Ampfield Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 4 US equity positions worth $94.8m in its Q2 2025 13F filing. The largest position was TDG at 53.4% of the reported book, followed by ESQ and FIVE. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 4 holdings.
What did Ampfield Management, L.P. own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 53.4% | $50.6m | 33,305 | -2% | reduced |
| 2 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 28.1% | $26.6m | 281,502 | 0% | held | |
| 3 | FIVE FIVE BELOW | Consumer Cyclical | 18.2% | $17.3m | 131,751 | -40% | reduced |
| 4 | ROST ROSS STORES INC | Consumer Cyclical | 0.2% | $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.