Ampfield Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Ampfield Management, L.P. disclosed 5 US equity positions worth $80.8m in its Q1 2026 13F filing. The largest position was TDG at 35.1% of the reported book, followed by ESQ and NBN.
What did Ampfield Management, L.P. own in Q1 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TDG TRANSDIGM GROUP INC | Industrials | 35.1% | $28.4m | 24,463 | – | |
| 2 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 31.0% | $25.1m | 233,216 | – | ||
| 3 | NBN NORTHEAST BANK | Financial Services | 24.1% | $19.5m | 173,536 | – | |
| 4 | SABR SABRE CORP | Technology | 9.3% | $7.5m | 5,175,945 | – | |
| 5 | ROST ROSS STORES INC | Consumer Cyclical | 0.4% | $362.0k | 1,669 | – |
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.