AMH Equity Ltd
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), AMH Equity Ltd reported 53 stock positions worth $79.8 million. Its top holding was Lightpath Technologies Class A (LPTH) at 12.9% of the portfolio, followed by Powerfleet (AIOT, 5.9%) and Twin Disc (TWIN, 5.8%). Compared with Q2 2025, it opened 17 new positions, sold out of 11, added to 11 and reduced 16. The biggest buy was a new position in Babcock & Wilcox Enterpr (BW) and the biggest sale an exit from Teradata (TDC).
- Most Recent 13F
- Q3 2025
- Location
- Great Neck, NY
- CIK
- 0001600535
- Portfolio Value
- $79.8M (Q3 2025)
- SEC Filing
- 0001214659-25-015486 ↗ filed Oct 29, 2025
Holdings Value
Holdings 53 stocks · $79.8M
| LPTH Lightpath Technologies Inc. Class A | 12.93% | 1,300,000 | $10.3M | Reduce -37.5% |
| AIOT Powerfleet Inc. | 5.91% | 900,000 | $4.7M | Reduce -9.9% |
| TWIN Twin Disc Inc. | 5.77% | 330,090 | $4.6M | Reduce -28.9% |
| DOCN Digitalocean Holdings Inc. | 4.71% | 110,000 | $3.8M | Add +10.0% |
| UEIC Universal Electronics Inc. | 4.67% | 800,000 | $3.7M | Add +10.9% |
| IDCC Interdigital Inc. | 4.33% | 10,000 | $3.5M | Reduce -23.1% |
| MYGN Myriad Genetics Inc. | 3.63% | 400,000 | $2.9M | Add +33.3% |
| DCO Ducommun Inc. | 3.62% | 30,000 | $2.9M | Reduce -9.1% |
| PRPO Precipio Inc. | 2.92% | 131,100 | $2.3M | Add +370.1% |
| BW Babcock & Wilcox Enterpr | 2.56% | 704,145 | $2.0M | New |
| HCAT Health Catalyst Inc. | 2.36% | 660,000 | $1.9M | Add +54.5% |
| ACNT Ascent Industries Co. | 2.34% | 145,019 | $1.9M | No change |
| SSYS Stratasys Ltd. | 2.33% | 166,000 | $1.9M | No change |
| RFIL RF Industries Ltd. filed as RF INDS LTD | 2.31% | 223,900 | $1.8M | New |
| HBIO Harvard Bioscience Inc. | 2.23% | 4,047,535 | $1.8M | Add +15.4% |
| LINC Lincoln Educational Services | 2.21% | 75,000 | $1.8M | No change |
| BRC Brady Corporation Class A | 1.92% | 19,603 | $1.5M | Reduce -18.3% |
| TISI Team Inc. | 1.88% | 90,274 | $1.5M | Add +12.8% |
| LASR Nlight Inc. | 1.86% | 50,000 | $1.5M | Reduce -50.0% |
| CVV CVD Equipment Corp. | 1.76% | 416,927 | $1.4M | Reduce -1.8% |
| HURC Hurco Companies Inc. | 1.71% | 78,279 | $1.4M | Reduce -26.4% |
| MTEK Maris - Tech Ltd. | 1.60% | 684,400 | $1.3M | Reduce -5.6% |
| INTT Intest Corp. | 1.58% | 161,711 | $1.3M | Reduce -0.8% |
| ELVA Electrovaya Inc. | 1.48% | 200,718 | $1.2M | Add +0.4% |
| MTLS Materialise NV-ADR | 1.45% | 207,661 | $1.2M | No change |
| OSS One Stop Systems Inc. | 1.34% | 200,000 | $1.1M | New |
| QNST Quinstreet Inc. | 1.28% | 66,000 | $1.0M | No change |
| NOVA MINERALS LTD-ADR | 1.23% | 60,000 | $984K | New |
| NEXN Nexxen International Ltd. | 1.16% | 100,000 | $925K | New |
