Fund · CIK 1853635 · concentrated
Ampfield Management, L.P.
Jun 30, 2026Filed Jul 30, 2026 · SEC filing ↗
Reported value$100M +24%
Positions5
Opened · sold out0 · 0
Holdings
Share positions at Jun 30, 2026| Stock | % of fund | Value | Shares | Since Q1 2026 |
|---|---|---|---|---|
| ESQEsquire Financial Holdings ICOM | 37.2% | $37.3M | 313,470 | Added +34% |
| TDGTransdigm Group IncStock | 28.5% | $28.6M | 21,473 | Cut −12% |
| NBNNortheast BankCOM | 22.9% | $23.0M | 173,536 | Held |
| SABRSabre CorpCOM | 10.9% | $10.9M | 5,234,482 | Added +1% |
| ROSTRoss Stores IncStock | 0.4% | $355K | 1,669 | Held |
This filing reported values in thousands of dollars; they are shown here in dollars.