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Ampfield Management, L.P.

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13F filer, CIK 1853635, NEW YORK, NY

Ampfield Management, L.P. reported $89,721,000 across 4 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001853635-25-000010

Period
2025-09-30
Reported value
$89.7M
Holdings
4
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ESQreduced-19,776-$2.02M
FIVEreduced-7,146-$1.11M
TDGreduced-315-$415K

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, Q3 2025

Share positions as resolved from 13F-HR 0001853635-25-000010, largest first. % of portfolio is the value over $89,721,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,750 shares; 2024Q4: 41,542 shares; 2025Q1: 33,965 shares; 2025Q2: 33,305 shares; 2025Q3: 32,990 shares 32,990$43.5M48.46%-315Timeline
ESQESQUIRE FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,860 shares; 2024Q4: 251,633 shares; 2025Q1: 281,502 shares; 2025Q2: 281,502 shares; 2025Q3: 261,726 shares 261,726$26.7M29.77%-19,776Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,864 shares; 2024Q4: 220,671 shares; 2025Q1: 220,671 shares; 2025Q2: 131,751 shares; 2025Q3: 124,605 shares 124,605$19.3M21.48%-7,146Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares 1,669$254K0.28%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BOOTBOOT BARN HLDGS INC250,000$39.1Mcall

How Q3 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 0001853635-25-000010 base2025-10-28acceptance time not in the bulk data set