Amh Equity Ltd Top Holdings and 13F Report (2025)

About Amh Equity Ltd

Investment Activity

  • Amh Equity Ltd has $101.54 million in total holdings as of December 31, 2024.
  • Amh Equity Ltd owns shares of 53 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 28.47% of the portfolio was purchased this quarter.
  • About 16.89% of the portfolio was sold this quarter.
  • This quarter, Amh Equity Ltd has purchased 46 new stocks and bought additional shares in 12 stocks.
  • Amh Equity Ltd sold shares of 17 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Twin Disc
$8,385,811
PBF Energy
$8,012,790
PowerFleet
$7,818,800

Largest New Holdings this Quarter

PBF Energy
$8,012,790 Holding
SEQUANS COMMUNICATIONS S A
$2,432,328 Holding
Atomera
$2,088,000 Holding
Crescent Energy
$1,461,000 Holding
Kennametal
$1,441,200 Holding

Largest Purchases this Quarter

PBF Energy
301,800 shares (about $8.01M)
SEQUANS COMMUNICATIONS S A
696,942 shares (about $2.43M)
Atomera
180,000 shares (about $2.09M)
SpartanNash
95,000 shares (about $1.74M)
Crescent Energy
100,000 shares (about $1.46M)

Largest Sales this Quarter

Amtech Systems
208,825 shares (about $1.14M)
Thermon Group
37,740 shares (about $1.09M)
Green Dot
88,000 shares (about $936.32K)
iHeartMedia
464,655 shares (about $920.02K)
Profire Energy
238,933 shares (about $606.89K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmh Equity Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
LightPath Technologies, Inc. stock logo
LPTH
LightPath Technologies
$10,025,200$392,211 -3.8%2,840,0009.9%Computer and Technology
Universal Electronics Inc. stock logo
UEIC
Universal Electronics
$8,800,0000.0%800,0008.7%Computer and Technology
Twin Disc, Incorporated stock logo
TWIN
Twin Disc
$8,385,811$269,275 -3.1%713,6868.3%Industrial Products
PBF Energy Inc. stock logo
PBF
PBF Energy
$8,012,790$8,012,790 New Holding301,8007.9%Oils/Energy
PowerFleet, Inc. stock logo
PWFL
PowerFleet
$7,818,8000.0%1,173,9947.7%Transportation
Harvard Bioscience, Inc. stock logo
HBIO
Harvard Bioscience
$5,275,000$234,489 4.7%2,500,0005.2%Computer and Technology
Algoma Steel Group Inc. stock logo
ASTL
Algoma Steel Group
$5,134,500$275,552 -5.1%525,0005.1%Basic Materials
Maris-Tech Ltd. stock logo
MTEK
Maris-Tech
$3,679,200$927,924 33.7%730,0003.6%Business Services
Thermon Group Holdings, Inc. stock logo
THR
Thermon Group
$3,164,700$1,085,780 -25.5%110,0003.1%Computer and Technology
CVD Equipment Co. stock logo
CVV
CVD Equipment
$2,926,000$79,891 2.8%665,0002.9%Industrial Products
SEQUANS COMMUNICATIONS S A
$2,432,328$2,432,328 New Holding696,9422.4%SPONSORED ADS
SpartanNash stock logo
SPTN
SpartanNash
$2,290,000$1,740,400 316.7%125,0002.3%Retail/Wholesale
Brady Co. stock logo
BRC
Brady
$2,215,5000.0%30,0002.2%Industrial Products
Brightcove Inc. stock logo
BCOV
Brightcove
$2,207,682$32,682 1.5%507,5132.2%Computer and Technology
Hurco Companies, Inc. stock logo
HURC
Hurco Companies
$2,132,760$1,168,260 121.1%110,5632.1%Industrial Products
Atomera Incorporated stock logo
ATOM
Atomera
$2,088,000$2,088,000 New Holding180,0002.1%Computer and Technology
Crescent Energy stock logo
CRGY
Crescent Energy
$1,461,000$1,461,000 New Holding100,0001.4%Oils/Energy
Kennametal Inc. stock logo
KMT
Kennametal
$1,441,200$1,441,200 New Holding60,0001.4%Industrial Products
Lincoln Educational Services Co. stock logo
LINC
Lincoln Educational Services
$1,265,600$474,600 60.0%80,0001.2%Consumer Discretionary
Viatris Inc. stock logo
VTRS
Viatris
$1,245,000$1,245,000 New Holding100,0001.2%Medical
RAIL VISION LTD
$1,213,250$263,750 -17.9%575,0001.2%SHS NEW
Viemed Healthcare, Inc. stock logo
VMD
Viemed Healthcare
$1,113,9780.0%138,9001.1%Medical
Stratasys Ltd. stock logo
SSYS
Stratasys
$1,023,239$1,023,239 New Holding115,1001.0%Computer and Technology
