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Ampfield Management, L.P.

654 MADISON AVENUE SIXTH FLOOR, NEW YORK, NY 10065 • 212-400-9533

Q1 2026 · Filed 2026-04-22
Market Value
$81K
+27.2%
Holdings
5
+1
New Purchases
2
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NBN 24.14% 0.00% +24.14% $20K
SABR 9.29% 0.00% +9.29% $8K
ESQ 31.03% 30.46% +0.57% $25K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TDG 35.09% 69.06% -33.97% $28K
ROST 0.45% 0.47% -0.03% $362

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 55.2%
Industrials 35.1%
Consumer Cyclical 9.7%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $29K 35.5%
Small Cap 3 $52K 64.5%

Portfolio Analytics

Avg Market Cap
$29.3B
Median Market Cap
$985M
Avg P/E
19.3
Median P/E
17.7
Avg Dividend Yield
0.02%
Avg Beta
0.75
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TDG 35.09% 24,463 $28K $1.16 -$16K -8,527 -25.9%
2 ESQ 31.03% 233,216 $25K $0.11 $6K +43,633 +23.0%
3 NBN 24.14% 173,536 $20K $0.11 +173,536 NEW
4 SABR 9.29% 5,175,945 $8K +5,175,945 NEW
5 ROST 0.45% 1,669 $362 $0.22 $61

New Positions

SymbolValue% Port
NBN $20K 24.14%
SABR $8K 9.29%
View SEC EDGAR Filings for Ampfield Management, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms