Ampfield Management, L.P. — 13F holdings

Ampfield Management, L.P. reported 5 holdings worth $100M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. ESQ ESQUIRE FINL HLDGS INC — $37.3M (37.2%)
2. TDG TRANSDIGM GROUP INC — $28.6M (28.5%)
3. NBN NORTHEAST BK PORTLAND ME — $23.0M (22.9%)
4. SABR SABRE CORP — $10.9M (10.9%)
5. ROST ROSS STORES INC — $355K (0.4%)