33 is the total number of securities Ampfield Management, L.P. has owned. The longest Ampfield Management, L.P. has owned a single stock is 11 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LGIH | LGI HOMES INC | 11 | 11 | 27.79% | 38.85% | 49.68% | Q1 2021 | Q3 2023 | 11 |
| TDG | TRANSDIGM GROUP INC | 11 | 11 | 17.64% | 26.19% | 38.06% | Q1 2021 | Q3 2023 | 11 |
| FIVE | FIVE BELOW INC | 11 | 11 | 13.49% | 26.07% | 40.25% | Q1 2021 | Q3 2023 | 11 |
| MSFT | MICROSOFT CORP | 5 | 5 | 0.79% | 1.07% | 1.41% | Q1 2021 | Q1 2022 | 5 |
| GOOG | ALPHABET INC | 5 | 5 | 0.47% | 0.65% | 0.86% | Q1 2021 | Q1 2022 | 5 |
| FB | META PLATFORMS INC | 5 | 5 | 0.33% | 0.51% | 0.62% | Q1 2021 | Q1 2022 | 5 |
| ROST | ROSS STORES INC | 3 | 3 | 10.51% | 13.12% | 17.63% | Q1 2021 | Q3 2021 | 3 |
| CVNA | CARVANA CO | 3 | 3 | 3.56% | 7.10% | 13.51% | Q1 2022 | Q3 2022 | 3 |
| FSNB | FUSION ACQUISITION COR... | 2 | 2 | 0.79% | 0.81% | 0.84% | Q2 2021 | Q3 2021 | 2 |
| ITHXU | ITHAX ACQUISITION CORP | 2 | 2 | 0.62% | 0.74% | 0.85% | Q1 2021 | Q2 2021 | 2 |
| BOAS | BOA ACQUISITION CORP | 2 | 2 | 0.44% | 0.45% | 0.46% | Q2 2021 | Q3 2021 | 2 |
| IBER | IBERE PHARMACEUTICALS | 2 | 2 | 0.35% | 0.36% | 0.38% | Q2 2021 | Q3 2021 | 2 |
| TWNT | TAILWIND TWO ACQUISITI... | 2 | 2 | 0.21% | 0.26% | 0.30% | Q2 2021 | Q3 2021 | 2 |
| SPY | SPDR S&P 500 ETF TRUST | 1 | 1 | 11.60% | 11.60% | 11.60% | Q1 2023 | Q1 2023 | 1 |
| QFTAU | QUANTUM FINTECH ACQUIS... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
| FSNBU | FUSION ACQUISITION COR... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
| WARRU | WARRIOR TECHNOLOGIES A... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
| GCACU | GROWTH CAP ACQUISITION... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
| AGACU | AFRICAN GOLD ACQUISITI... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2021 | Q1 2021 | 1 |
| MACQU | MCAP ACQUISITION CORP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2021 | Q1 2021 | 1 |
| WARR | WARRIOR TECHNOLOGIES A... | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2021 | Q2 2021 | 1 |
| MACQ | MCAP ACQUISITION CORP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
| ITHX | ITHAX ACQUISITION CORP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2021 | Q3 2021 | 1 |
| IBERU | IBERE PHARMACEUTICALS | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2021 | Q1 2021 | 1 |
| BOASU | BOA ACQUISITION CORP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
| TWNTU | TAILWIND TWO ACQUISITI... | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
| QFTA | QUANTUM FINTECH ACQUIS... | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
| GLHAU | GLASS HOUSES ACQUISITI... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
| ISLE | ISLEWORTH HEALTHCARE A... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
| ASAXU | ASTREA ACQUISITION CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
| ASAX | ASTREA ACQUISITION CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
| ITHXW | ITHAX ACQUISITION CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
| ISLEW | ISLEWORTH HEALTHCARE A... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
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The securities at the top of the list , including LGI HOMES INC, TRANSDIGM GROUP INC, and FIVE BELOW INC, are the highest-conviction holdings of Ampfield Management, L.P..
The conviction is calculated by counting the number of quarters a security has been reported by Ampfield Management, L.P.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Ampfield Management, L.P. owns currently or has owned in the past.