AMH Equity Ltd — 13F holdings

AMH Equity Ltd reported 54 holdings worth $80.3M in its 13F filing for Q3 2025, filed October 29, 2025.

Largest positions

1. LPTH LIGHTPATH TECHNOLOGIES INC — $10.3M (12.8%)
2. AIOT POWERFLEET INC — $4.72M (5.9%)
3. TWIN TWIN DISC INC — $4.60M (5.7%)
4. DOCN DIGITALOCEAN HLDGS INC — $3.76M (4.7%)
5. UEIC UNIVERSAL ELECTRS INC — $3.73M (4.6%)
6. IDCC INTERDIGITAL INC — $3.45M (4.3%)
7. MYGN MYRIAD GENETICS INC — $2.89M (3.6%)
8. DCO DUCOMMUN INC DEL — $2.88M (3.6%)
9. PRPO PRECIPIO INC — $2.33M (2.9%)
10. BW BABCOCK & WILCOX ENTERPRISES — $2.04M (2.5%)