Ampfield Management, L.P. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 4 US equity positions worth $95.9m in its Q3 2024 13F filing. The largest position was TDG at 63.6% of the reported book, followed by FIVE and ESQ.
What did Ampfield Management, L.P. own in Q3 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 63.6% | $61.0m | 42,750 | – | |
| 2 | FIVE FIVE BELOW | Consumer Cyclical | 20.7% | $19.9m | 224,864 | – | |
| 3 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 15.4% | $14.8m | 226,860 | – | ||
| 4 | ROST ROSS STORES INC | Consumer Cyclical | 0.3% | $251.0k | 1,669 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.