Ampfield Management, L.P.
NEW YORK, NY · CIK 1853635 · 13F filing filed 2023-07-18
SEC-registered investment adviser since 2019 · limited partnership
- Assets managed$774.0m
- Staff8 · 5 in investment roles
- Main clients (by assets)Private funds 88%, Charities 10%, Companies 2%
- Private funds4 (3 hedge) · $678.0m gross assets
- Websiteampfieldmanagement.com
- Form ADV · 2026-04-22SEC adviser record
- Legal entityAmpfield Management, L.P. (US)
$139.9m
reported value
-6.0% vs Q1 2023
3positions
100.0%in top 10
0 new
0 added
1 reduced
1 sold out
vs Q1 2023
Holdings, Q2 2023
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| LGI HOMES INC LGIH | $69.5m49.68% | Reduced -67.3k |
| TRANSDIGM GROUP INC TDG | $38.7m27.63% | Unchanged |
| FIVE BELOW INC FIVE | $31.7m22.69% | Unchanged |
Sold out since Q1 2023
| Security | Value then |
|---|---|
| SPDR S&P 500 ETF TR SPY | $17.3m42.2k shares |