Ampfield Management, L.P.

CIK: 0001853635SEC EDGAR →

Portfolio Value

$66.7M

Holdings

4

As of

Q4 2025

New Positions

4

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TRANSDIGM GROUP INC

32,990$43.9M
65.80%
2

ESQUIRE FINANCIAL HOLDINGS INC

189,583$19.4M
29.02%
3

SYNCHRONOSS TECHNOLOGIES INC

368,405$3.2M
4.73%
4

ROSS STORES INC

1,669$301K
0.45%

Quarterly Changes

Top Buys

T7DNEW
$43.9M
ESQNEW
$19.4M
SNCRNEW
$3.2M
ROSTNEW
$301K

Top Sells

No sells this quarter

New Positions (4)

$43.9M · 33K shares
$19.4M · 190K shares
$3.2M · 368K shares
$301K · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown1$43.9M65.8%
Financial Services1$19.4M29.0%
Technology1$3.2M4.7%
Consumer Cyclical1$301K0.5%