Ampfield Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Ampfield Management, L.P. reported 5 stock positions worth $100.2 million. Its top holding was Esquire Financial Holdings I (ESQ) at 37.2% of the portfolio, followed by Transdigm (TDG, 28.5%) and Northeast Bank (NBN, 22.9%). Compared with Q1 2026, it added to 2 and reduced 1. The biggest buy was Esquire Financial Holdings I (ESQ, shares +34%) and the biggest sale Transdigm (TDG, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001853635
- Portfolio Value
- $100.2M (Q2 2026)
- SEC Filing
- 0001853635-26-000008 ↗ filed Jul 30, 2026
Holdings Value
Holdings 5 stocks · $100.2M
Portfolio Sells Q1 2026 → Q2 2026
| TDG Transdigm Group Inc. | Reduce -12.2% | 28.54% | −6.56 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $100.2M | ESQ, TDG, NBN, SABR, ROST |
| Q1 2026 | 5 | $80.8M | TDG, ESQ, NBN, SABR, ROST |
| Q4 2025 | 4 | $66.7M | TDG, ESQ, SNCR, ROST |
| Q3 2025 | 4 | $89.7M | TDG, ESQ, FIVE, ROST |
| Q2 2025 | 4 | $94.8M | TDG, ESQ, FIVE, ROST |
| Q1 2025 | 4 | $85.0M | TDG, ESQ, FIVE, ROST |
| Q4 2024 | 4 | $96.1M | TDG, FIVE, ESQ, ROST |
| Q3 2024 | 4 | $95.9M | TDG, FIVE, ESQ, ROST |
| Q2 2024 | 4 | $107.7M | TDG, LGIH, FIVE, ROST |
| Q1 2024 | 4 | $144.0M | LGIH, TDG, FIVE, ROST |