StockDriftsStockDriftsTop 5 Ampfield Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 35.09% | 24.5K | $28.4M | -25.85%(-8.53K) | $631.22(+90.33%) | 2026-03-31 | |
| ESQ | ESQUIRE FINANCIAL HOLDINGS INC | 31.03% | 233.2K | $25.1M | +23.02%(+43.63K) | $68.41(+52.63%) | 2026-03-31 | |
| NBN | NORTHEAST BANK | 24.14% | 173.5K | $19.5M | new | $108.15(+9.67%) | 2026-03-31 | |
| SABR | SABRE CORP | 9.29% | 5.18M | $7.5M | new | $1.41(+22.42%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 0.45% | 1.7K | $362K | +0.00%(+0) | $125.67(+68.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.60% | +28.08% |
| Top 20 Holdings Unweighted | +19.90% | +72.39% |
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