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Ampfield Management, L.P.

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13F filer, CIK 1853635, NEW YORK, NY

Ampfield Management, L.P. reported $66,678,000 across 4 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001853635-26-000001

Period
2025-12-31
Reported value
$66.7M
Holdings
4
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SYNCHRONOSS TECHNOLOGIES INCnew+368,405$3.15M

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
FIVEexited-124,605-$19.3M
ESQreduced-72,143-$7.36M

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, Q4 2025

Share positions as resolved from 13F-HR 0001853635-26-000001, largest first. % of portfolio is the value over $66,678,000, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,750 shares; 2024Q4: 41,542 shares; 2025Q1: 33,965 shares; 2025Q2: 33,305 shares; 2025Q3: 32,990 shares; 2025Q4: 32,990 shares 32,990$43.9M65.8%0Timeline
ESQESQUIRE FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,860 shares; 2024Q4: 251,633 shares; 2025Q1: 281,502 shares; 2025Q2: 281,502 shares; 2025Q3: 261,726 shares; 2025Q4: 189,583 shares 189,583$19.4M29.02%-72,143Timeline
SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368,405 shares 368,405$3.15M4.73%new
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: 1,669 shares 1,669$301K0.45%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
FIVEFIVE BELOW INC124,605$19.3Mshares

How Q4 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 0001853635-26-000001 base2026-02-13acceptance time not in the bulk data set