Sam Nebenzahl

@Amh Equity Ltd

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$78.825M

Total holdings46

Assets growth rate4.51%

Assets growth rate (2-Q avg)-10.76%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Amh Equity Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Amh Equity Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 78.825M in assets, with a quarterly growth rate of 4.51% and a 2-quarter average growth rate of -10.76%. The portfolio is managed by Sam Nebenzahl, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TWINTwin Disc Inc Recent Activity	11.68%	$9.2M 736,603 shares@ $12.49 avg price
UEICUniversal Electrs Inc Recent Activity Increased 18.11%	9.37%	$7.384M 800,000 shares@ $9.23 avg price	Increased 18.11%
HBIOHarvard Bioscience Inc Recent Activity Increased 8.59%	8.16%	$6.426M 2.389M shares@ $2.7 avg price	Increased 8.59%
AIOTPowerfleet Inc Recent Activity Increased 8.59%	7.45%	$5.87M 1.174M shares@ $5.0 avg price	Increased 8.59%
ASTLAlgoma Stl Group Inc Recent Activity Increased 38.3%	7.18%	$5.659M 553,175 shares@ $10.23 avg price	Increased 38.3%
THRThermon Group Hldgs Inc Recent Activity Increased 34.31%	5.6%	$4.409M 147,740 shares@ $29.85 avg price	Increased 34.31%
LPTHLightpath Technologies Inc Recent Activity Increased 2.72%	5.13%	$4.043M 2.951M shares@ $1.38 avg price	Increased 2.72%
APHAmphenol Corp New Recent Activity New Position	3.31%	$2.606M↓ Put 40,000 shares@ $65.16 avg price	New Position
BRCBrady Corp Recent Activity New Position	2.92%	$2.299M 30,000 shares@ $76.63 avg price	New Position
IONQIonq Inc Recent Activity New Position	2.78%	$2.185M 250,000 shares@ $8.74 avg price	New Position