Ampfield Management, L.P.
13F Reported Value
ⓘ$80,790
Holdings
5
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Ampfield Management, L.P. disclosed 5 positions worth $80,790 in its Form 13F-HR for Q1 2026, led by $TDG (TransDigm Group INC) at 35.1% of the equity portfolio, followed by $ESQ. During the quarter the fund opened 2 new positions and exited 1 and a full exit from $SNCR. The portfolio is most concentrated in Industrials (35.1% of disclosed assets). All figures are sourced directly from Ampfield Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1853635.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 75.4#126
Quality
$28.4K24,463 sh - —
Quality
$25.1K233,216 sh NORTHEAST BANK
—Quality
$19.5K173,536 sh- 56.2
Quality
$7.5K5,175,945 sh - 71.5
Quality
$3621,669 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TransDigm Group INC$TDG | 75.4#126 | $28.4K | 24,463 |
 Esquire Financial Holdings, Inc.$ESQ | — | $25.1K | 233,216 |
| NORTHEAST BANK | — | $19.5K | 173,536 |
 Sabre Corp$SABR | 56.2 | $7.5K | 5,175,945 |
 ROSS STORES, INC.$ROST | 71.5 | $362 | 1,669 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ampfield Management, L.P.'s 5 positions.
Showing top 5 of 5 holdings.
Sector Allocation
Industrials
$28,352
Financials
$25,071
Other
$19,500
Technology
$7,505
Consumer Discretionary
$362
Full Holdings — Ampfield Management, L.P. (Q1 2026)
All 5 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
New Positions (2)
$SABR Sabre Corp$7,505Exited Positions (1)
$SNCR SYNCHRONOSS TECHNOLOGIES INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Ampfield Management, L.P.
13F Pro is an AI hedge fund tracker and stock research platform. For Ampfield Management, L.P. (SEC CIK: 1853635), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Ampfield Management, L.P.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.