$122 Million is the total value of Ampfield Management, L.P.'s 16 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FSNB | New | FUSION ACQUISITION CORP II | $963,000 | – | 99,579 | +100.0% | 0.79% | – |
| WARR | New | WARRIOR TECHNOLOGIES ACQUI C | $839,000 | – | 86,644 | +100.0% | 0.68% | – |
| MACQ | New | MCAP ACQUISITION CORP | $809,000 | – | 84,046 | +100.0% | 0.66% | – |
| BOAS | New | BOA ACQUISITION CORP | $535,000 | – | 55,300 | +100.0% | 0.44% | – |
| IBER | New | IBERE PHARMACEUTICALS | $431,000 | – | 44,543 | +100.0% | 0.35% | – |
| QFTA | New | QUANTUM FINTECH ACQUISTIN CO | $405,000 | – | 41,512 | +100.0% | 0.33% | – |
| TWNT | New | TAILWIND TWO ACQUISITION COR | $370,000 | – | 38,280 | +100.0% | 0.30% | – |
| ASAX | New | ASTREA ACQUISITION CORP | $109,000 | – | 11,287 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LGI HOMES INC | 11 | Q3 2023 | 49.7% |
| TRANSDIGM GROUP INC | 11 | Q3 2023 | 38.1% |
| FIVE BELOW INC | 11 | Q3 2023 | 40.2% |
| MICROSOFT CORP | 5 | Q1 2022 | 1.4% |
| ALPHABET INC | 5 | Q1 2022 | 0.9% |
| META PLATFORMS INC | 5 | Q1 2022 | 0.6% |
| ROSS STORES INC | 3 | Q3 2021 | 17.6% |
| CARVANA CO | 3 | Q3 2022 | 13.5% |
| FUSION ACQUISITION CORP II | 2 | Q3 2021 | 0.8% |
| ITHAX ACQUISITION CORP | 2 | Q2 2021 | 0.8% |
View Ampfield Management, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-26 |
View Ampfield Management, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.