Q2 2024 · 13F-HR
Ampfield Management, L.P.holdings as filed
Filed 2024-07-22 · accession 0001853635-24-000005
$108,523
Reported value
5
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $54,618 | 50.3% | 42,750 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $35,922 | 33.1% | 401,404 | Common | SOLE |
| 33829M101 | FIVE | FIVE BELOW | $16,899 | 15.6% | 155,081 | Common | SOLE |
| 17144M110 | — | CHURCHILL CAPITAL CORP VII-A | $841 | 0.77% | 2,402,507 | Common | SOLE |
| 778296103 | ROST | ROSS STORES INC | $243 | 0.22% | 1,669 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.