Ampfield Management, L.P.
Ampfield Management, L.P. reported 5 US-listed holdings worth $100.2 million in its 13F for the quarter ended 30 June 2026, filed 30 July 2026. Its largest: Esquire Finl Hldgs Inc. (37.2%), TransDigm Group Inc. (28.5%) and Northeast BK Lewiston Me (22.9%). Against the quarter before, it opened 0 positions, added to 2, trimmed 1 and sold out of 0.
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +38.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 2
- Esquire Finl Hldgs Inc. ESQ+80,254 shares · +34%
- Sabre Corp. SABR+58,537 shares · +1%
Trimmed 1
- TransDigm Group Inc. TDG-2,990 shares · -12%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Esquire Finl Hldgs Inc. ESQ | 313.5K | $37.3 million | 37.25% | +80.3K |
| TransDigm Group Inc. TDG | 21.5K | $28.6 million | 28.54% | -3.0K |
| Northeast BK Lewiston Me NBN | 173.5K | $23.0 million | 22.95% | no change |
| Sabre Corp. SABR | 5.2M | $10.9 million | 10.91% | +58.5K |
| ROSS Stores, Inc. ROST | 1.7K | $355,000 | 0.35% | no change |