Ampfield Management, L.P.
Net buyer this quarter
$100M
5
+$5.7M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ESQ | $37.3M | 37.25% | 3.62% | +34.4% | Q3 2024 |
 TDG | $28.6M | 28.54% | 0.04% | -12.2% | Q1 2021 |
 NBN | $23M | 22.95% | Not reported | Not reported | Q1 2026 |
 SABR | $10.9M | 10.91% | 1.30% | +1.1% | Q1 2026 |
 ROST | $355K | 0.35% | 0.00% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| TDG | $28.4M | 35.09% | 0.04% | -25.9% | Q1 2021 |
| ESQ | $25.1M | 31.03% | 2.70% | +23.0% | Q3 2024 |
| NBN | $19.5M | 24.14% | Not reported | New | Q1 2026 |
| SABR | $7.51M | 9.29% | 1.31% | New | Q1 2026 |
| ROST | $362K | 0.45% | 0.00% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| TDG | $43.9M | 65.80% | 0.06% | Not reported | Q1 2021 |
| ESQ | $19.4M | 29.02% | 2.22% | -27.6% | Q3 2024 |
| SNCR | $3.15M | 4.73% | 3.20% | New | Q4 2025 |
| ROST | $301K | 0.45% | 0.00% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| TDG | $43.5M | 48.46% | 0.06% | -1.0% | Q1 2021 |
| ESQ | $26.7M | 29.77% | 3.06% | -7.0% | Q3 2024 |
 FIVE | $19.3M | 21.48% | 0.23% | -5.4% | Q1 2021 |
| ROST | $254K | 0.28% | 0.00% | Not reported | Q1 2021 |