Ampfield Management, L.P. 13F Holdings · Q2 2026
Ampfield Management, L.P. reported 5 securities worth $100.23M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ESQ (37.25%), TDG (28.54%), NBN (22.95%). Among its top 25 positions this quarter: 2 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESQ | ESQUIRE FINANCIAL HOLDINGS INC | $37.3M | 37.25% | 313,470 | Added |
| 2 | TDG | TRANSDIGM GROUP INC | $28.6M | 28.54% | 21,473 | Trimmed |
| 3 | NBN | NORTHEAST BANK | $23.0M | 22.95% | 173,536 | Hold |
| 4 | SABR | SABRE CORP | $10.9M | 10.91% | 5.2M | Added |
| 5 | ROST | ROSS STORES INC | $355,000 | 0.35% | 1,669 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR