§ 13F · FUND PROFILE
AMH Equity Ltd.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $80M (13F)Positions · 54Turnover · — · Q3Filed · Oct 29, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 29, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | LPTH | LIGHTPATH TECHNOLOGIES INC | 1.30M | $10M | 12.8% | −37% |
| 2 | AIOT | POWERFLEET INC | 900K | $5M | 5.9% | −10% |
| 3 | TWIN | TWIN DISC INC | 330K | $5M | 5.7% | −29% |
| 4 | DOCN | DIGITALOCEAN HLDGS INC | 110K | $4M | 4.7% | −58% |
| 5 | UEIC | UNIVERSAL ELECTRS INC | 800K | $4M | 4.6% | +11% |
| 6 | IDCC | INTERDIGITAL INC | 10K | $3M | 4.3% | −23% |
| 7 | MYGN | MYRIAD GENETICS INC | 400K | $3M | 3.6% | +33% |
| 8 | DCO | DUCOMMUN INC DEL | 30K | $3M | 3.6% | −9% |
| 9 | PRPO | PRECIPIO INC | 131K | $2M | 2.9% | +370% |
| 10 | BW | BABCOCK & WILCOX ENTERPRISES | 704K | $2M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMH SIGNAL
AC read
AMH Equity Ltd is a Other fund managing $80 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed