DOSSIER · 13F-HR · Q3 2025

AMH Equity Ltd

$80M in tracked AUM across 54 positions as of Q3 2025.

AE
CIK 0001600535 · last filed Sep 30, 2025
Total AUM
$80M
as of Q3 2025
Holdings
54
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

AMH Equity Ltd filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
LPTH
LIGHTPATH TECHNOLOGIES INC
$10M1.3M12.8%
02
AIOT
POWERFLEET INC
$5M900K5.9%
03
TWIN
TWIN DISC INC
$5M330K5.7%
04
DOCN
DIGITALOCEAN HLDGS INC
$4M110K4.7%
05
UEIC
UNIVERSAL ELECTRS INC
$4M800K4.6%
06
IDCC
INTERDIGITAL INC
$3M10K4.3%
07
MYGN
MYRIAD GENETICS INC
$3M400K3.6%
08
DCO
DUCOMMUN INC DEL
$3M30K3.6%
09
PRPO
PRECIPIO INC
$2M131K2.9%
10
BW
BABCOCK & WILCOX ENTERPRISES
$2M704K2.5%

Filing history

2025Q3Sep 30
$80M 5.5%
54 positionsView →
2025Q2Jun 30
$76M 14.8%
53 positionsLocked
2025Q1Mar 31
$66M 34.7%
53 positionsLocked
2024Q4Dec 31
$102M 28.8%
56 positionsLocked
2024Q3Sep 30
$79M 4.5%
46 positionsLocked
2024Q2Jun 30
$75M 26.0%
34 positionsLocked
2024Q1Mar 31
$102M 8.4%
40 positionsLocked
2023Q4Dec 31
$111M 22.4%
35 positionsLocked
2023Q3Sep 30
$91M 4.0%
31 positionsLocked
2023Q2Jun 30
$87M 0.3%
27 positionsLocked
2023Q1Mar 31
$87M 29.4%
25 positionsLocked
2022Q4Dec 31
$67M 1.8%
17 positionsLocked
Showing 12 of 16