Ampfield Management, L.P. - Portfolio Stock Holdings

Ampfield Management, L.P. disclosed 5 stock positions in a recent SEC 13F filing. $100,234,347 of stock holdings were filed, with the largest holdings including ESQ, TDG, and NBN. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $773,956,851 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.