Ampfield Management, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 4 US equity positions worth $89.7m in its Q3 2025 13F filing. The largest position was TDG at 48.5% of the reported book, followed by ESQ and FIVE. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 4 holdings.
What did Ampfield Management, L.P. own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 48.5% | $43.5m | 32,990 | -1% | reduced |
| 2 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 29.8% | $26.7m | 261,726 | -7% | reduced | |
| 3 | FIVE FIVE BELOW | Consumer Cyclical | 21.5% | $19.3m | 124,605 | -5% | reduced |
| 4 | ROST ROSS STORES INC | Consumer Cyclical | 0.3% | $254.0k | 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.