In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), AMH Equity Ltd reported 51 stock positions worth $64.8 million . Its top holding was Powerfleet (AIOT) at 9.3% of the portfolio, followed by Universal Electronics (UEIC, 7.3% ) and Lightpath Technologies Class A (LPTH, 7.1% ). Compared with Q4 2024, it opened 20 new positions, sold out of 20, added to 13 and reduced 14. The biggest buy was a new position in Digitalocean (DOCN) and the biggest sale an exit from PBF Energy Class A (PBF).
Location Great Neck, NY
CIK 0001600535
Portfolio Value $64.8M (Q1 2025) Holdings 51 stocks · $64.8M 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 Q4 2024 AIOT Powerfleet Inc. 1,100,000 $6.0M Reduce -6.3% UEIC Universal Electronics Inc. 768,109 $4.7M Reduce -4.0% LPTH Lightpath Technologies Inc. Class A 2,279,339 $4.6M Reduce -19.7% TWIN Twin Disc Inc. 530,086 $4.0M Reduce -25.7% DOCN Digitalocean Holdings Inc. 95,400 $3.2M New TDC Teradata Corp. 135,000 $3.0M New IDCC Interdigital Inc. 11,000 $2.3M New HBIO Harvard Bioscience Inc. 3,387,355 $1.9M Add +35.5% THR Thermon Group Holdings Inc. 66,000 $1.8M Reduce -40.0% HURC Hurco Companies Inc. 116,909 $1.8M Add +5.7% CVV CVD Equipment Corp. 575,872 $1.8M Reduce -13.4% BRC Brady Corporation Class A 25,000 $1.8M Reduce -16.7% SQNS Sequans Communications S A 800,000 $1.7M Add +14.8% MTEK Maris - Tech Ltd. 770,000 $1.7M Add +5.5% SPTN Spartannash Co. 80,000 $1.6M Reduce -36.0% DCO Ducommun Inc. 27,000 $1.6M New ACNT Ascent Industries Co. 119,430 $1.5M Add +99.0% ASTL Algoma Steel Group Inc. 270,003 $1.5M Reduce -48.6% TALO Talos Energy Inc. 150,000 $1.5M New LINC Lincoln Educational Services 80,000 $1.3M No change HCAT Health Catalyst Inc. 252,500 $1.1M New VMD Viemed Healthcare Inc. 138,900 $1.0M No change LASR Nlight Inc. 119,917 $932K New CGAU Centerra Gold Inc. 142,000 $902K New PHLT Performant Healthcare Inc. 300,000 $888K New CMBMF Cambium Networks Corp. 1,250,381 $882K Add +50.3% INTT Intest Corp. 117,990 $825K No change TISI Team Inc. 46,307 $784K Add +4.1% ASPN Aspen Aerogels Inc. 110,000 $703K New WPRT Westport Fuel Systems Inc. 180,792 $671K No change SSYS Stratasys Ltd. 64,755 $634K New INSE Inspired Entertainment Inc. 74,000 $632K New SCYX Scynexis Inc. 627,037 $597K Add +0.2% MTLS Materialise NV-ADR 110,000 $541K New IRIX Iridex Corp. 518,541 $513K Add +3.5% LTRX Lantronix Inc. 200,781 $500K New DARE Dare Bioscience Inc. 164,302 $475K Add +9.5% ASYS Amtech Systems Inc. 97,583 $471K Add +137.0% MCHX Marchex Inc. Class B 217,113 $354K Reduce -13.2% CLGN Collplant Biotechnologies LT 125,000 $323K Add +7.3% DUOT Duos Technologies Group Inc. 50,000 $282K New ELVA Electrovaya Inc. 100,000 $231K New PRPO Precipio Inc. 38,294 $211K New BWEN Broadwind Inc. 144,000 $209K New EHTH Ehealth Inc. 29,000 $194K Reduce -36.0% POCI Precision Optics Corp. Inc. 45,000 $187K Reduce -33.0% DRIO Dariohealth Corp. 250,000 $153K New SCKT Socket Mobile Inc. 125,398 $142K Add +7.8% MOGO INC 124,649 $107K Reduce -49.1% HYPR Hyperfine Inc. 125,084 $90K New BDSX Biodesix Inc. 47,773 $30K Reduce -92.7%
