AMH EQUITY LTD
Q2 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001600535
· CRD 160452
· SEC-registered investment adviser
$57.9M Reported Value Total
AMH EQUITY LTD reports 2 total accounts under management (AUM). There are 2 discretionary accounts valued at $109,337,603, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $92.5M gross asset value
Hedge Fund: $92.5M
Source: Form ADV filed 2026-03-11
Reported value
$57.9M
Quarter over quarter
-32.3%
Holdings
17
Top-10 concentration
76.6%
Key People
Form ADV owners & control persons
Adam Michael Hutt
PRESIDENT
Sam Nebenzahl
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 01, 2022 |
| Form | 13F-HR |
| Reported value | $57.9M |
| Positions | 17 |
| Change in reported value | -39.9% |
| New positions | 3 |
| Exited positions | 16 |
| Position turnover | 57.6% |
| Top-10 concentration | 76.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2025 13F
Filed Oct 29, 2025
|
53 | $80.3M |
|
Q2 2025 13F
Filed Aug 4, 2025
|
47 | $76.1M |
|
Q1 2025 13F
Filed May 5, 2025
|
51 | $66.3M |
|
Q4 2024 13F
Filed Feb 5, 2025
|
51 | $101.5M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
44 | $78.8M |
|
Q2 2024 13F
Filed Aug 6, 2024
|
31 | $75.4M |
|
Q1 2024 13F
Filed May 7, 2024
|
34 | $102.0M |
|
Q4 2023 13F
Filed Feb 2, 2024
|
29 | $111.3M |
|
Q3 2023 13F
Filed Nov 6, 2023
|
31 | $91.0M |
|
Q2 2023 13F
Filed Aug 1, 2023
|
27 | $87.5M |
|
Q1 2023 13F
Filed May 2, 2023
|
21 | $87.3M |
|
Q4 2022 13F
Filed Jan 20, 2023
|
17 | $67.4M |
|
Q3 2022 13F
Filed Nov 4, 2022
|
17 | $66.2M |
|
Q2 2022 13F
Filed Aug 1, 2022
|
17 | $57.9M |
|
Q1 2022 13F
Filed Apr 26, 2022
|
30 | $96.4M |
|
Q4 2021 13F
Filed Jan 24, 2022
|
22 | $71.9M |
Top 20 holdings · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | LUNA LUNA INNOVATIONS INC | $9.7M | 16.7% |
| 2 | TWIN TWIN DISC INC | $6.1M | 10.59% |
| 3 | ATNI ATN INTL INC | $4.7M | 8.1% |
| 4 | HBIO HARVARD BIOSCIENCE INC | $4.5M | 7.77% |
| 5 | CNDT CONDUENT INC | $4.3M | 7.45% |
| 6 | SREV SERVICESOURCE INTL INC | $3.6M | 6.18% |
| 7 | LOVLQ SPARK NETWORKS SE | $3.4M | 5.84% |
| 8 | SWIR C SIERRA WIRELESS INC | $2.8M | 4.75% |
| 9 | DGII C DIGI INTL INC | $2.7M | 4.66% |
| 10 | NXGN NEXTGEN HEALTHCARE INC | $2.6M | 4.51% |
| 11 | CVV CVD EQUIP CORP | $2.6M | 4.5% |
| 12 | TA TRAVELCENTERS OF AMERICA INC | $1.9M | 3.25% |
| 13 | ARC ARC DOCUMENT SOLUTIONS INC | $1.8M | 3.18% |
| 14 | IVAC INTEVAC INC | $1.2M | 2.09% |
| 15 | WPRT WESTPORT FUEL SYSTEMS INC | $1.2M | 2.04% |
| 16 | MTCH C MATCH GROUP INC NEW | $1.0M | 1.8% |
| 17 | ASPN ASPEN AEROGELS INC | $988.0K | 1.7% |
| 18 | ATTOF ATENTO S A | $865.0K | 1.49% |
| 19 | ASPN C ASPEN AEROGELS INC | $599.0K | 1.03% |
| 20 | RNWK REALNETWORKS INC | $587.0K | 1.01% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.