Ampfield Management, L.P. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 4 US equity positions worth $96.1m in its Q4 2024 13F filing. The largest position was TDG at 54.8% of the reported book, followed by FIVE and ESQ. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 4 holdings.
What did Ampfield Management, L.P. own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 54.8% | $52.6m | 41,542 | -3% | reduced |
| 2 | FIVE FIVE BELOW | Consumer Cyclical | 24.1% | $23.2m | 220,671 | -2% | reduced |
| 3 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 20.8% | $20.0m | 251,633 | 11% | added | |
| 4 | ROST ROSS STORES INC | Consumer Cyclical | 0.3% | $252.0k | 1,669 | 0% | held |
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.