Ampfield Management, L.P.
Follow13F filer, CIK 1853635, NEW YORK, NY
Ampfield Management, L.P. reported $80,790,000 across 5 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001853635-26-000003
- Period
- 2026-03-31
- Reported value
- $80.8M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 2
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NBNnew | +173,536 | $19.5M |
| SABRnew | +5,175,945 | $7.5M |
| ESQadded | +43,633 | $4.69M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| TDGreduced | -8,527 | -$9.88M |
| SYNCHRONOSS TECHNOLOGIES INCexited | -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.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0001853635-26-000003, largest first. % of portfolio is the value over $80,790,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| TDGTRANSDIGM GROUP INC | 24,463 | $28.4M | 35.09% | -8,527 | Timeline | ||
| ESQESQUIRE FINL HLDGS INC | 233,216 | $25.1M | 31.03% | +43,633 | Timeline | ||
| NBNNORTHEAST BK PORTLAND ME | 173,536 | $19.5M | 24.14% | new | Timeline | ||
| SABRSABRE CORP | 5,175,945 | $7.5M | 9.29% | new | Timeline | ||
| ROSTROSS STORES INC | 1,669 | $362K | 0.45% | 0 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS TECHNOLOGIES INC | 368,405 | $3.15M | shares |
How Q1 2026 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001853635-26-000003 | base | 2026-04-22 | acceptance time not in the bulk data set |