| BOOM DMC Global Inc. | 1.06% | 100,000 | $845K | New |
| IPWR Ideal Power Inc. | 0.98% | 156,400 | $785K | New |
| RELL Richardson Elec Ltd. | 0.98% | 80,000 | $783K | New |
| INSE Inspired Entertainment Inc. | 0.94% | 80,000 | $750K | No change |
| EHTH Ehealth Inc. | 0.90% | 166,000 | $715K | Add +66.0% |
| CMBMF Cambium Networks Corp. | 0.90% | 800,000 | $715K | Reduce -0.3% |
| BBCP Concrete Pumping Holdings Inc. | 0.88% | 100,000 | $705K | New |
| LSPD Lightspeed Commerce Inc. | 0.87% | 60,000 | $693K | New |
| BWEN Broadwind Inc. | 0.85% | 323,382 | $679K | No change |
| MGTX Meiragtx Holdings PLC | 0.83% | 80,000 | $658K | New |
| CLFD Clearfield Inc. | 0.80% | 18,600 | $639K | New |
| VMD Viemed Healthcare Inc. | 0.68% | 80,000 | $543K | No change |
| CLGN Collplant Biotechnologies LT | 0.67% | 200,000 | $538K | Add +24.3% |
| DARE Dare Bioscience Inc. | 0.61% | 232,373 | $488K | Add +20.0% |
| MIST Milestone Pharmaceuticals Inc. | 0.58% | 231,671 | $463K | New |
| OBIO Orchestra Biomed Holdings Inc. | 0.52% | 166,000 | $412K | New |
| WPRT Westport Fuel Systems Inc. | 0.39% | 137,000 | $311K | Reduce -12.0% |
| DUOT Duos Technologies Group Inc. | 0.32% | 35,000 | $258K | New |
| IRIX Iridex Corp. | 0.26% | 184,230 | $210K | Reduce -3.0% |
| SCYX Scynexis Inc. | 0.24% | 245,939 | $189K | Reduce -5.8% |
| MNTN MNTN Inc. Class A | 0.23% | 10,000 | $186K | New |
| SCKT Socket Mobile Inc. | 0.15% | 116,556 | $120K | Reduce -7.6% |
| POCI Precision Optics Corp. Inc. | 0.14% | 25,000 | $109K | No change |
| DVLT Datavault AI Inc. | 0.14% | 99,200 | $108K | New |
Options reported separately and not counted above: DXC calls ($545K).
Portfolio Sells Q2 2025 → Q3 2025
| TDC Teradata Corp. | Sold out | 0.00% | −3.28 |
| TALO Talos Energy Inc. | Sold out | 0.00% | −2.35 |
| CGAU Centerra Gold Inc. | Sold out | 0.00% | −2.05 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −1.91 |
| MTEK Maris - Tech Ltd. | Reduce -5.6% | 1.60% | −1.82 |
| PHLT Performant Healthcare Inc. | Sold out | 0.00% | −1.62 |
| HURC Hurco Companies Inc. | Reduce -26.4% | 1.71% | −1.25 |
| SQNS Sequans Communications S A | Sold out | 0.00% | −1.08 |
| LTRX Lantronix Inc. | Sold out | 0.00% | −1.06 |
| LASR Nlight Inc. | Reduce -50.0% | 1.86% | −1.04 |
| MCHX Marchex Inc. Class B | Sold out | 0.00% | −0.90 |
| BRC Brady Corporation Class A | Reduce -18.3% | 1.92% | −0.48 |
| AIOT Powerfleet Inc. | Reduce -9.9% | 5.91% | −0.42 |
| DCO Ducommun Inc. | Reduce -9.1% | 3.62% | −0.40 |
| WPRT Westport Fuel Systems Inc. | Reduce -12.0% | 0.39% | −0.33 |
| ASTL Algoma Steel Group Inc. | Sold out | 0.00% | −0.31 |
| NNDM Nano Dimension Ltd. - ADR | Sold out | 0.00% | −0.31 |
