Ampfield Management, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Ampfield Management, L.P. reported 4 stock positions worth $94.8 million. Its top holding was Transdigm (TDG) at 53.4% of the portfolio, followed by Esquire Financial Holdings I (ESQ, 28.1%) and Five Below (FIVE, 18.2%). Compared with Q1 2025, it reduced 2. The biggest sale was Transdigm (TDG, shares −2%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001853635
Portfolio Value
$94.8M (Q2 2025)
SEC Filing
0001853635-25-000007 ↗ filed Jul 22, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $144.0M Q1 2024 Q2 2024: $107.7M Q2 2024 Q3 2024: $95.9M Q3 2024 Q4 2024: $96.1M Q4 2024 Q1 2025: $85.0M Q1 2025 Q2 2025: $94.8M $94.8M Q2 2025 Q3 2025: $89.7M Q3 2025 Q4 2025: $66.7M Q4 2025 Q1 2026: $80.8M Q1 2026 Q2 2026: $100.2M Q2 2026

Holdings 4 stocks · $94.8M
TDG Transdigm Group Inc. 53.43% 33,305 $50.6M Reduce -1.9%
ESQ Esquire Financial Holdings I 28.11% 281,502 $26.6M No change
FIVE Five Below 18.23% 131,751 $17.3M Reduce -40.3%
ROST Ross Stores Inc. 0.22% 1,669 $213K No change

Options reported separately and not counted above: BOOT calls ($39.1M).

Portfolio Sells Q1 2025 → Q2 2025
TDG Transdigm Group Inc. Reduce -1.9% 53.43% −1.88
FIVE Five Below Reduce -40.3% 18.23% −1.23

Portfolio Buys Q1 2025 → Q2 2025
None this quarter.

Options Activity Q1 2025 → Q2 2025
BOOT Boot Barn Holdings Inc. call New 250,000 $39.1M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$100.2MESQ, TDG, NBN, SABR, ROST
Q1 2026 5$80.8MTDG, ESQ, NBN, SABR, ROST
Q4 2025 4$66.7MTDG, ESQ, SNCR, ROST
Q3 2025 4$89.7MTDG, ESQ, FIVE, ROST
Q2 2025 4$94.8MTDG, ESQ, FIVE, ROST
Q1 2025 4$85.0MTDG, ESQ, FIVE, ROST
Q4 2024 4$96.1MTDG, FIVE, ESQ, ROST
Q3 2024 4$95.9MTDG, FIVE, ESQ, ROST
Q2 2024 4$107.7MTDG, LGIH, FIVE, ROST
Q1 2024 4$144.0MLGIH, TDG, FIVE, ROST