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Latest Ampfield Management, L.P. Stock Portfolio

$153Million

Equity Portfolio Value
Last Reported on: 30 Jan, 2024

About Ampfield Management, L.P. and it’s 13F Hedge Fund Stock Holdings

Ampfield Management, L.P. is a hedge fund based in New York, NY. On 23-Feb-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $315.5 Millions. In it's latest 13F Holdings report, Ampfield Management, L.P. reported an equity portfolio of $153.2 Millions as of 31 Dec, 2023.

The top stock holdings of Ampfield Management, L.P. are LGIH, TDG, FIVE. The fund has invested 49.7% of it's portfolio in LGI HOMES INC and 28.5% of portfolio in TRANSDIGM GROUP INC.

Ampfield Management, L.P. opened new stock positions in ROSS STORES INC (ROST) and CHURCHILL CAPITAL CORP VII-A (CVII). The fund showed a lot of confidence in some stocks as they added substantially to LGI HOMES INC (LGIH).

New Buys

Ticker$ Bought
ROSS STORES INC231,000
CHURCHILL CAPITAL CORP VII-A46,000

New stocks bought by Ampfield Management, L.P.

Additions

Ticker% Inc.
LGI HOMES INC12.96

Additions to existing portfolio by Ampfield Management, L.P.

Reductions

None of the existing positions were reduced by Ampfield Management, L.P.

Sold off

None of the stocks were completely sold off by Ampfield Management, L.P.

Current Stock Holdings of Ampfield Management, L.P.

Last Reported on: 30 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
CVIICHURCHILL CAPITAL CORP VII-A0.03376,32946,000NEW
FIVEFIVE BELOW21.58155,08133,057,000UNCHANGED0.00
LGIHLGI HOMES INC49.70571,85776,148,000ADDED12.96
ROSTROSS STORES INC0.151,669231,000NEW
TDGTRANSDIGM GROUP INC28.5443,22943,730,000UNCHANGED0.00