Investor
Ampfield Management, L.P.
CIK 0001853635 · filed 2026-04-22 · SEC filing
13F book
$80.8K
Positions
5
2 new · 1 sold
Largest name
35.1%
Transdigm Group Inc · TDG
Est. mark
−$3.09K
Price effect on 3 names still held. Flow $17.2K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Transdigm Group Inc | TDG | 24.5K | $28.4K | 35.1% | −$4.18K | Cut−$15.5K |
| Esquire Finl Hldgs Inc | — | 233.2K | $25.1K | 31.0% | $1.03K | Added$5.72K |
| Northeast Bk Portland Me | — | 173.5K | $19.5K | 24.1% | — | New |
| Sabre Corp | SABR | 5.18M | $7.5K | 9.3% | — | New |
| Ross Stores, Inc. | ROST | 1.67K | $362 | 0.4% | $61 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.