Ampfield Management, L.P.
NEW YORK, NY · CIK 1853635 · 13F filing filed 2024-07-22
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)
$108.5m
reported value
-24.9% vs Q1 2024
5positions
100.0%in top 10
0 new
1 added
2 reduced
0 sold out
vs Q1 2024
Holdings, Q2 2024
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| TRANSDIGM GROUP INC TDG | $54.6m50.33% | Reduced -479 |
| LGI HOMES INC LGIH | $35.9m33.10% | Reduced -134.9k |
| FIVE BELOW INC FIVE | $16.9m15.57% | Unchanged |
| CHURCHILL CAPITAL CORP VII *W EXP 02/29/202 | $841.0k0.77% | Added +896.5k |
| ROSS STORES INC ROST | $243.0k0.22% | Unchanged |