AMH Equity Ltd CMBM β€” CAMBIUM NETWORKS CORP

Ownership history in AMH Equity Ltd  Β·  4 quarters on record

AI Ownership Summary

AMH Equity Ltd reported CAMBIUM NETWORKS CORP (CMBM) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 1.33% in 2025 Q1. The latest visible filing shows CMBM at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMH Equity Ltd's position in CAMBIUM NETWORKS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CMBM was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMBM stock page AMH Equity Ltd fund profile AMH Equity Ltd full holdings
How AMH Equity Ltd held CMBM β€” position size vs. price
% of Fund (quarterly)    CMBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 800,000 -2,362 -0.3% 0.89% $715K 2025-11-14 (Est.) $2.80
2025 Q2 REDUCED 35.8% +122.0% ❌ 802,362 -448,019 -35.8% 0.43% $325K 2025-08-04 $0.85
2025 Q1 ADDED β€” β€” β€” 1,250,381 +418,381 +50.3% 1.33% $882K 2025-05-05 $0.45
2024 Q4 INITIATED β€” β€” β€” 832,000 β€” β€” 0.53% $536K 2025-02-05 $1.30

🏒 Other funds also holding CMBM

As of 2026 Q1 β€” sorted by position size

THOMPSON DAVIS & CO., INC. 3Y 7Y 0.0%

FAQ About AMH Equity Ltd and CMBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMH Equity Ltd reported owning CMBM?

AMH Equity Ltd reported CMBM across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported CMBM position in AMH Equity Ltd's portfolio?

The largest reported portfolio weight for CMBM was 1.33% in 2025 Q1.

What is the latest reported CMBM position on this page?

The most recent filing on this page is 2025 Q3, when AMH Equity Ltd reported 800,000 shares, equal to 0.89% of portfolio, with an estimated market value of $715K.

What does the chart on this CMBM ownership page compare?

The chart compares AMH Equity Ltd's quarterly CMBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMH Equity Ltd time their CMBM position?

Based on 13F filing dates vs. subsequent CMBM price moves, AMH Equity Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CMBM relative to SPY over the holding period was +132.8%.

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