Ampfield Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NORTHEAST BANK COM | 0 | 173,536 | +173,536 | 0 | 19,500 | 24.14% | +19,500 |
| SABRE CORP | 0 | 5,175,945 | +5,175,945 | 0 | 7,505 | 9.29% | +7,505 |
| ESQUIRE FINANCIAL HOLDINGS INC(ESQ) | 189,583 | 233,216 | +43,633 | 19,351 | 25,071 | 31.03% | +5,720 |
| ROSS STORES INC(ROST) | 1,669 | 1,669 | 0 | 301 | 362 | 0.45% | +61 |
| SYNCHRONOSS TECHNOLOGIES INC | 368,405 | 0 | -368,405 | 3,154 | 0 | — | -3,154 |
| TRANSDIGM GROUP INC(TDG) | 32,990 | 24,463 | -8,527 | 43,872 | 28,352 | 35.09% | -15,520 |