Ampfield Management, L.P. — 13F Holdings & Portfolio
CIK 1853635 · latest 13F-HR filed 2026-07-30
Ampfield Management, L.P. manages $100.2M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ESQ (37.25%), TDG (28.54%), NBN (22.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 3 existing positions rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-30
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Apr 22, 2026.
SIXTH FLOOR
NEW YORK, NY 10065
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BIRBIGLIA, STEPHEN, MATTHEW Control | DIRECTOR OF FINANCE & CHIEF COMPLIANCE OFFICER since Apr 2026 | Less than 5% | Individual |
| MOORE, EMERSON, ANTHONY SOMERS Control | LIMITED PARTNER since Jul 2016 | 75% or more | Individual |
| SUNSET HOLDINGS I LLC | LIMITED PARTNER since Jul 2016 | 5–10% | Domestic Entity |
| LOPI TRUST, ESSEX FTC INC., AS TRUSTEE Control Indirect owner via SUNSET HOLDINGS I LLC | BENEFICIAL OWNER since Jul 2016 | 75% or more | Domestic Entity |
Ownership & leadership changes · 6 filings with changes since Feb 26, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedSABA, RYAN, PHILIP · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Sep 2022
- AddedBIRBIGLIA, STEPHEN, MATTHEW · DIRECTOR OF FINANCE & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedSABA, RYAN, PHILIP · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedMOORE, EMERSON, ANTHONY SOMERS · title CHIEF COMPLIANCE OFFICER, LIMITED PARTNER → LIMITED PARTNER
- No longer listedUPDYKE, RAYMOND, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2019
- ChangedMOORE, EMERSON, ANTHONY SOMERS · title LIMITED PARTNER → CHIEF COMPLIANCE OFFICER, LIMITED PARTNER
- No longer listedFEENEY, MICHAEL, JOHN · DIRECTOR · Less than 5% · listed since Aug 2017
- AddedUPDYKE, RAYMOND, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedFEENEY, MICHAEL, JOHN · title CHIEF COMPLIANCE OFFICER → DIRECTOR
- AddedFEENEY, MICHAEL, JOHN · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedLOPI TRUST, ESSEX FTC INC., AS TRUSTEE · BENEFICIAL OWNER · 75% or more · indirect via SUNSET HOLDINGS I LLC · control person
- ListedMOORE, EMERSON, ANTHONY SOMERS · LIMITED PARTNER · 75% or more · control person
- ListedSUNSET HOLDINGS I LLC · LIMITED PARTNER · 5–10%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ESQUIRE FINANCIAL HOLDINGS INC$12.3M +48.9%
- NORTHEAST BANK$3.5M +17.9%
- SABRE CORP$3.4M +45.8%
Ampfield Management, L.P. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ESQUIRE FINANCIAL HOLDINGS INC | ESQ | 29667J101 | $37.3M | 37.25% | 313,470 | SH |
| 2 | TRANSDIGM GROUP INC | TDG | 893641100 | $28.6M | 28.54% | 21,473 | SH |
| 3 | NORTHEAST BANK | NBN | 66405S100 | $23.0M | 22.95% | 173,536 | SH |
| 4 | SABRE CORP | SABR | 78573M104 | $10.9M | 10.91% | 5,234,482 | SH |
| 5 | ROSS STORES INC | ROST | 778296103 | $355.0K | 0.35% | 1,669 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-30 | $100.2M | 5 | 0001853635-26-000008 |
| 2026-03-31 | 2026-04-22 | $80.8M | 5 | 0001853635-26-000003 |
| 2025-12-31 | 2026-02-13 | $66.7M | 4 | 0001853635-26-000001 |
SIXTH FLOOR
NEW YORK, NY 10065