Ampfield Management, L.P.
- SEC CIK
- 0001853635
- Latest filing
- Jul 29, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 29, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 5
- 0 vs. Q1 2026
- Portfolio value
- $100.2M
- +$19.4M (+24.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ESQEsquire Financial Holdings, Inc. | COM | 313,470 | $37.3M | 37.2% | +80,254+34.4% | Added | History |
| TDGTransDigm Group INC | COM | 21,473 | $28.6M | 28.5% | −2,990−12.2% | Reduced | History |
| Northeast BK Portland Me66405S100 | COM | 173,536 | $23.0M | 22.9% | 00.0% | Unchanged | – |
| SABRSabre Corp | COM | 5,234,482 | $10.9M | 10.9% | +58,537+1.1% | Added | History |
| ROSTRoss Stores, Inc. | COM | 1,669 | $355.0K | 0.4% | 00.0% | Unchanged | History |