AM
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Ampfield Management, L.P.13F | |
| Ampfield Management, L.P. | |
| Last update 2025-07-22 | 5 Stocks (0 new) |
| Value $134.00 Mil | Turnover 0 % |
Ampfield Management, L.P. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TDG | TransDigm Group Inc | 33,305 | 50,650.0 | -1.94% | 37.840 | -1.07% | 0.060 | +16.90% | +26.19% | 89,824.6 | Aerospace & Defense | |
BOOT
CALL
| Boot Barn Holdings Inc | 250,000 | 39,060.0 | 0% | 29.180 | 0% | 0.820 | +63.86% | +10.28% | 5,119.8 | Retail - Cyclical | |
ESQ | Esquire Financial Holdings Inc | 281,502 | 26,650.0 | 0% | 19.910 | 0% | 3.330 | +23.61% | +32.33% | 886.6 | Banks | |
FIVE | Five Below Inc | 131,751 | 17,280.0 | -40.30% | 12.910 | -7.84% | 0.240 | +80.15% | +30.56% | 7,545.1 | Retail - Cyclical | |
ROST | Ross Stores Inc | 1,669 | 210.0 | 0% | 0.160 | 0% | 0.000 | -2.22% | -9.25% | 44,625.5 | Retail - Cyclical |
Ampfield Management, L.P.'s Historical Top Holdings Breakdowns
Ampfield Management, L.P.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIVE | Five Below Inc | 2025-06-30 | Reduce Reduce | -7.84% | 55.75 ($97.04) 131.18 | $137.04 | 41.22% | Reduce -40.3% | 131,751 | -88,920 | |
TDG | TransDigm Group Inc | 2025-06-30 | Reduce Reduce | -1.07% | 1231.75 ($1404.17) 1520.64 | $1,599.24 | 13.89% | Reduce -1.94% | 33,305 | -660 | |
TDG | TransDigm Group Inc | 2025-03-31 | Reduce Reduce | -10.00% | 1251.32 ($1333.33) 1394.11 | $1,599.24 | 19.94% | Reduce -18.24% | 33,965 | -7,577 | |
ESQ | Esquire Financial Holdings Inc | 2025-03-31 | Add Add | +2.65% | 70.74 ($79.77) 89.37 | $104.78 | 31.35% | Add 11.87% | 281,502 | 29,869 | |
ESQ | Esquire Financial Holdings Inc | 2024-12-31 | Add Add | +2.05% | 60.83 ($71.91) 79.97 | $104.78 | 45.71% | Add 10.92% | 251,633 | 24,773 | |
TDG | TransDigm Group Inc | 2024-12-31 | Reduce Reduce | -1.80% | 1239 ($1315.74) 1442.53 | $1,599.24 | 21.55% | Reduce -2.83% | 41,542 | -1,208 | |
FIVE | Five Below Inc | 2024-12-31 | Reduce Reduce | -0.39% | 83 ($95.77) 115.97 | $137.04 | 43.09% | Reduce -1.86% | 220,671 | -4,193 | |
LGIH | LGI Homes Inc | 2024-09-30 | Sold Out Sold Out | -33.10% | 84.66 ($105.43) 123.5 | $58.23 | -44.77% | Sold Out | 0 | -401,404 | |
ESQ | Esquire Financial Holdings Inc | 2024-09-30 | New Buy New Buy | +15.42% | 46.16 ($57.72) 65.21 | $104.78 | 81.53% | New holding | 226,860 | 226,860 | |
FIVE | Five Below Inc | 2024-09-30 | Add Add | +6.43% | 64.97 ($84.24) 108.47 | $137.04 | 62.68% | Add 45% | 224,864 | 69,783 |
Ampfield Management, L.P. Total Holding History ($B)
Ampfield Management, L.P.'s Asset Allocation
Ampfield Management, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ampfield Management, L.P.'s Hypothetical Growth since 2025-06-30
Ampfield Management, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ampfield Management, L.P.'s Holdings Heat Map
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Ampfield Management, L.P.'s Holdings Bubble Chart
Ampfield Management, L.P. News
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