Ampfield Management, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 4 US equity positions worth $66.7m in its Q4 2025 13F filing. The largest position was TDG at 65.8% of the reported book, followed by ESQ and SNCR. Against the Q3 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 4 holdings.
What did Ampfield Management, L.P. own in Q4 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 65.8% | $43.9m | 32,990 | 0% | held |
| 2 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 29.0% | $19.4m | 189,583 | -28% | reduced | |
| 3 | SNCR SYNCHRONOSS TECHNOLOGIES INC | 4.7% | $3.2m | 368,405 | – | new | |
| 4 | ROST ROSS STORES INC | Consumer Cyclical | 0.5% | $301.0k | 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.