Ampfield Management, L.P.
Top Portfolio Positions
4 positions ·
$61,289,033 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TDG |
TransDigm Group INC
Industrials
|
24,463 | $28,351,638 | 46.26% | |
| ESQ |
Esquire Financial Holdings, Inc.
Financial Services
|
233,216 | $25,070,720 | 40.91% | |
| SABR |
Sabre Corp
Technology
|
5,175,945 | $7,505,120 | 12.25% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
1,669 | $361,555 | 0.59% |
Portfolio Trend
21 quarters · across all stocks
Holdings in SABR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,505,120 | 5,175,945 | Shares | Sole | 2026-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||