Ampfield Management, L.P. Portfolio Holdings by Sector
Ampfield Management, L.P.
- $134 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Aerospace & Defense | Industrials
TDG 1 stocks |
$50,645
37.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BOOT ROST 2 stocks |
$39,273
29.34% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ESQ 1 stocks |
$26,647
19.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
FIVE 1 stocks |
$17,283
12.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|