Ampfield Management, L.P. Q2 2022 holdings

$64.4 Million is the total value of Ampfield Management, L.P.'s 4 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 42.9% .

 Value Shares↓ Weighting
LGIH BuyLGI HOMES INC$27,863
+15.5%
320,632
+29.8%
43.25%
+55.6%
FIVE SellFIVE BELOW INC$21,435
-30.9%
188,972
-3.5%
33.27%
-6.9%
TDG SellTRANSDIGM GROUP INC$12,406
-29.8%
23,117
-14.8%
19.26%
-5.4%
CVNA BuyCARVANA COcl a$2,724
-76.8%
120,634
+22.7%
4.23%
-68.7%
FB ExitMETA PLATFORMS INCcl a$0-1,272
-100.0%
-0.33%
GOOG ExitALPHABET INCcap stk cl c$0-269
-100.0%
-0.86%
MSFT ExitMICROSOFT CORP$0-3,978
-100.0%
-1.41%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Emerson Moore — Managing Member

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EDGAR filings