Vault-13

Ampfield Management, L.P.

NEW YORK, NY · CIK 1853635 · 13F filing filed 2026-07-30

SEC-registered investment adviser since 2019 · limited partnership

$100.2m reported value +24.1% vs Q1 2026
5positions
100.0%in top 10
0 new 2 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

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

#SecurityTickerShares Value% of portfolioChangeShares change
1 ESQUIRE FINL HLDGS INC COM ESQ ESQ 313,470 $37.3m37.25% 37.25% AddedShares held: Q3 2025 261.7k, Q4 2025 189.6k, Q1 2026 233.2k, Q2 2026 313.5k +80.3k +80,254 34.4%
2 TRANSDIGM GROUP INC COM TDG TDG 21,473 $28.6m28.54% 28.54% ReducedShares held: Q3 2025 33.0k, Q4 2025 33.0k, Q1 2026 24.5k, Q2 2026 21.5k -3.0k -2,990 -12.2%
3 NORTHEAST BK PORTLAND ME COM NBN NBN 173,536 $23.0m22.95% 22.95% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 173.5k, Q2 2026 173.5k
4 SABRE CORP COM SABR SABR 5,234,482 $10.9m10.91% 10.91% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 5.2m, Q2 2026 5.2m +58.5k +58,537 1.1%
5 ROSS STORES INC COM ROST ROST 1,669 $355.0k0.35% 0.35% UnchangedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k