Ampfield Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Ampfield Management, L.P. disclosed 5 US equity positions worth $100.2m in its Q2 2026 13F filing. The largest position was ESQ at 37.2% of the reported book, followed by TDG and NBN. Against the Q1 2026 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 5 holdings.
What did Ampfield Management, L.P. own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ESQ ESQUIRE FINANCIAL HOLDINGS INC | 37.2% | $37.3m | 313,470 | 34% | added | |
| 2 | TDG TRANSDIGM GROUP INC | Industrials | 28.5% | $28.6m | 21,473 | -12% | reduced |
| 3 | NBN NORTHEAST BANK | Financial Services | 22.9% | $23.0m | 173,536 | 0% | held |
| 4 | SABR SABRE CORP | Technology | 10.9% | $10.9m | 5,234,482 | 1% | added |
| 5 | ROST ROSS STORES INC | Consumer Cyclical | 0.4% | $355.0k | 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.