Ampfield Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 4 US equity positions worth $85.0m in its Q1 2025 13F filing. The largest position was TDG at 55.3% of the reported book, followed by ESQ and FIVE. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 4 holdings.
What did Ampfield Management, L.P. own in Q1 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 55.3% | $47.0m | 33,965 | -18% | reduced |
| 2 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 25.0% | $21.2m | 281,502 | 12% | added | |
| 3 | FIVE FIVE BELOW | Consumer Cyclical | 19.5% | $16.5m | 220,671 | 0% | held |
| 4 | ROST ROSS STORES INC | Consumer Cyclical | 0.3% | $213.0k | 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.