本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Ampfield Management, L.P. (CIK 1853635) reported $100.2M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ESQ ($37.3M, 37.25%), TDG ($28.6M, 28.54%), NBN ($23.0M, 22.95%), SABR ($10.9M, 10.91%), ROST ($355,000, 0.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESQ | ESQUIRE FINANCIAL HOLDINGS INC | $37.3M | 37.25% | 313,470 | Added |
| 2 | TDG | TRANSDIGM GROUP INC | $28.6M | 28.54% | 21,473 | Trimmed |
| 3 | NBN | NORTHEAST BANK | $23.0M | 22.95% | 173,536 | Hold |
| 4 | SABR | SABRE CORP | $10.9M | 10.91% | 5.2M | Added |
| 5 | ROST | ROSS STORES INC | $355,000 | 0.35% | 1,669 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30