Ampfield Management, L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Ampfield Management, L.P. reported 4 stock positions worth $66.7 million. Its top holding was Transdigm (TDG) at 65.8% of the portfolio, followed by Esquire Financial Holdings I (ESQ, 29.0%) and Synchronoss Technologies (SNCR, 4.7%). Compared with Q3 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Synchronoss Technologies (SNCR) and the biggest sale an exit from Five Below (FIVE).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001853635
- Portfolio Value
- $66.7M (Q4 2025)
- SEC Filing
- 0001853635-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 4 stocks · $66.7M
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| SNCR Synchronoss Technologies Inc. | New | 4.73% | +4.73 |
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 |