2026 Q2 Portfolio Activity
In 2026 Q2, Ampfield Management, L.P. maintained a portfolio of 5 distinct positions. They heavily accumulated shares in ESQUIRE FINANCIAL HOLDINGS INC, increasing the position by 34.4%.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
ESQ (37.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Ampfield Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ESQ
ESQUIRE FINANCI...
|
Financial Services | 37.25% | 31.03% |
#1
1
Prev: #2
|
8.5 |
—
|
80,254 | 34.4% |
P
S
|
313,470 | $37,337 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 28.54% | 35.09% |
#2
1
Prev: #1
|
6.0 |
—
|
-2,990 | -12.2% |
P
S
|
21,473 | $28,603 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
NBN
NORTHEAST BANK
|
Financial Services | 22.95% | 24.14% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
173,536 | $22,999 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
SABR
SABRE CORP
|
Technology | 10.91% | 9.29% |
#4
Prev: #4
|
5.0 |
—
|
58,537 | 1.1% |
P
S
|
5,234,482 | $10,940 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.35% | 0.45% |
#5
Prev: #5
|
1.6 |
—
|
no change | no change |
P
S
|
1,669 | $355 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-30 |
Showing 1-5 of 5 holdings