Ampfield Management, L.P.
Portfolio value QoQ: +24.1% 13F does not disclose cash
Top 10 holdings weight100.00%
Top 25 holdings weight100.00%
Positions above 1%4
Effective number of positions3.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.4% Est. buys $9,681 · sells $3,983
Median holding: 2.5 quarters Tracked Q1 2025–Q2 2026 · 62.5% still held
New positions0
Increased2
Decreased1
Closed1
Portfolio value
$100K
Positions
5
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ESQ | $37,337 | 37.25% | 313,470 | $12,266 | Up ×2 | ||
| TDG | $28,603 | 28.54% | 21,473 | $251 | Down ×2 | ||
| NBN | $22,999 | 22.95% | 173,536 | $3,499 | |||
| SABR | $10,940 | 10.91% | 5,234,482 | $3,435 | Up ×1 | ||
| ROST | $355 | 0.35% | 1,669 | $-7 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.