| TWIN Twin Disc Inc. | Reduce -28.9% | 5.77% | −0.26 |
| DRIO Dariohealth Corp. | Sold out | 0.00% | −0.21 |
| INTT Intest Corp. | Reduce -0.8% | 1.58% | −0.16 |
| CVV CVD Equipment Corp. | Reduce -1.8% | 1.76% | −0.11 |
| SCKT Socket Mobile Inc. | Reduce -7.6% | 0.15% | −0.06 |
| SCYX Scynexis Inc. | Reduce -5.8% | 0.24% | −0.02 |
| IRIX Iridex Corp. | Reduce -3.0% | 0.26% | +0.02 |
| IDCC Interdigital Inc. | Reduce -23.1% | 4.33% | +0.04 |
| CMBMF Cambium Networks Corp. | Reduce -0.3% | 0.90% | +0.42 |
| LPTH Lightpath Technologies Inc. Class A | Reduce -37.5% | 12.93% | +3.50 |
Portfolio Buys Q2 2025 → Q3 2025
| BW Babcock & Wilcox Enterpr | New | 2.56% | +2.56 |
| PRPO Precipio Inc. | Add +370.1% | 2.92% | +2.47 |
| RFIL RF Industries Ltd. | New | 2.31% | +2.31 |
| OSS One Stop Systems Inc. | New | 1.34% | +1.34 |
| MYGN Myriad Genetics Inc. | Add +33.3% | 3.63% | +1.28 |
| NOVA MINERALS LTD-ADR | New | 1.23% | +1.23 |
| NEXN Nexxen International Ltd. | New | 1.16% | +1.16 |
| BOOM DMC Global Inc. | New | 1.06% | +1.06 |
| IPWR Ideal Power Inc. | New | 0.98% | +0.98 |
| RELL Richardson Elec Ltd. | New | 0.98% | +0.98 |
| BBCP Concrete Pumping Holdings Inc. | New | 0.88% | +0.88 |
| LSPD Lightspeed Commerce Inc. | New | 0.87% | +0.87 |
| MGTX Meiragtx Holdings PLC | New | 0.83% | +0.83 |
| CLFD Clearfield Inc. | New | 0.80% | +0.80 |
| MIST Milestone Pharmaceuticals Inc. | New | 0.58% | +0.58 |
| OBIO Orchestra Biomed Holdings Inc. | New | 0.52% | +0.52 |
| DOCN Digitalocean Holdings Inc. | Add +10.0% | 4.71% | +0.51 |
| ELVA Electrovaya Inc. | Add +0.4% | 1.48% | +0.48 |
| CLGN Collplant Biotechnologies LT | Add +24.3% | 0.67% | +0.35 |
| DUOT Duos Technologies Group Inc. | New | 0.32% | +0.32 |
| EHTH Ehealth Inc. | Add +66.0% | 0.90% | +0.26 |
| MNTN MNTN Inc. Class A | New | 0.23% | +0.23 |
| DVLT Datavault AI Inc. | New | 0.14% | +0.14 |
| HCAT Health Catalyst Inc. | Add +54.5% | 2.36% | −0.01 |
| HBIO Harvard Bioscience Inc. | Add +15.4% | 2.23% | −0.07 |
| DARE Dare Bioscience Inc. | Add +20.0% | 0.61% | −0.07 |
| TISI Team Inc. | Add +12.8% | 1.88% | −0.27 |
| UEIC Universal Electronics Inc. | Add +10.9% | 4.67% | −2.35 |
Options Activity Q2 2025 → Q3 2025
| DOCN Digitalocean Holdings Inc. | call | Sold out | 162,500 | $4.6Mbefore exit |
| HPE Hewlett Packard Enterprise | call | Sold out | 50,000 | $1.0Mbefore exit |
| SSYS Stratasys Ltd. | call | Sold out | 84,000 | $963Kbefore exit |
| DXC DXC Technology Co. | call | Reduce -37.0% | 40,000 | $545K |
| CGAU Centerra Gold Inc. | call | Sold out | 40,000 | $288Kbefore exit |
| GDOT Green Dot Corp. Class A | call | Sold out | 24,200 | $261Kbefore 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 |