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AMH Equity Ltd

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13F filer, CIK 1600535, Great Neck, NY

AMH Equity Ltd reported $66,298,570 across 53 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-05. Its ten largest share positions make up 51.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-006901

Period
2025-03-31
Reported value
$66.3M
Holdings
53
Top 10 weight
51.56%
New
22
Sold out
25

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DOCNnew+95,400$3.19M
TDCnew+135,000$3.03M
IDCCnew+11,000$2.27M
DCOnew+27,000$1.57M
TALOnew+150,000$1.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PBFexited-241,800-$6.42M
BRIGHTCOVE INCexited-507,513-$2.21M
CRGYexited-100,000-$1.46M
ATOMexited-125,000-$1.45M
KMTexited-60,000-$1.44M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001214659-25-006901, largest first. % of portfolio is the value over $64,771,930, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,099,980 shares; 2024Q2: 1,081,173 shares; 2024Q3: 1,173,994 shares; 2024Q4: 1,173,994 shares; 2025Q1: 1,100,000 shares 1,100,000$6.04M9.32%-73,994Timeline
UEICUNIVERSAL ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400,000 shares; 2024Q1: 491,968 shares; 2024Q2: 677,348 shares; 2024Q3: 800,000 shares; 2024Q4: 800,000 shares; 2025Q1: 768,109 shares 768,109$4.7M7.26%-31,891Timeline
LPTHLIGHTPATH TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,819,071 shares; 2024Q1: 2,819,071 shares; 2024Q2: 2,873,000 shares; 2024Q3: 2,951,108 shares; 2024Q4: 2,840,000 shares; 2025Q1: 2,279,339 shares 2,279,339$4.58M7.07%-560,661Timeline
TWINTWIN DISC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 749,983 shares; 2024Q1: 700,000 shares; 2024Q2: 736,603 shares; 2024Q3: 736,603 shares; 2024Q4: 713,686 shares; 2025Q1: 530,086 shares 530,086$4.01M6.2%-183,600Timeline
DOCNDIGITALOCEAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,400 shares 95,400$3.19M4.92%newTimeline
TDCTERADATA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,000 shares 135,000$3.03M4.69%newTimeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares 11,000$2.27M3.51%newTimeline
HBIOHARVARD BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,162,893 shares; 2024Q1: 2,324,200 shares; 2024Q2: 2,199,922 shares; 2024Q3: 2,388,868 shares; 2024Q4: 2,500,000 shares; 2025Q1: 3,387,355 shares 3,387,355$1.92M2.96%+887,355Timeline
THRTHERMON GROUP HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110,000 shares; 2024Q1: 110,000 shares; 2024Q2: 110,000 shares; 2024Q3: 147,740 shares; 2024Q4: 110,000 shares; 2025Q1: 66,000 shares 66,000$1.84M2.84%-44,000Timeline
HURCHURCO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50,000 shares; 2024Q4: 110,563 shares; 2025Q1: 116,909 shares 116,909$1.81M2.8%+6,346Timeline
CVVCVD EQUIP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 660,000 shares; 2024Q1: 660,000 shares; 2024Q2: 623,857 shares; 2024Q3: 646,843 shares; 2024Q4: 665,000 shares; 2025Q1: 575,872 shares 575,872$1.77M2.73%-89,128Timeline
BRCBRADY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 25,000 shares 25,000$1.77M2.73%-5,000Timeline
Sequans Communications SASequans Communications SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 696,942 shares; 2025Q1: 800,000 shares 800,000$1.68M2.59%+103,058
MTEKMARIS TECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 240,870 shares; 2024Q2: 453,203 shares; 2024Q3: 545,888 shares; 2024Q4: 730,000 shares; 2025Q1: 770,000 shares 770,000$1.66M2.56%+40,000Timeline
SPARTANNASH COSPARTANNASH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,000 shares; 2024Q4: 125,000 shares; 2025Q1: 80,000 shares 80,000$1.62M2.5%-45,000
DCODUCOMMUN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,000 shares 27,000$1.57M2.42%newTimeline
ACNTASCENT INDUSTRIES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 119,430 shares 119,430$1.51M2.33%+59,430Timeline
ASTLALGOMA STL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 400,000 shares; 2024Q3: 553,175 shares; 2024Q4: 525,000 shares; 2025Q1: 270,003 shares 270,003$1.46M2.26%-254,997Timeline
TALOTALOS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,000 shares 150,000$1.46M2.25%newTimeline
LINCLINCOLN EDL SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 50,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares 80,000$1.27M1.96%0Timeline
HCATHEALTH CATALYST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 252,500 shares 252,500$1.14M1.77%newTimeline
VMDVIEMED HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 138,900 shares; 2024Q4: 138,900 shares; 2025Q1: 138,900 shares 138,900$1.01M1.56%0Timeline
LASRNLIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,917 shares 119,917$932K1.44%newTimeline
CGAUCENTERRA GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,000 shares 142,000$902K1.39%newTimeline
PERFORMANT HEALTHCARE INCPERFORMANT HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300,000 shares 300,000$888K1.37%new
CMBMFCAMBIUM NETWORKS CORP SHS (CYMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 832,000 shares; 2025Q1: 1,250,381 shares 1,250,381$882K1.36%+418,381Timeline
INTTINTEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116,000 shares; 2024Q4: 117,990 shares; 2025Q1: 117,990 shares 117,990$825K1.27%0Timeline
TISITEAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 47,300 shares; 2024Q4: 44,500 shares; 2025Q1: 46,307 shares 46,307$784K1.21%+1,807Timeline
ASPNASPEN AEROGELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: 110,000 shares 110,000$703K1.09%newTimeline
WPRTWESTPORT FUEL SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,000 shares; 2024Q1: 258,101 shares; 2024Q2: 250,000 shares; 2024Q3: 210,000 shares; 2024Q4: 180,792 shares; 2025Q1: 180,792 shares 180,792$671K1.04%0Timeline
SSYSSTRATASYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,755 shares 64,755$634K0.98%newTimeline
INSEINSPIRED ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,000 shares 74,000$632K0.98%newTimeline
SCYXSCYNEXIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 550,400 shares; 2024Q1: 660,000 shares; 2024Q2: 545,000 shares; 2024Q3: 600,000 shares; 2024Q4: 626,052 shares; 2025Q1: 627,037 shares 627,037$597K0.92%+985Timeline
MTLSMATERIALISE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,000 shares 110,000$541K0.84%newTimeline
IRIXIRIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 396,000 shares; 2024Q1: 456,400 shares; 2024Q2: 460,800 shares; 2024Q3: 501,121 shares; 2024Q4: 501,121 shares; 2025Q1: 518,541 shares 518,541$513K0.79%+17,420Timeline
LTRXLANTRONIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,321,234 shares; 2024Q1: 1,199,856 shares; 2024Q2: 1,274,000 shares; 2024Q3: 164,418 shares; 2024Q4: not reported; 2025Q1: 200,781 shares 200,781$500K0.77%newTimeline
DAREDARE BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100,000 shares; 2024Q4: 150,000 shares; 2025Q1: 164,302 shares 164,302$475K0.73%+14,302Timeline
ASYSAMTECH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 89,661 shares; 2024Q1: 300,000 shares; 2024Q2: 250,000 shares; 2024Q3: 250,000 shares; 2024Q4: 41,175 shares; 2025Q1: 97,583 shares 97,583$471K0.73%+56,408Timeline
MCHXMARCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 250,000 shares; 2025Q1: 217,113 shares 217,113$354K0.55%-32,887Timeline
CLGNCOLLPLANT BIOTECHNOLOGIES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,647 shares; 2024Q3: 99,205 shares; 2024Q4: 116,500 shares; 2025Q1: 125,000 shares 125,000$322K0.5%+8,500Timeline
DUOTDUOS TECHNOLOGIES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares 50,000$282K0.44%newTimeline
ELVAELECTROVAYA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,000 shares 100,000$231K0.36%newTimeline
PRPOPRECIPIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,294 shares 38,294$211K0.33%newTimeline
BWENBROADWIND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,000 shares 144,000$209K0.32%newTimeline
EHTHEHEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,336 shares; 2025Q1: 29,000 shares 29,000$194K0.3%-16,336Timeline
POCIPRECISION OPTICS CORP INC MAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140,333 shares; 2024Q1: 140,333 shares; 2024Q2: 125,199 shares; 2024Q3: 166,199 shares; 2024Q4: 67,129 shares; 2025Q1: 45,000 shares 45,000$187K0.29%-22,129Timeline
DARIOHEALTH CORPDARIOHEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250,000 shares 250,000$153K0.24%new
SCKTSOCKET MOBILE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 116,300 shares; 2025Q1: 125,398 shares 125,398$142K0.22%+9,098Timeline
MOGO INCMOGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 244,694 shares; 2025Q1: 124,649 shares 124,649$107K0.17%-120,045
HYPRHYPERFINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,084 shares 125,084$89.6K0.14%newTimeline
BIODESIX INCBIODESIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 696,073 shares; 2024Q3: 696,073 shares; 2024Q4: 651,868 shares; 2025Q1: 47,773 shares 47,773$29.9K0.05%-604,095