Profire Energy, Inc. stock logo
PFIE
Profire Energy
$1,016,000$606,890 -37.4%400,0001.0%Oils/Energy
inTEST Co. stock logo
INTT
inTEST
$1,013,534$17,094 1.7%117,9901.0%Computer and Technology
Biodesix, Inc. stock logo
BDSX
Biodesix
$997,358$67,634 -6.4%651,8681.0%Medical
Ondas Holdings Inc. stock logo
ONDS
Ondas
$952,320$952,320 New Holding372,0000.9%Computer and Technology
GRAIL INC
$857,532$857,532 New Holding48,0410.8%COM
IRIDEX Co. stock logo
IRIX
IRIDEX
$841,8830.0%501,1210.8%Computer and Technology
BARNES & NOBLE ED INC
$803,200$803,200 New Holding80,0000.8%COM NEW
SCYNEXIS, Inc. stock logo
SCYX
SCYNEXIS
$757,523$31,523 4.3%626,0520.7%Medical
Ascent Industries Co. stock logo
ACNT
Ascent Industries
$670,800$670,800 New Holding60,0000.7%Industrial Products
Westport Fuel Systems Inc. stock logo
WPRT
Westport Fuel Systems
$647,235$104,565 -13.9%180,7920.6%Auto/Tires/Trucks
Butterfly Network, Inc. stock logo
BFLY
Butterfly Network
$624,000$624,000 New Holding200,0000.6%Medical
OptimizeRx Co. stock logo
OPRX
OptimizeRx
$607,500$121,500 25.0%125,0000.6%Computer and Technology
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$601,600$150,400 -20.0%80,0000.6%Medical
Team, Inc. stock logo
TISI
Team
$564,260$35,504 -5.9%44,5000.6%Construction
Cambium Networks Co. stock logo
CMBM
Cambium Networks
$536,474$536,474 New Holding832,0000.5%Computer and Technology
DARE BIOSCIENCE INC
$468,000$156,000 50.0%150,0000.5%COM NEW
iHeartMedia, Inc. stock logo
IHRT
iHeartMedia
$465,983$920,017 -66.4%235,3450.5%Consumer Discretionary
Marchex, Inc. stock logo
MCHX
Marchex
$437,500$437,500 New Holding250,0000.4%Computer and Technology
eHealth, Inc. stock logo
EHTH
eHealth
$426,158$426,158 New Holding45,3360.4%Finance
CollPlant Biotechnologies Ltd. stock logo
CLGN
CollPlant Biotechnologies
$419,400$62,262 17.4%116,5000.4%Medical
CarParts.com, Inc. stock logo
PRTS
CarParts.com
$368,496$368,496 New Holding341,2000.4%Auto/Tires/Trucks
SYNCHRONOSS TECHNOLOGIES INC
$364,800$398,592 -52.2%38,0000.4%COM NEW
MOGO INC
$332,784$332,784 New Holding244,6940.3%COM
Precision Optics Co., Inc. stock logo
POCI
Precision Optics
$323,562$477,518 -59.6%67,1290.3%Medical
Digi International Inc. stock logo
DGII
Digi International
$302,3000.0%10,0000.3%Computer and Technology
iCAD, Inc. stock logo
ICAD
iCAD
$250,057$291,719 -53.8%136,6430.2%Computer and Technology
Amtech Systems, Inc. stock logo
ASYS
Amtech Systems
$224,404$1,138,098 -83.5%41,1750.2%Computer and Technology
Socket Mobile, Inc. stock logo
SCKT
Socket Mobile
$154,679$154,679 New Holding116,3000.2%Computer and Technology
Green Dot Co. stock logo
GDOT
Green Dot
$127,680$936,320 -88.0%12,0000.1%Business Services
Xtant Medical Holdings, Inc. stock logo
XTNT
Xtant Medical
$34,199$50,193 -59.5%77,1980.0%Medical
Amphenol Co. stock logo
APH
Amphenol
$0$2,606,400 -100.0%00.0%Computer and Technology
IonQ, Inc. stock logo
IONQ
IonQ
$0$2,185,000 -100.0%00.0%Computer and Technology
MoneyLion Inc. stock logo
ML
MoneyLion
$0$1,371,150 -100.0%00.0%Business Services
Orion Group Holdings, Inc. stock logo
ORN
Orion Group
$0$721,250 -100.0%00.0%Construction
Lantronix, Inc. stock logo
LTRX
Lantronix
$0$677,402 -100.0%00.0%Computer and Technology
Chegg, Inc. stock logo
CHGG
Chegg
$0$589,410 -100.0%00.0%Computer and Technology
Aspen Aerogels, Inc. stock logo
ASPN
Aspen Aerogels
$0$553,800 -100.0%00.0%Construction
APPLIED DNA SCIENCES INC
$0$334,372 -100.0%00.0%COM NEW
Foresight Autonomous Holdings Ltd. stock logo
FRSX
Foresight Autonomous
$0$272,142 -100.0%00.0%Business Services
CPS Technologies Co. stock logo
CPSH
CPS Technologies
$0$248,026 -100.0%00.0%Computer and Technology
Cytosorbents Co. stock logo
CTSO
Cytosorbents
$0$124,200 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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