Amh Equity LTD Portfolio Holdings

Amh Equity LTD

$70.6 Million
Q3 2025

Amh Equity LTD has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $70.6 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lightpath Technologies Inc with a value of $10.1M, Twin Disc Inc with a value of $4.65M, Power Fleet, Inc. with a value of $4.49M, Digital Ocean Holdings, Inc. with a value of $3.76M, and Universal Electronics Inc with a value of $3.73M.

Examining the 13F form we can see an decrease of $1.69M in the current position value, from $72.3M to 70.6M.

Below you can find more details about Amh Equity LTD portfolio as well as his latest detailed transactions.

Portfolio value $70.6 Million

Technology: $33.9 Million

Industrials: $17 Million

Healthcare: $9.09 Million

Communication Services: $4.47 Million

Consumer Defensive: $1.74 Million

Energy: $844,000

Consumer Cyclical: $731,000

Financial Services: $692,000

Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
LPTH Lightpath Technologies Inc Technology	$181M	$10.1 Million 14.35% of portfolio	1,300,000	Q3 2025 Reduced 37.48%
TWIN Twin Disc Inc Industrials	$212M	$4.65 Million 6.58% of portfolio	330,090	Q3 2025 Reduced 28.86%
PWFL Power Fleet, Inc. Technology	$181M	$4.49 Million 6.36% of portfolio	900,000	Q3 2025 Reduced 9.91%
HCAT Health Catalyst, Inc. Healthcare	$124M	$1.88 Million 2.66% of portfolio	660,000	Q3 2025 Added 54.51%
RFIL R F Industries LTD Industrials	$67.2M	$1.8 Million 2.55% of portfolio	223,900	Q3 2025 New
HURC Hurco Companies Inc Industrials	$110M	$1.35 Million 1.91% of portfolio	78,279	Q3 2025 Reduced 26.43%
INTT Intest Corp Technology	$84.9M	$1.29 Million 1.82% of portfolio	161,711	Q3 2025 Reduced 0.79%
OSS One Stop Systems, Inc. Technology	$103M	$1.02 Million 1.45% of portfolio	200,000	Q3 2025 New
BOOM Dmc Global Inc. Energy	$114M	$844,000 1.19% of portfolio	100,000	Q3 2025 New

RELL Richardson Electronics, Ltd. Technology	$122M	$781,000 1.11% of portfolio	80,000	Q3 2025 New
INSE Inspired Entertainment, Inc. Consumer Cyclical	$200M	$731,000 1.03% of portfolio	80,000	Q2 2025 Added 8.11%
CMBM Cambium Networks Corp Technology	$75.5M	$712,000 1.01% of portfolio	800,000	Q3 2025 Reduced 0.29%
EHTH E Health, Inc. Financial Services	$106M	$692,000 0.98% of portfolio	166,000	Q3 2025 Added 66.0%
BWEN Broadwind, Inc. Industrials	$52.4M	$679,000 0.96% of portfolio	323,382	Q2 2025 Added 124.57%
VMD Viemed Healthcare, Inc. Healthcare	$244M	$532,000 0.75% of portfolio	80,000	Q2 2025 Reduced 42.4%
MIST Milestone Pharmaceuticals Inc. Healthcare	$61.8M	$461,000 0.65% of portfolio	231,671	Q3 2025 New
DUOT Duos Technologies Group, Inc. Technology	$62M	$257,000 0.36% of portfolio	35,000	Q3 2025 New

Summary

Portfolio
No. of Stocks 54
Current Value $70.6 Million
Prior Value $72.3 Million
Filing
Period Q3 2025
Filing Date October 29, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 17 stocks
Additional Purchases 11 stocks
Sold out of 0 stocks
Reduced holdings in 16 stocks

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