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Ampfield Management, L.P.

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13F filer, CIK 1853635, NEW YORK, NY

Ampfield Management, L.P. reported $84,950,000 across 4 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-02.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001853635-25-000006

Period
2025-03-31
Reported value
$85M
Holdings
4
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ESQadded+29,869$2.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TDGreduced-7,577-$10.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001853635-25-000006, largest first. % of portfolio is the value over $84,950,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,750 shares; 2024Q4: 41,542 shares; 2025Q1: 33,965 shares 33,965$47M55.31%-7,577Timeline
ESQESQUIRE FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,860 shares; 2024Q4: 251,633 shares; 2025Q1: 281,502 shares 281,502$21.2M24.98%+29,869Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,864 shares; 2024Q4: 220,671 shares; 2025Q1: 220,671 shares 220,671$16.5M19.46%0Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares 1,669$213K0.25%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001853635-25-000006 base2025-05-02acceptance time not in the bulk data set