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Ampfield Management, L.P.

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

Q3 2025 · Filed 2025-10-28
Market Value
$90K
-5.3%
Holdings
4
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIVE 21.48% 18.23% +3.25% $19K
ESQ 29.77% 28.11% +1.66% $27K
ROST 0.28% 0.22% +0.06% $254

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TDG 48.46% 53.43% -4.97% $43K

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 $63K 70.2%
Small Cap 1 $27K 29.8%

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 48.46% 32,990 $43K $1.32 -$7K -315 -0.9%
2 ESQ 29.77% 261,726 $27K $0.10 $63 -19,776 -7.0%
3 FIVE 21.48% 124,605 $19K $0.15 $2K -7,146 -5.4%
4 ROST 0.28% 1,669 $254 $0.15 $41

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
BOOT $0 SOLD
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