StockDriftsStockDriftsTop 5 Ampfield Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESQ | ESQUIRE FINANCIAL HOLDINGS INC | 37.25% | 313.5K | $37.3M | +34.41%(+80.25K) | $79.71(+65.05%) | 2026-06-30 | |
| TDG | TRANSDIGM GROUP INC | 28.54% | 21.5K | $28.6M | -12.22%(-2.99K) | $631.22(+95.46%) | 2026-06-30 | |
| NBN | NORTHEAST BANK | 22.95% | 173.5K | $23.0M | +0.00%(+0) | $108.15(+25.04%) | 2026-06-30 | |
| SABR | SABRE CORP | 10.91% | 5.23M | $10.9M | +1.13%(+58.54K) | $1.41(+46.58%) | 2026-06-30 | |
| ROST | ROSS STORES INC | 0.35% | 1.7K | $355K | +0.00%(+0) | $125.67(+103.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.04% | +33.24% | +4.49% | +24.57% |
| Top 20 Holdings Unweighted | +20.59% | +75.36% | +6.74% | +38.55% |
Ampfield Management, L.P. reports $100.23M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are ESQ (37.3%), TDG (28.5%) and NBN (22.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +33.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ampfield Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1853635). View Ampfield Management, L.P.’s 13F filings on SEC