp. Class A 100,000 $1.2M New BCOV Brightcove 500,000 $1.1M New PFIE Profire Energy Inc. 638,933 $1.1M No change HURC Hurco Companies Inc. 50,000 $1.1M New MTEK Maris - Tech Ltd. 545,888 $1.0M Add +20.4% VMD Viemed Healthcare Inc. 138,900 $1.0M New WPRT Westport Fuel Systems Inc. 210,000 $964K Reduce -16.0% POCI Precision Optics Corp. Inc. 166,199 $927K Add +32.8% SCYX Scynexis Inc. 600,000 $894K Add +10.1% IRIX Iridex Corp. 501,121 $877K Add +8.8% INTT Intest Corp. 116,000 $847K New OPRX Optimizerx Corp. 100,000 $772K New BCRX Biocryst Pharmaceuticals Inc. 100,000 $760K New TISI Team Inc. 47,300 $721K New ORN Orion Group Holdings Inc. 125,000 $721K Reduce -68.8% LTRX Lantronix Inc. 164,418 $677K Reduce -87.1% SPTN Spartannash Co. 30,000 $672K New LINC Lincoln Educational Services 50,000 $597K New CHGG Chegg Inc. 333,000 $589K New ASPN Aspen Aerogels Inc. 20,000 $554K New CLGN Collplant Biotechnologies LT 99,205 $493K Add +31.1% ICAD Icad Inc. 296,052 $463K Reduce -1.3% RVSN Rail Vision Ltd. 700,000 $394K New APPLIED DNA SCIENCES INC 514,656 $334K Reduce -20.8% DARE Dare Bioscience Inc. 100,000 $324K Add +28.2% FRSX Foresight Autonomous-SP ADR 383,353 $272K Reduce -47.2% CPSH CPS Technologies Corp. 174,666 $248K No change XTNT Xtant Medical Holdings Inc. 190,500 $129K No change CTSO Cytosorbents Corp. 82,800 $124K New
Options reported separately and not counted above: APH puts ($2.6M), DGII calls ($275K).
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ LTRX Lantronix Inc. Reduce -87.1% 0.89% −5.82 ORN Orion Group Holdings Inc. Reduce -68.8% 0.95% −4.69 INFN Infinera Corp. Sold out 0.00% −4.52 VSH Vishay Intertechnology Inc. Sold out 0.00% −3.64 DGII Digi International Inc. Sold out 0.00% −1.68 KVHI KVH Industries Inc. Sold out 0.00% −0.99 CNDT Conduent Inc. Sold out 0.00% −0.87 WPRT Westport Fuel Systems Inc. Reduce -16.0% 1.27% −0.80 FRSX Foresight Autonomous-SP ADR Reduce -47.2% 0.36% −0.67 HPE Hewlett Packard Enterprise Sold out 0.00% −0.63 ICAD Icad Inc. Reduce -1.3% 0.61% +0.03 APPLIED DNA SCIENCES INC Reduce -20.8% 0.44% +0.05
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ ASTL Algoma Steel Group Inc. Add +38.3% 7.45% +3.32 BRC Brady Corporation Class A New 3.03% +3.03 IONQ Ionq Inc. New 2.88% +2.88 ML Moneylion Inc. New 1.81% +1.81 IHRT Iheartmedia Inc. Class A New 1.71% +1.71 SNCR Synchronoss Technologies Inc. New 1.56% +1.56 GDOT Green Dot Corp. Class A New 1.54% +1.54 BCOV Brightcove New 1.42% +1.42 HURC Hurco Companies Inc. New 1.39% +1.39 VMD Viemed Healthcare Inc. New 1.34% +1.34 INTT Intest Corp. New 1.11% +1.11 OPRX Optimizerx Corp. New 1.02% +1.02 BCRX Biocryst Pharmaceuticals Inc. New 1.00% +1.00 TISI Team Inc. New 0.95% +0.95 SPTN Spartannash Co. New 0.89% +0.89 LINC Lincoln Educational Services New 0.79% +0.79 THR Thermon Group Holdings Inc. Add +34.3% 5.81% +0.78 CHGG Chegg Inc. New 0.78% +0.78 ASPN Aspen Aerogels Inc. New 0.73% +0.73 RVSN Rail Vision Ltd. New 0.52% +0.52 AIOT Powerfleet Inc. Add +8.6% 7.73% +0.40 MTEK Maris - Tech Ltd. Add +20.4% 1.37% +0.37 CTSO Cytosorbents Corp. New 0.16% +0.16 POCI Precision Optics Corp. Inc. Add +32.8% 1.22% +0.13 CLGN Collplant Biotechnologies LT Add +31.1% 0.65% +0.09 DARE Dare Bioscience Inc. Add +28.2% 0.43% −0.03 LPTH Lightpath Technologies Inc. Class A Add +2.7% 5.32% −0.05 IRIX Iridex Corp. Add +8.8% 1.15% −0.32 SCYX Scynexis Inc. Add +10.1% 1.18% −0.44 CVV CVD Equipment Corp. Add +3.7% 2.82% −0.78 HBIO Harvard Bioscience Inc. Add +8.6% 8.46% −0.84 UEIC Universal Electronics Inc. Add +18.1% 9.72% −1.96
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ HPE Hewlett Packard Enterprise call Sold out 250,000 $5.3Mbefore exit APH Amphenol Corp. Class A put New 40,000 $2.6M JNPR Juniper Networks Inc. call Sold out 70,000 $2.6Mbefore exit DGII Digi International Inc. call New 10,000 $275K ATOM Atomera Inc. call Sold out 50,000 $191Kbefore 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