Vault-13

Ampfield Management, L.P.

NEW YORK, NY · CIK 1853635 · 13F filing filed 2025-07-22

SEC-registered investment adviser since 2019 · limited partnership

$94.8m reported value +11.6% vs Q1 2025
4positions
100.0%in top 10
0 new 0 added 2 reduced 0 sold out vs Q1 2025

Options: 1 call positions ($39.1k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TRANSDIGM GROUP INC COM TDG TDG 33,305 $50.6m53.43% 53.43% ReducedShares held: Q3 2024 42.8k, Q4 2024 41.5k, Q1 2025 34.0k, Q2 2025 33.3k -660 -660 -1.9%
2 ESQUIRE FINL HLDGS INC COM ESQ ESQ 281,502 $26.6m28.11% 28.11% UnchangedShares held: Q3 2024 226.9k, Q4 2024 251.6k, Q1 2025 281.5k, Q2 2025 281.5k
3 FIVE BELOW INC COM FIVE FIVE 131,751 $17.3m18.23% 18.23% ReducedShares held: Q3 2024 224.9k, Q4 2024 220.7k, Q1 2025 220.7k, Q2 2025 131.8k -88.9k -88,920 -40.3%
4 ROSS STORES INC COM ROST ROST 1,669 $213.0k0.22% 0.22% UnchangedShares held: Q3 2024 1.7k, Q4 2024 1.7k, Q1 2025 1.7k, Q2 2025 1.7k

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
BOOT BARN HLDGS INC BOOT · Call BOOTCall 250,000 $39.1k250.0k shares New