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
BARRICK GOLD CORPBARRICK GOLD CORP COMcall51,000$991Knew
QNSTQUINSTREET INC COMcall30,000$535Knew

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PBFPBF ENERGY INC241,800$6.42Mshares
BRIGHTCOVE INCBRIGHTCOVE INC507,513$2.21Mshares
PBFPBF ENERGY INC60,000$1.59Mcall
CRGYCRESCENT ENERGY COMPANY100,000$1.46Mshares
ATOMATOMERA INC125,000$1.45Mshares
KMTKENNAMETAL INC60,000$1.44Mshares
VTRSVIATRIS INC100,000$1.25Mshares
Rail Vision LtdRail Vision Ltd575,000$1.21Mshares
SSYSSTRATASYS LTD115,100$1.02Mcall
PROFIRE ENERGY INCPROFIRE ENERGY INC400,000$1.02Mshares
ONDSONDAS INC372,000$952Kshares
BNEDBARNES & NOBLE ED INC80,000$803Kshares
ATOMATOMERA INC55,000$638Kcall
BFLYBUTTERFLY NETWORK INC200,000$624Kshares
OPRXOPTIMIZERX CORP125,000$608Kshares
BCRXBIOCRYST PHARMACEUTICALS INC80,000$602Kshares
GRALGRAIL INC26,400$471Kcall
IHRTIHEARTMEDIA INC235,345$466Kshares
GRALGRAIL INC21,641$386Kshares
PRTSCARPARTS COM INC341,200$368Kshares
SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS TECHNOLOGIES INC38,000$365Kshares
DGIIDIGI INTL INC10,000$302Kcall
ICAD INCICAD INC136,643$250Kshares
GDOTGREEN DOT CORP12,000$128Kshares
XTNTXTANT MED HLDGS INC77,198$34.2Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-006901 base2025-05-05acceptance time not in the bulk data set