Ampfield Management, L.P.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Ampfield Management, L.P. reported 4 stock positions worth $85.0 million. Its top holding was Transdigm (TDG) at 55.3% of the portfolio, followed by Esquire Financial Holdings I (ESQ, 25.0%) and Five Below (FIVE, 19.5%). Compared with Q4 2024, it added to 1 and reduced 1. The biggest buy was Esquire Financial Holdings I (ESQ, shares +12%) and the biggest sale Transdigm (TDG, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001853635
- Portfolio Value
- $85.0M (Q1 2025)
- SEC Filing
- 0001853635-25-000006 ↗ filed May 2, 2025
Holdings Value
Holdings 4 stocks · $85.0M
Portfolio Sells Q4 2024 → Q1 2025
| TDG Transdigm Group Inc. | Reduce -18.2% | 55.31% | +0.50 |
Portfolio Buys Q4 2024 → Q1 2025
| ESQ Esquire Financial Holdings I | Add +11.9% | 24.98% | +4.15 |
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 |