Ampfield Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Ampfield Management, L.P. reported 5 stock positions worth $80.8 million. Its top holding was Transdigm (TDG) at 35.1% of the portfolio, followed by Esquire Financial Holdings I (ESQ, 31.0%) and Northeast Bank (NBN, 24.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Northeast Bank (NBN) and the biggest sale Transdigm (TDG, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001853635
- Portfolio Value
- $80.8M (Q1 2026)
- SEC Filing
- 0001853635-26-000003 ↗ filed Apr 22, 2026
Holdings Value
Holdings 5 stocks · $80.8M
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 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 |