Ampfield Management, L.P. Portfolio Holdings by Sector
Ampfield Management, L.P.
- $89.7 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$43,481
48.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ESQ 1 stocks |
$26,710
29.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$19,276
21.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST 1 stocks |
$254
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|