Options reported separately and not counted above: B calls ($991K), QNST calls ($535K).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ PBF PBF Energy Inc. Class A Sold out 0.00% −6.58 LPTH Lightpath Technologies Inc. Class A Reduce -19.7% 7.07% −3.21 ASTL Algoma Steel Group Inc. Reduce -48.6% 2.26% −3.01 TWIN Twin Disc Inc. Reduce -25.7% 6.20% −2.40 BCOV Brightcove Sold out 0.00% −2.26 UEIC Universal Electronics Inc. Reduce -4.0% 7.26% −1.77 CRGY Crescent Energy Inc. Class A Sold out 0.00% −1.50 ATOM Atomera Inc. Sold out 0.00% −1.49 KMT Kennametal Inc. Sold out 0.00% −1.48 VTRS Viatris Inc. Sold out 0.00% −1.28 RVSN Rail Vision Ltd. Sold out 0.00% −1.24 PFIE Profire Energy Inc. Sold out 0.00% −1.04 BDSX Biodesix Inc. Reduce -92.7% 0.05% −0.98 ONDS Ondas Inc. Sold out 0.00% −0.98 BNED Barnes & Noble Education Inc. Sold out 0.00% −0.82 BFLY Butterfly Network Inc. Sold out 0.00% −0.64 OPRX Optimizerx Corp. Sold out 0.00% −0.62 BCRX Biocryst Pharmaceuticals Inc. Sold out 0.00% −0.62 IHRT Iheartmedia Inc. Class A Sold out 0.00% −0.48 THR Thermon Group Holdings Inc. Reduce -40.0% 2.84% −0.41 GRAL Grail Inc. Sold out 0.00% −0.40 PRTS Carparts.com Inc. Sold out 0.00% −0.38 SNCR Synchronoss Technologies Inc. Sold out 0.00% −0.37 CVV CVD Equipment Corp. Reduce -13.4% 2.73% −0.27 ICAD Icad Inc. Sold out 0.00% −0.26 MOGO INC Reduce -49.1% 0.17% −0.18 EHTH Ehealth Inc. Reduce -36.0% 0.30% −0.14 GDOT Green Dot Corp. Class A Sold out 0.00% −0.13 POCI Precision Optics Corp. Inc. Reduce -33.0% 0.29% −0.04 XTNT Xtant Medical Holdings Inc. Sold out 0.00% −0.04 MCHX Marchex Inc. Class B Reduce -13.2% 0.55% +0.10 SPTN Spartannash Co. Reduce -36.0% 2.50% +0.15 BRC Brady Corporation Class A Reduce -16.7% 2.73% +0.45 AIOT Powerfleet Inc. Reduce -6.3% 9.32% +1.31
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ DOCN Digitalocean Holdings Inc. New 4.92% +4.92 TDC Teradata Corp. New 4.69% +4.69 IDCC Interdigital Inc. New 3.51% +3.51 DCO Ducommun Inc. New 2.42% +2.42 TALO Talos Energy Inc. New 2.25% +2.25 HCAT Health Catalyst Inc. New 1.77% +1.77 ACNT Ascent Industries Co. Add +99.0% 2.33% +1.65 LASR Nlight Inc. New 1.44% +1.44 CGAU Centerra Gold Inc. New 1.39% +1.39 PHLT Performant Healthcare Inc. New 1.37% +1.37 ASPN Aspen Aerogels Inc. New 1.09% +1.09 SSYS Stratasys Ltd. New 0.98% +0.98 INSE Inspired Entertainment Inc. New 0.98% +0.98 MTLS Materialise NV-ADR New 0.84% +0.84 CMBMF Cambium Networks Corp. Add +50.3% 1.36% +0.81 LTRX Lantronix Inc. New 0.77% +0.77 TISI Team Inc. Add +4.1% 1.21% +0.63 HURC Hurco Companies Inc. Add +5.7% 2.80% +0.61 ASYS Amtech Systems Inc. Add +137.0% 0.73% +0.50 DUOT Duos Technologies Group Inc. New 0.44% +0.44 ELVA Electrovaya Inc. New 0.36% +0.36 PRPO Precipio Inc. New 0.33% +0.33 BWEN Broadwind Inc. New 0.32% +0.32 DARE Dare Bioscience Inc. Add +9.5% 0.73% +0.25 DRIO Dariohealth Corp. New 0.24% +0.24 SCYX Scynexis Inc. Add +0.2% 0.92% +0.14 HYPR Hyperfine Inc. New 0.14% +0.14 SQNS Sequans Communications S A Add +14.8% 2.59% +0.10 CLGN Collplant Biotechnologies LT Add +7.3% 0.50% +0.07 SCKT Socket Mobile Inc. Add +7.8% 0.22% +0.06 IRIX Iridex Corp. Add +3.5% 0.79% −0.07 MTEK Maris - Tech Ltd. Add +5.5% 2.56% −1.22 HBIO Harvard Bioscience Inc. Add +35.5% 2.96% −2.45
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ PBF PBF Energy Inc. Class A call Sold out 60,000 $1.6Mbefore exit SSYS Stratasys Ltd. call Sold out 115,100 $1.0Mbefore exit B Barrick Gold Corp. call New 51,000 $991K ATOM Atomera Inc. call Sold out 55,000 $638Kbefore exit QNST Quinstreet Inc. call New 30,000 $535K GRAL Grail Inc. call Sold out 26,400 $471Kbefore exit DGII Digi International Inc. call Sold out 10,000 $302Kbefore 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