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Ampfield Management, L.P.

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

Q4 2025 · Filed 2026-02-13
Market Value
$64K
-29.2%
Holdings
4
New Purchases
0
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TDG 69.06% 48.46% +20.60% $44K
ESQ 30.46% 29.77% +0.69% $19K
ROST 0.47% 0.28% +0.19% $301

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIVE 0.00% 21.48% -21.48% $0

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 $44K 69.5%
Small Cap 1 $19K 30.5%

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 69.06% 32,990 $44K $1.33 $391
2 ESQ 30.46% 189,583 $19K $0.10 -$7K -72,143 -27.6%
3 ROST 0.47% 1,669 $301 $0.18 $47
4 FIVE —% -$19K -124,605 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
FIVE —%
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