Ampfield Management, L.P. - Q1 2024 holdings

$145 Thousand is the total value of Ampfield Management, L.P.'s 5 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 0.0% .

 Value Shares↓ Weighting
LGIH SellLGI HOMES INC$62,415
-18.0%
536,352
-6.2%
43.19%
-13.1%
TDG  TRANSDIGM GROUP INC$53,241
+21.7%
43,2290.0%36.84%
+29.1%
FIVE  FIVE BELOW$28,129
-14.9%
155,0810.0%19.46%
-9.8%
CVIIWS BuyCHURCHILL CAPITAL CORP VII-Awrnt$482
+947.8%
1,505,964
+300.2%
0.33%
+1013.3%
ROST  ROSS STORES INC$245
+6.1%
1,6690.0%0.17%
+12.6%
Original filings

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

  • View 13F-HR filed 2024-04-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
LGI HOMES INC14Q2 202449.7%
TRANSDIGM GROUP INC14Q2 202450.3%
FIVE BELOW INC14Q2 202440.2%
ROSS STORES INC6Q2 202417.6%
MICROSOFT CORP5Q1 20221.4%
ALPHABET INC5Q1 20220.9%
META PLATFORMS INC5Q1 20220.6%
CARVANA CO3Q3 202213.5%
CHURCHILL CAPITAL CORP VII-A3Q2 20240.8%
FUSION ACQUISITION CORP II2Q3 20210.8%

View Ampfield Management, L.P.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-10-30
N-PX2024-08-27
13F-HR2024-07-22
13F-HR2024-04-16
13F-HR2024-01-30
13F-HR2023-10-18
13F-HR2023-07-18
13F-HR2023-05-04
13F-HR2023-02-10
13F-HR2022-10-21

View Ampfield Management, L.P.'s complete filings history.

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