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Ampfield Management, L.P.

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

Q2 2025 · Filed 2025-07-22
Market Value
$95K
+11.6%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ESQ 28.11% 24.98% +3.13% $27K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TDG 53.43% 55.31% -1.88% $51K
FIVE 18.23% 19.46% -1.23% $17K
ROST 0.22% 0.25% -0.03% $213

Sector Allocation Over Time

Industry Breakdown

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

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 3 $68K 71.9%
Small Cap 1 $27K 28.1%

Portfolio Analytics

Avg Market Cap
$39.2B
Median Market Cap
$40.0B
Avg P/E
29.7
Median P/E
33.1
Avg Dividend Yield
0.02%
Avg Beta
0.79
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TDG 53.43% 33,305 $51K $1.52 $4K -660 -1.9%
2 ESQ 28.11% 281,502 $27K $0.09 $5K
3 FIVE 18.23% 131,751 $17K $0.13 $749 -88,920 -40.3%
4 ROST 0.22% 1,669 $213 $0.13
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